Ownership history in MILLER VALUE PARTNERS, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which MILLER VALUE PARTNERS, LLC reported a position in STELLANTIS N.V (STLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MILLER VALUE PARTNERS, LLC underperformed the S&P 500 by β25.9% annually on this STLA position. Timing score: 100% (4/4 decisions correct). Average cost basis: $14.78. Maximum drawdown during holding period: β61.6%.
β Significantly underperformed the S&P 500 by 25.9% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $10.89 (2025 Q4) Β· Worst: $15.09 (2023 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 3 trims. Bought during 0 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.65% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size