USA Today’s (TDAY) Digital Pivot on Track
Miller Value Partners, an investment management company, released its “Deep Value Select Strategy” third-quarter 2025 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Seas Capital Sina Toussi | 14,504,707 | $91,234,607 | +4% | 1.05% |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 2,000,000 | $12,580,000 | 0.09% | |
| 3. | Squarepoint Ops LLC Maxime Fortin (Cio) | 19,537 | $122,888 | 0% | |
| 4. | Olympiad Research LP Thong Nguyen | 11,177 | $70,303 | 0.09% | |
| 5. | Bailard Inc Thomas Bailard | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $3.20 | 6,000 | $19,200.00 | 3,140,722 | 2025-05-06 | Filing | |
| $3.25 | 27,000 | $87,750.00 | 3,134,722 | 2025-05-05 | Filing | |
| $4.50 | 50,000 | $225,000.00 | 1,089,663 | 2024-09-13 | Filing | |
| $1.85 | 200,000 | $370,000.00 | 1,008,799 | 2023-11-16 | Filing | |
| $2.01 | 60,000 | $120,600.00 | 3,304,323 | 2023-11-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5.85 | 13,471 | $78,805.35 | 0 | 2026-02-06 | Filing | |
| $3.64 | 7,604 | $27,678.56 | 0 | 2022-05-25 | Filing | |
| $14.33 | 20,000 | $286,600.00 | 48,769 | 2018-11-07 | Filing | |
| $14.21 | 65,000 | $923,650.00 | 68,769 | 2018-11-06 | Filing | |
| $18.44 | 25,756 | $474,940.64 | 1,140,026 | 2015-12-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,673,835 | $23,112,880 | 0% | |
| 2. | 3,584,854 | $22,548,447 | 0% | |
| 3. | 1,127,154 | $7,089,799 | 0.27% | |
| 4. | 748,728 | $4,709,499 | 2.23% | |
| 5. | 496,473 | $3,122,815 | 0% |