Miller Industries (MLR)

• Market cap: $688M
• 1 day: -1.30%
• 5 days: -6.68%
• 1 month: -11.62%
• 3 months: -10.62%
• 6 months: 0.28%
• Year to date: -8.68%
• 1 year: 40.97%
• 5 years: 81.93%
• 10 years: 179.45%
• Sector: Consumer Discretionary
• Industry: Truck & Bus Bodies

About: Miller Industries Inc is engaged in the manufacturing of vehicle towing and recovery equipment. The company produces wreckers, car carriers, and trailer bodies under the Century, Vulcan, Challenger, Holmes, Champion, Chevron, Eagle, Titan, Jige, and Boniface brands. The products are sold in North America, Canada, and Mexico through independent distributors.

Employees: 1,591

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $599M [Q3] → $664M (+$65.2M) [Q4]

3.17% more ownership

Funds ownership: 85.62% [Q3] → 88.79% (+3.17%) [Q4]

3% more funds holding

Funds holding: 166 [Q3] → 171 (+5) [Q4]

10% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 61

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]