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 113 rows. Rows without a quote are marked unavailable.

1AMZNAMAZON COM INC5.41%Reduce -3.4%76,736$136.65M$1780.75No quote
2BHCBAUSCH HEALTH COS INC4.67%Reduce -0.6%4,773,149$117.9M$24.70No quote
3OMFONEMAIN HLDGS INC4.00%Reduce -0.3%3,176,760$100.86M$31.75No quote
4RHRH3.76%Reduce -6.4%922,210$94.94M$102.95No quote
5BHFBRIGHTHOUSE FINL INC3.29%Add +11.6%2,286,555$82.98M$36.29No quote
6AVPAVON PRODS INC3.27%Add +1.1%28,070,088$82.53MNo quoteNo quote
7GNWGENWORTH FINL INC3.12%Reduce -3.0%20,533,500$78.64MNo quoteNo quote
8MUMICRON TECHNOLOGY INC3.08%Add +166.2%1,880,315$77.71M$41.33No quote
9JPMJPMORGAN CHASE & CO3.08%Reduce -0.4%767,395$77.68M$101.23No quote
10NXPINXP SEMICONDUCTORS N V2.99%Add +2.8%854,820$75.56M$88.39No quote
11METAFACEBOOK INC2.96%Reduce -0.1%448,005$74.68M$166.69No quote
12DALDELTA AIR LINES INC DEL2.91%Reduce -0.1%1,424,105$73.56M$51.65No quote
13LENLENNAR CORP2.90%Add +1.6%1,488,975$73.09M$49.09No quote
14ENDPQENDO INTL PLC2.88%Add +1.1%9,053,060$72.7MNo quoteNo quote
15ADTADT INC2.87%Add +18.1%11,338,590$72.45M$6.39No quote
16TEVATEVA PHARMACEUTICAL INDS LTD2.82%Add +16.1%4,542,532$71.23M$15.68No quote
17QUOTQUOTIENT TECHNOLOGY INC2.79%Add +27.7%7,146,750$70.54MNo quoteNo quote
18MNKMALLINCKRODT PUB LTD CO2.68%Reduce -0.3%3,112,250$67.66MNo quoteNo quote
19UALUNITED CONTL HLDGS INC2.61%Reduce -7.6%824,650$65.79M$79.78No quote
20PHMPULTE GROUP INC2.52%Reduce -0.1%2,271,975$63.52M$27.96No quote
21ALXNALEXION PHARMACEUTICALS INC2.40%Reduce -0.1%447,680$60.52MNo quoteNo quote
22BACBANK AMER CORP2.37%Add +0.9%2,167,794$59.81M$27.59No quote
23CTLCENTURYLINK INC2.17%Add +8.9%4,560,415$54.68MNo quoteNo quote
24DISCADISCOVERY INC2.04%Reduce -6.7%1,906,825$51.52MNo quoteNo quote
25FLXNFLEXION THERAPEUTICS INC2.03%Add +32.0%4,109,720$51.29MNo quoteNo quote
26AALAMERICAN AIRLS GROUP INC1.94%Add +0.1%1,544,575$49.06M$31.76No quote
27XONINTREXON CORP1.71%Add +36.9%8,194,485$43.1MNo quoteNo quote
28AGNALLERGAN PLC1.62%Reduce -0.1%278,655$40.8MNo quoteNo quote
29CCITIGROUP INC1.60%Add +1.6%647,606$40.29M$62.22No quote
30CELGCELGENE CORP1.58%Reduce -49.4%423,255$39.93MNo quoteNo quote
31QCOMQUALCOMM INC1.42%Add +10.2%626,815$35.75M$57.03No quote
32TCRTZIOPHARM ONCOLOGY INC1.41%Reduce -0.3%9,239,150$35.57MNo quoteNo quote
33BIDUBAIDU INC1.17%New179,150$29.53M$164.85No quote
34EIGIENDURANCE INTL GROUP HLDGS I1.01%Reduce -37.0%3,525,525$25.56MNo quoteNo quote
