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Miller Industries, Inc.

MLR Consumer Discretionary
$52.29 $-0.49 (-0.93%)
Market Cap: $593.61 M
Gurus Holding
5
Popularity Rank
#1961
% of Shares Held
6.65%
Net Activity (Q2 2026)
-$2.07 M

Guru Ownership Trend

Guru Analysis for Miller Industries, Inc. (MLR)

Miller Industries, Inc. (MLR), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $39.5 M.

Top institutional holders include HOTCHKIS & WILEY and Chuck Royce.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.07 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 92.9%. Conversely, Paul Tudor Jones reduced exposure by 38.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$2.34 M
Total Buy Value
New Buys 0
Additions 2
-$4.41 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
2

FAQs for Miller Industries, Inc. (MLR)

Major holders include HOTCHKIS & WILEY ($26.53 M), Chuck Royce ($5.36 M), Cliff Asness ($4.16 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 755,317 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.07 M, with 2 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited MLR. The total reported sell value was $4.41 M.

Yes, 0 managers opened new positions in MLR, and 2 increased their existing holdings. The total reported buy value was $2.34 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Reduce -0.4% 518,661 $26.53 M Q2 2026
0.04% Reduce -17.4% 104,861 $5.36 M Q2 2026
0.00% Add 92.9% 81,309 $4.16 M Q2 2026
0.00% Reduce -38.0% 27,287 $1.4 M Q2 2026
0.01% Add 39.6% 23,199 $1.19 M Q2 2026
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