SEC 13F Intelligence

Miller Value Partners, LLC / HRB

Miller Value Partners, LLC’s Block H & R Inc Position

Does Miller Value Partners, LLC own Block H & R Inc (HRB)? Not currently — the last reported position was 63.0K shares worth $3M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2023
Shares
63.0K
% of Portfolio
+1.81%
Quarters Held
8
position exited

Position History HRB

Reported value by quarter
Q1 ’21: $9MQ1 ’21Q2 ’21: $10MQ2 ’21Q3 ’21: $10MQ3 ’21Q4 ’21: $10MQ4 ’21Q1 ’22: $11MQ1 ’22Q2 ’22: $5MQ2 ’22Q3 ’23: $6MQ3 ’23Q4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202363.0K$3M+1.81%
Q3 2023135.0K$6M+3.65%
Q2 2022154.5K$5M+0.28%
Q1 2022410.0K$11M+0.34%
Q4 2021410.0K$10M+0.26%
Q3 2021390.0K$10M+0.23%
Q2 2021420.0K$10M+0.23%
Q1 2021420.0K$9M+0.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Miller Value Partners, LLC’s full portfolio or all institutional holders of HRB.