35SFIXSTITCH FIX INC0.98%Reduce -0.1%876,225$24.74MNo quoteNo quote
36CHGGCHEGG INC0.76%-500,000$19.06MNo quoteNo quote
37PBIPITNEY BOWES INC0.65%New2,386,325$16.39M$6.87No quote
38GTYHZZZZGTY TECHNOLOGY HOLDINGS INC0.65%New1,851,725$16.3MNo quoteNo quote
39APOAPOLLO GLOBAL MGMT LLC0.51%-456,500$12.9M$28.25No quote
40WLHLYON WILLIAM HOMES0.50%Add +13.7%821,875$12.63MNo quoteNo quote
41CGCARLYLE GROUP L P0.42%-583,800$10.67M$18.28No quote
42MICMACQUARIE INFRASTRUCTURE COR0.42%-258,000$10.64MNo quoteNo quote
43WDWALKER & DUNLOP INC0.40%-200,000$10.18M$50.91No quote
44JEJUST ENERGY GROUP INC0.37%Add +5.3%2,763,025$9.37MNo quoteNo quote
45COTCOTT CORP QUE0.35%Add +9.1%600,000$8.77MNo quoteNo quote
46FCAUFIAT CHRYSLER AUTOMOBILES N0.29%-500,000$7.43MNo quoteNo quote
47BXBLACKSTONE GROUP L P0.29%-211,000$7.38M$34.97No quote
48UPROPROSHARES TR0.28%New145,600$7.18MNo quoteNo quote
49NCMINATIONAL CINEMEDIA INC0.27%-950,000$6.7M$7.05No quote
50NGLNGL ENERGY PARTNERS LP0.26%-475,000$6.66MNo quoteNo quote
51NWLNEWELL BRANDS INC0.24%Reduce -84.2%399,235$6.12M$15.34No quote
52RITMNEW RESIDENTIAL INVT CORP0.24%-353,750$5.98MNo quoteNo quote
53SSWSEASPAN CORP0.23%Reduce -7.2%666,925$5.8MNo quoteNo quote
54BGCPBGC PARTNERS INC0.21%Add +135.5%1,001,000$5.32MNo quoteNo quote
55CIMCHIMERA INVT CORP0.21%-280,000$5.25MNo quoteNo quote
56TWOTWO HBRS INVT CORP0.20%-379,080$5.13MNo quoteNo quote
57AAICARLINGTON ASSET INVT CORP0.19%Reduce -27.4%591,700$4.71MNo quoteNo quote
58GHLGREENHILL & CO INC0.18%-212,000$4.56MNo quoteNo quote
59ETENERGY TRANSFER LP0.18%Add +11.3%296,240$4.55M$15.37No quote
60FTRFRONTIER COMMUNICATIONS CORP0.14%Add +3.1%1,831,876$3.65MNo quoteNo quote
61NEWMNEW MEDIA INVT GROUP INC0.14%-342,000$3.59MNo quoteNo quote
62WPGWASHINGTON PRIME GROUP NEW0.13%-575,000$3.25MNo quoteNo quote
63STWDSTARWOOD PPTY TR INC0.13%-145,200$3.25M$22.35No quote
64QUADQUAD / GRAPHICS INC0.12%New260,000$3.09M$11.90No quote
65FUNCEDAR FAIR L P0.11%-52,500$2.76MNo quoteNo quote
66AHTASHFORD HOSPITALITY TR INC0.09%Add +38.6%485,000$2.3MNo quoteNo quote
67CODICOMPASS DIVERSIFIED HOLDINGS0.09%-140,000$2.2MNo quoteNo quote
68WMCWESTERN ASSET MTG CAP CORP0.06%-142,900$1.46MNo quoteNo quote
69NBRNABORS INDUSTRIES LTD0.06%Add +0.2%418,573$1.44M$3.44No quote
70TWTRTWITTER INC0.05%-41,000$1.35MNo quoteNo quote
71BBBYQBED BATH & BEYOND INC0.05%Reduce -11.6%75,325$1.28MNo quoteNo quote
72JMPJMP GROUP LLC0.04%-300,000$1.13MNo quoteNo quote
