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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 25, 2025 | Pzena Global Small Cap Focused Value Strategy | 7.6% | 2.9% | AAP, AKE.PA, DAN, HEL, HUN, JELD, LITE, RHI, TFX, TYDSF, VREX | Cyclical, global, small caps, tariffs, value, volatility | Portfolio positioned towards economically sensitive and cyclical names with attractive valuations. Manager emphasizes value opportunities created by market volatility and macro uncertainty affecting small cap stocks. | NOKBF RHI TFX ARKM.PA |
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| 2025 Q2 | Jul 21, 2025 | Miller Value Partners Deep Value Strategies | - | -13.6% | GCI, JELD, NBR, NYT, TPC | Construction, deep value, energy, Media, small caps, Turnarounds, value | Small caps are at a 90-year extreme underperformance versus large caps, creating a generational opportunity. The current cycle favoring large caps is now in its 15th year, one of the longest on record. Historical patterns suggest small caps are poised for a multi-year outperformance cycle. | NBR JELD TPC GCI NBR JELD TPC GCI |
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| 2026 Q1 | Apr 13, 2026 | Miller Value Partners Deep Value Strategies | 8.4% | - | BLMN, CNDT, CRGY, JELD, NBR | Concentration, energy, small caps, Turnarounds, value | BLMN CRGY CNDT JELD NBR |
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| 2025 Q1 | Apr 14, 2025 | Miller Value Partners Deep Value Strategies | -12.8% | -12.8% | DOOR, GCI, GTN, JELD, NBR, NYT, OC, QUAD, UNFI | Media, opportunity, small caps, uncertainty, value, volatility | Manager emphasizes deep value investing approach, highlighting that lower valuation securities continue to have lower representation in passive indexes and are under-owned. Portfolio holdings are trading at historically attractive valuations with average less than 1.5x cash flow, price to sales less than 0.2x and normalized earnings and free cash flow greater than 30%. | JELD NBR GCI GTN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 15, 2026 | Fund Letters | Miller Value Partners Deep Value Strategies | JELD-WEN | Building Products & Equipment | Building Products | Bull | New York Stock Exchange | Building Products, Distribution, Doors, Europe, Housing, North America, Real Estate, transformation, turnaround, Value, Windows | View Pitch |
| Apr 13, 2026 | Fund Letters | Miller Value Partners Deep Value Strategies | JELD-WEN | Industrials | Building Products | Bull | NYSE | Automation, Building Products, Cost Reduction, Doors, Housing, manufacturing, Real Estate, transformation, Windows | View Pitch |
| Apr 13, 2026 | Fund Letters | Miller Value Partners Deep Value Strategies | JELD-WEN Holding Inc | Industrials | Building Products | Bull | NYSE | Building Products, Cost Reduction, deep value, Free Cash Flow, Housing, manufacturing, transformation, turnaround | View Pitch |
| Jan 8, 2026 | Fund Letters | Daniel Lysik | JELD-WEN Holding Inc. | Industrials | Building Products | Bull | New York Stock Exchange | Buildingproducts, Costcutting, Housing, Margins, turnaround | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||