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Miller Value Partners Deep Value Strategies's investment thesis on Bread Financial Holdings Inc. ($BFH) — Q3 2025 | Buyside Digest

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$BFHNYSEBread Financial Holdings Inc.

BULL

Miller Value Partners Deep Value Strategies—BFH

Fund Letter

Q3 2025

Published October 15, 2025

View Fund Profile

$110.98USD

+0.1% vs last month

$59.03Pitched

+88.0% since pitch

Market Cap$4.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Miller Value Partners reports a strong Q3 2025 performance for its Deep Value Select Strategy (+26.50%), vastly outperforming its benchmarks as the market began to broaden out. Lead PM Dan...

— Dan Lysik, CFA

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