Skip to main content
Focused investors/Bill Miller

Bill Miller - Miller Value Partners

As of Q2 2026, Bill Miller reported 56 long-equity positions worth $423.07M in aggregate.

Copy-investor backtest

Latest quarter
+9.98%
1-year
+28.82%
3-year
+78.91%
5-year
+53.83%
3-year vs S&P 500
+5.67%
5-year vs S&P 500
-19.86%
5-year top 5
+85.57%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

Get email alerts when Bill Miller files a new 13F — sign in or create a free account.

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 42 of 114 rows. Rows without a quote are marked unavailable.

1AMZNAMAZON COM INC6.85%Reduce -3.9%113,528$164.31M$1447.34No quote
2RHRH5.21%Reduce -2.2%1,313,180$125.12M$95.28No quote
3OMFONEMAIN HLDGS INC4.51%Reduce -2.1%3,611,660$108.13M$29.94No quote
4XONINTREXON CORP3.71%Add +4.0%5,810,000$89.07MNo quoteNo quote
5VRXVALEANT PHARMACEUTICALS INTL3.59%Reduce -20.1%5,414,064$86.19MNo quoteNo quote
6DALDELTA AIR LINES INC DEL3.57%Reduce -5.8%1,561,700$85.6M$54.81No quote
7JPMWSJPMORGAN CHASE & CO3.54%Reduce -1.9%1,221,100$84.93MNo quoteNo quote
8LENLENNAR CORP3.41%Reduce -1.7%1,386,225$81.7M$58.94No quote
9AALAMERICAN AIRLS GROUP INC3.33%Reduce -5.9%1,537,750$79.9M$51.96No quote
10UALUNITED CONTL HLDGS INC2.93%Reduce -3.1%1,010,825$70.22M$69.47No quote
11QUOTQUOTIENT TECHNOLOGY INC2.88%Reduce -4.4%5,275,825$69.11MNo quoteNo quote
12BACBANK AMER CORP2.78%Reduce -5.6%2,221,264$66.62M$29.99No quote
13PHMPULTE GROUP INC2.63%Reduce -3.1%2,139,975$63.11M$29.49No quote
14FLFOOT LOCKER INC2.62%Reduce -2.4%1,380,400$62.86MNo quoteNo quote
15PAHPLATFORM SPECIALTY PRODS COR2.58%Reduce -8.0%6,434,325$61.96MNo quoteNo quote
16FLXNFLEXION THERAPEUTICS INC2.49%Reduce -0.5%2,669,900$59.83MNo quoteNo quote
17CTLCENTURYLINK INC2.44%Add +28.0%3,567,435$58.61MNo quoteNo quote
18ENDPQENDO INTL PLC2.41%Add +23.1%9,746,330$57.89MNo quoteNo quote
19GNWGENWORTH FINL INC2.29%Add +3.1%19,423,255$54.97MNo quoteNo quote
20AAPLAPPLE INC2.00%Reduce -44.5%285,700$47.94M$167.78No quote
21EIGIENDURANCE INTL GROUP HLDGS I1.96%Reduce -2.4%6,364,775$47.1MNo quoteNo quote
22ALXNALEXION PHARMACEUTICALS INC1.96%Reduce -3.6%421,065$46.93MNo quoteNo quote
23AGNALLERGAN PLC1.91%Add +70.8%271,810$45.74MNo quoteNo quote
24DISCADISCOVERY COMMUNICATNS NEW1.86%Add +22.1%2,079,225$44.56MNo quoteNo quote
25METAFACEBOOK INC1.85%Add +24.3%277,270$44.31M$159.79No quote
26CCITIGROUP INC1.84%Reduce -8.0%653,531$44.11M$67.50No quote
27WWAYFAIR INC1.83%Reduce -17.5%650,700$43.94M$67.53No quote
28MTGMGIC INVT CORP WIS1.58%Reduce -28.2%2,908,625$37.81M$13.00No quote
29TEVATEVA PHARMACEUTICAL INDS LTD1.56%Add +325.3%2,194,972$37.51M$17.09No quote
