Concentrix Corp

• MV Miller Value Partners Deep Value Strategy Taking Advantage of Low Market Expectations ↗ Deep Value Select shifted capital from prior winners into turnaround situations and mispriced cyclicals as market concentration around large AI companies widened valuation gaps. The strategy added Concentrix, while arguing that Fossil Group, Gray Media, USA Today and Nabors retain catalysts through business transformations, advertising, litigation, energy markets and debt reduction. third quarter 2026 CNXC $2.1BFOSL $404MGTN $474M +2

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