Isthmus Partners’s Miller Industries MLR Stock Holding History

Isthmus Partners’s Portfolio MLR Stock Details MLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.83M	Sell	72,759 -283	-0.4%	-$15K	0.37%	69
2026 Q2	$3.74M	Buy	73,042 +526	+0.7%	+$25.3K	0.36%	77
2026 Q1	$3.3M	Buy	72,516 +9,456	+15%	+$404K	0.35%	78
2025 Q4	$2.36M	Buy	63,060 +839	+1%	+$32.7K	0.26%	97
2025 Q3	$2.51M	Buy	62,221 +19,163	+45%	+$807K	0.56%	48
2025 Q2	$1.91M	Buy	43,058 +197	+0.5%	+$8.56K	0.22%	96
2025 Q1	$1.82M	Buy	42,861 +20,677	+93%	+$1.2M	0.23%	92
2024 Q4	$1.45M	Sell	22,184 -14	-0.1%	-$953	0.18%	111
2024 Q3	$1.35M	Buy	+22,198	New	+$1.33M	0.16%	106

Other funds holding MLR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Isthmus Partners's MLR Position: Q3 2026 in Review

Isthmus Partners reduced its Miller Industries (MLR) stake by 0.39% in Q3 2026, selling an estimated $15K and leaving 72,759 shares worth $3.83M. The position accounts for 0.37% of the portfolio, ranked #69.

Isthmus Partners first reported a position in MLR in Q3 2024 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold MLR as of Q3 2026.

Isthmus Partners held 72,759 shares of Miller Industries worth $3.83M as of Q3 2026.
Isthmus Partners sold 283 Miller Industries shares in Q3 2026, an estimated $15K.
Miller Industries made up 0.37% of Isthmus Partners's portfolio in Q3 2026, its #69 holding.
Isthmus Partners first reported a position in Miller Industries in Q3 2024 and has held it in 9 quarters since.
62 funds tracked by Wall St. Rank held Miller Industries as of Q3 2026.

Based on Isthmus Partners's 13F filing for Q3 2026, filed 21 Oct 2026.