Position in MSTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,496,838
+$2,660,101 QoQ
Shares Held
52,058
+106.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Derivatives in MSTR
reported options exposure · as of Mar 31, 2022CallValue
$48,632
CallShares
1,000
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 Mar 31, 2026Miller Value Partners, LLC holds $8,662,838 across 2 Software - Application names. MSTR ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
52,058 | $6,496,838 | |
| 2 | UPBD |
Upbound Group, Inc.
|
120,000 | $2,166,000 |
All Filings in MSTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,496,838 | 52,058 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,836,737 | 25,250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,913,702 | 15,250 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,164,507 | 15,250 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,396,117 | 15,250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,416,705 | 15,250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,472,150 | 50,250 | Shares | Sole | 2024-11-14 | |
| 2022-03-31 | $48,632 | 1,000 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $27,224 | 500 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $28,920 | 500 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $38,347 | 663 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $44,056 | 663 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $33,225 | 500 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $45,004 | 663 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $135,992 | 3,500 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||