30CELGCELGENE CORP1.54%Add +18720.7%414,055$36.94MNo quoteNo quote
31PPANDORA MEDIA INC1.39%Add +24.9%6,638,775$33.39MNo quoteNo quote
32MNKMALLINCKRODT PUB LTD CO1.28%Add +30.9%2,119,275$30.69MNo quoteNo quote
33SFIXSTITCH FIX INC1.17%Reduce -1.1%1,379,173$27.97MNo quoteNo quote
34SPYSPDR S&P 500 ETF TR0.96%Add +73.4%87,210$22.95M$263.15No quote
35ATHNATHENAHEALTH INC0.93%Reduce -8.2%156,065$22.32MNo quoteNo quote
36TCRTZIOPHARM ONCOLOGY INC0.82%Reduce -0.9%5,037,946$19.75MNo quoteNo quote
37GTYHUGTY TECHNOLOGY HOLDINGS INC0.81%Reduce -1.1%1,878,975$19.45MNo quoteNo quote
38TBTPROSHARES TR0.76%Add +100.0%500,000$18.14MNo quoteNo quote
39WDWALKER & DUNLOP INC0.50%-200,000$11.88M$59.42No quote
40CHGGCHEGG INC0.47%-550,000$11.36MNo quoteNo quote
41MUMICRON TECHNOLOGY INC0.43%Add +1900.0%200,000$10.43M$52.14No quote
42FCAUFIAT CHRYSLER AUTOMOBILES N0.43%-500,000$10.26MNo quoteNo quote
43APOAPOLLO GLOBAL MGMT LLC0.36%-288,000$8.53M$29.62No quote
44COTCOTT CORP QUE0.34%-550,000$8.1MNo quoteNo quote
45UPROPROSHARES TR0.33%Add +107.8%61,105$7.99MNo quoteNo quote
46CGCARLYLE GROUP L P0.30%-335,000$7.15M$21.35No quote
47ANFABERCROMBIE & FITCH CO0.28%Reduce -4.3%273,000$6.61M$24.21No quote
48CSCREDIT SUISSE GROUP0.27%-378,715$6.36MNo quoteNo quote
49RITMNEW RESIDENTIAL INVT CORP0.24%Add +13.5%353,750$5.82MNo quoteNo quote
50TCAPTRIANGLE CAP CORP0.24%-517,278$5.76MNo quoteNo quote
51CYSCYS INVTS INC0.23%New810,000$5.44MNo quoteNo quote
52HCLPHI-CRUSH PARTNERS LP0.21%Add +28.4%475,000$5.04MNo quoteNo quote
53MHLDMAIDEN HOLDINGS LTD0.21%Add +19.6%773,320$5.03MNo quoteNo quote
54CIMCHIMERA INVT CORP0.20%-280,000$4.88MNo quoteNo quote
56SSWSEASPAN CORP0.18%Add +1.8%661,125$4.42MNo quoteNo quote
55AAICARLINGTON ASSET INVT CORP0.18%Add +45.5%400,000$4.42MNo quoteNo quote
57FTRFRONTIER COMMUNICATIONS CORP0.17%Add +0.5%559,935$4.16MNo quoteNo quote
58GHLGREENHILL & CO INC0.16%-212,000$3.92MNo quoteNo quote
59NEWMNEW MEDIA INVT GROUP INC0.16%Reduce -13.6%222,835$3.82MNo quoteNo quote
60BXBLACKSTONE GROUP L P0.15%-110,000$3.52M$31.95No quote
61HALOHALOZYME THERAPEUTICS INC0.14%-170,000$3.33M$19.59No quote
62WPGWASHINGTON PRIME GROUP NEW0.14%Add +28.6%495,000$3.3MNo quoteNo quote
63BGCPBGC PARTNERS INC0.13%-226,400$3.05MNo quoteNo quote
64STWDSTARWOOD PPTY TR INC0.13%-145,200$3.04M$20.95No quote
65ONDKON DECK CAP INC0.12%Add +17.6%500,000$2.8MNo quoteNo quote
66NCMINATIONAL CINEMEDIA INC0.11%-530,000$2.75M$5.19No quote
67WFCWSWELLS FARGO CO NEW0.10%-125,000$2.4MNo quoteNo quote
68CODICOMPASS DIVERSIFIED HOLDINGS0.10%-140,000$2.3MNo quoteNo quote
69ETPENERGY TRANSFER PARTNERS LP0.09%-140,000$2.27MNo quoteNo quote
70JCAPJERNIGAN CAP INC0.09%New125,000$2.26MNo quoteNo quote
