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Equibles

Miller Value Partners, LLC

Position in MSTR — Strategy Inc

CIK 1135778 SARASOTA, FL
Back to MSTR Full portfolio

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,364,146
-$2,132,692 QoQ
Shares Held
50,203
-3.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#187
of 867 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSTR Over Time

Shares Held

Position Value (USD)

Derivatives in MSTR

reported options exposure · as of Mar 31, 2022
CallValue
$486,320
CallShares
10,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

Miller Value Partners, LLC holds $9,838,906 across 2 Software - Application names. MSTR ranks #2 (44.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UPBD
Upbound Group, Inc.
 258,000 $5,474,760
2 MSTR
Strategy Inc
This page 		50,203 $4,364,146

All Filings in MSTR

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,364,146 50,203
2026-03-31 $6,496,838 52,058
2025-12-31 $3,836,737 25,250
2025-09-30 $4,913,702 15,250
2025-06-30 $6,164,507 15,250
2025-03-31 $4,396,117 15,250
2024-12-31 $4,416,705 15,250
2024-09-30 $8,472,150 50,250
2022-03-31 $486,320 1,000
2021-12-31 $272,245 500
2021-09-30 $289,200 500
2021-09-30 $383,479 663
2021-06-30 $440,563 663
2021-06-30 $332,250 500
2021-03-31 $450,044 663
2020-12-31 $1,359,925 3,500