73GMEGAMESTOP CORP NEW0.04%Add +23.1%98,210$998KNo quoteNo quote
74KKRKKR & CO INC0.04%-40,000$940K$23.50No quote
75BABAALIBABA GROUP HLDG LTD0.03%-4,500$821K$182.44No quote
76PPLTABERDEEN STD PLATINUM ETF TR0.03%-10,000$802KNo quoteNo quote
77GOOGLALPHABET INC0.03%-600$706K$1176.67No quote
78MAXRMAXAR TECHNOLOGIES INC0.03%New158,025$635KNo quoteNo quote
79TNADIREXION SHS ETF TR0.02%New10,000$611KNo quoteNo quote
80UISUNISYS CORP0.02%Add +89.6%45,955$536KNo quoteNo quote
81NAILDIREXION SHS ETF TR0.02%New11,000$411KNo quoteNo quote
82CCSCENTURY CMNTYS INC0.02%-17,000$407K$23.94No quote
83DBDDIEBOLD NXDF INC0.02%New35,000$387KNo quoteNo quote
84GTYHWGTY TECHNOLOGY HOLDINGS INC0.01%New617,874$373KNo quoteNo quote
85LVSLAS VEGAS SANDS CORP0.01%-6,000$366K$61.00No quote
86WDCWESTERN DIGITAL CORP0.01%New7,095$341K$48.06No quote
87NENOBLE CORP PLC0.01%Reduce -2.5%113,320$325K$2.87No quote
88HALOHALOZYME THERAPEUTICS INC0.01%-20,000$322K$16.10No quote
89ALSKALASKA COMMUNICATIONS SYS GR0.01%-150,000$288KNo quoteNo quote
90WFCWELLS FARGO CO NEW0.01%-5,933$287K$48.37No quote
91SIGSIGNET JEWELERS LIMITED0.01%New10,490$285KNo quoteNo quote
92CVNACARVANA CO0.01%New4,000$232K$58.00No quote
93EXPREXPRESS INC0.01%Add +178.1%49,075$210KNo quoteNo quote
94GNCGNC HLDGS INC0.01%Reduce -1.7%72,090$197KNo quoteNo quote
95CYHCOMMUNITY HEALTH SYS INC NEW0.01%Reduce -27.1%43,175$161KNo quoteNo quote
96BCSBARCLAYS PLC0.01%Reduce -8.3%16,765$134K$7.99No quote
97MDRMCDERMOTT INTL INC0.00%Add +32.4%15,175$113KNo quoteNo quote
98CHKCHESAPEAKE ENERGY CORP0.00%Reduce -8.1%18,725$58KNo quoteNo quote
100OBEOBSIDIAN ENERGY LTD0.00%Reduce -3.3%157,539$43KNo quoteNo quote
99ASNAASCENA RETAIL GROUP INC0.00%Add +42.4%39,625$43KNo quoteNo quote
113TUPTUPPERWARE BRANDS CORP-Sold0$0No quoteNo quote
112TPVGTRIPLEPOINT VENTURE GROWTH B-Sold0$0No quoteNo quote
111SPYSPDR S&P 500 ETF TR-Sold0$0No quoteNo quote
110PAHPLATFORM SPECIALTY PRODS COR-Sold0$0No quoteNo quote
109PPANDORA MEDIA INC-Sold0$0No quoteNo quote
108MHLDMAIDEN HOLDINGS LTD-Sold0$0No quoteNo quote
107LPLLG DISPLAY CO LTD-Sold0$0No quoteNo quote
106GTYHUGTY TECHNOLOGY HOLDINGS INC-Sold0$0No quoteNo quote
105CSCREDIT SUISSE GROUP-Sold0$0No quoteNo quote
104CLFCLEVELAND CLIFFS INC-Sold0$0No quoteNo quote
103BBDCBARINGS BDC INC-Sold0$0No quoteNo quote
102BACWSABANK AMER CORP-Sold0$0No quoteNo quote
101ABALLIANCEBERNSTEIN HOLDING LP-Sold0$0No quoteNo quote