71CBLCBL & ASSOC PPTYS INC0.09%Add +53.9%513,830$2.14M$4.17No quote
72SXCPSUNCOKE ENERGY PARTNERS L P0.07%New90,000$1.6MNo quoteNo quote
73JMPJMP GROUP LLC0.06%-306,676$1.55MNo quoteNo quote
74TPVGTRIPLEPOINT VENTURE GROWTH B0.06%-122,711$1.47MNo quoteNo quote
75TQQQPROSHARES TR0.06%New10,150$1.46MNo quoteNo quote
76WMCWESTERN ASSET MTG CAP CORP0.06%Add +159.8%142,900$1.39MNo quoteNo quote
77ABALLIANCEBERNSTEIN HOLDING LP0.06%-50,000$1.34MNo quoteNo quote
78TWTRTWITTER INC0.05%-41,000$1.19MNo quoteNo quote
79EWJISHARES INC0.04%-17,500$1.06M$60.69No quote
80BABAALIBABA GROUP HLDG LTD0.03%-4,500$826K$183.56No quote
81KKRKKR & CO L P DEL0.03%-40,000$812K$20.30No quote
82BACWSABANK AMER CORP0.03%-40,000$727KNo quoteNo quote
83HHCHOWARD HUGHES CORP0.03%-5,000$696KNo quoteNo quote
84CVNACARVANA CO0.03%-30,000$688K$22.93No quote
85DBDEUTSCHE BANK AG0.03%Add +5.2%47,850$669K$13.98No quote
86MBIMBIA INC0.03%Reduce -3.4%67,600$626K$9.26No quote
87GOOGLALPHABET INC0.03%-600$622K$1036.67No quote
88WLHLYON WILLIAM HOMES0.02%Reduce -20.0%20,000$550KNo quoteNo quote
89SVUSUPERVALU INC0.02%Add +100.4%35,576$542KNo quoteNo quote
90CCSCENTURY CMNTYS INC0.02%Reduce -10.5%17,000$509K$29.94No quote
91NBRNABORS INDUSTRIES LTD0.02%Add +42.5%70,030$490K$7.00No quote
92UPBDRENT A CTR INC NEW0.02%Reduce -17.0%55,044$475K$8.63No quote
93CYHCOMMUNITY HEALTH SYS INC NEW0.02%Add +4.3%115,890$459KNo quoteNo quote
94LVSLAS VEGAS SANDS CORP0.02%-6,000$431K$71.83No quote
95NENOBLE CORP PLC0.02%Add +8.3%111,345$413K$3.71No quote
96GMEGAMESTOP CORP NEW0.02%Reduce -97.1%32,145$406KNo quoteNo quote
97FOSLFOSSIL GROUP INC0.01%Reduce -52.6%24,325$309K$12.70No quote
98ANIPANI PHARMACEUTICALS INC0.01%-5,000$291K$58.20No quote
99GNCGNC HLDGS INC0.01%Add +20.5%70,160$271KNo quoteNo quote
100ALSKALASKA COMMUNICATIONS SYS GR0.01%-150,000$270KNo quoteNo quote
101EXPREXPRESS INC0.01%Add +79.0%37,080$265KNo quoteNo quote
102CLFCLEVELAND CLIFFS INC0.01%Reduce -23.5%24,218$168K$6.94No quote
103UISUNISYS CORP0.01%New13,705$147KNo quoteNo quote
104CHKCHESAPEAKE ENERGY CORP0.01%Add +12.0%43,500$131KNo quoteNo quote
106OBEOBSIDIAN ENERGY LTD0.01%Add +15.0%127,139$124KNo quoteNo quote
105BCSBARCLAYS PLC0.01%New10,455$124K$11.86No quote
107AVPAVON PRODS INC0.00%Reduce -19.2%20,113$57KNo quoteNo quote
114OCSLOAKTREE SPECIALTY LENDING CO-Sold0$0No quoteNo quote
113MCCMEDLEY CAP CORP-Sold0$0No quoteNo quote
112ILGILG INC-Sold0$0No quoteNo quote
111FTRPRFRONTIER COMMUNICATIONS CORP-Sold0$0No quoteNo quote
110CMGCHIPOTLE MEXICAN GRILL INC-Sold0$0No quoteNo quote
109CAACALATLANTIC GROUP INC-Sold0$0No quoteNo quote
108AFSIAMTRUST FINL SVCS INC-Sold0$0No quoteNo quote