JELD-WEN Holding, Inc.

• MV Miller Value Partners Deep Value Strategy Value and Small-Cap Outperformance Accelerates ↗ Miller Deep Value Strategy argues that low-valuation and smaller-cap equities can continue to benefit as concentration, expensive growth valuations and AI-related capital spending create risks. The strategy added to JELD-WEN and Conduent and initiated Crescent Energy and Bloomin’ Brands, citing turnaround plans, asset values and free-cash-flow potential. first quarter 2026 BLMN $860MCNDT $237MCRGY $5.7B +2

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