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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.

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

Live quotes available for 39 of 110 rows. Rows without a quote are marked unavailable.

1ENDPQENDO INTL PLC5.37%Add +10.4%9,997,712$141.19MNo quoteNo quote
2AMZNAMAZON COM INC5.18%Reduce -6.4%71,841$136.04M$1893.63No quote
3BHCBAUSCH HEALTH COS INC4.46%Reduce -2.6%4,648,989$117.25M$25.22No quote
4RHRH4.07%Add +0.3%924,910$106.92M$115.60No quote
5OMFONEMAIN HLDGS INC3.94%Reduce -3.7%3,060,130$103.46M$33.81No quote
6ADTADT INC3.77%Add +42.8%16,193,975$99.11M$6.12No quote
7METAFACEBOOK INC3.29%Add +0.1%448,315$86.53M$193.00No quote
8BHFBRIGHTHOUSE FINL INC3.20%Add +0.2%2,291,455$84.07M$36.69No quote
9GNWGENWORTH FINL INC3.06%Add +5.5%21,668,000$80.39MNo quoteNo quote
10JPMJPMORGAN CHASE & CO3.00%Reduce -8.0%706,025$78.93M$111.80No quote
11AVPAVON PRODS INC2.96%Reduce -28.6%20,053,838$77.81MNo quoteNo quote
12QUOTQUOTIENT TECHNOLOGY INC2.95%Add +1.1%7,228,875$77.64MNo quoteNo quote
13NXPINXP SEMICONDUCTORS N V2.84%Reduce -10.4%765,595$74.73M$97.61No quote
14DALDELTA AIR LINES INC DEL2.79%Reduce -9.2%1,293,780$73.42M$56.75No quote
15MUMICRON TECHNOLOGY INC2.77%Add +0.3%1,885,015$72.74M$38.59No quote
16LENLENNAR CORP2.75%-1,488,975$72.16M$48.46No quote
17XONINTREXON CORP2.67%Add +11.8%9,158,660$70.16MNo quoteNo quote
18UALUNITED CONTL HLDGS INC2.54%Reduce -7.7%761,260$66.65M$87.55No quote
19TEVATEVA PHARMACEUTICAL INDS LTD2.46%Add +54.1%7,000,252$64.61M$9.23No quote
20BACBANK AMER CORP2.40%Add +0.2%2,171,909$62.99M$29.00No quote
21PHMPULTE GROUP INC2.30%Reduce -16.0%1,909,470$60.38M$31.62No quote
22FLXNFLEXION THERAPEUTICS INC2.27%Add +18.1%4,852,460$59.69MNo quoteNo quote
23ALXNALEXION PHARMACEUTICALS INC2.24%Add +0.3%448,780$58.78MNo quoteNo quote
24TCRTZIOPHARM ONCOLOGY INC2.05%-9,239,150$53.86MNo quoteNo quote
25DISCADISCOVERY INC1.94%Reduce -13.1%1,657,800$50.89MNo quoteNo quote
26AALAMERICAN AIRLS GROUP INC1.92%Add +0.0%1,544,775$50.38M$32.61No quote
27QCOMQUALCOMM INC1.82%Add +0.5%630,115$47.93M$76.07No quote
28CCITIGROUP INC1.74%Add +0.6%651,231$45.61M$70.03No quote
29TVTYTIVITY HEALTH INC1.68%New2,693,150$44.28MNo quoteNo quote
30CVSCVS HEALTH CORP1.57%New759,575$41.39M$54.49No quote
31BABAALIBABA GROUP HLDG LTD1.49%Add +5039.6%231,280$39.19M$169.45No quote
32MNKMALLINCKRODT PUB LTD CO1.36%Add +25.4%3,904,050$35.84MNo quoteNo quote
33SFIXSTITCH FIX INC1.07%-876,225$28.03MNo quoteNo quote
34EBEVENTBRITE INC1.02%New1,655,875$26.83MNo quoteNo quote
35CHGGCHEGG INC0.73%-500,000$19.3MNo quoteNo quote
36APOAPOLLO GLOBAL MGMT LLC0.59%Reduce -1.5%449,500$15.42M$34.30No quote
37WLHLYON WILLIAM HOMES0.56%Reduce -1.5%809,880$14.76MNo quoteNo quote
38PBIPITNEY BOWES INC0.52%Add +34.9%3,217,875$13.77M$4.28No quote
39CGCARLYLE GROUP L P0.50%-583,800$13.2M$22.61No quote
40GTYHZZZZGTY TECHNOLOGY HOLDINGS INC0.48%-1,851,725$12.68MNo quoteNo quote
41WDWALKER & DUNLOP INC0.40%-200,000$10.64M$53.21No quote
42MICMACQUARIE INFRASTRUCTURE COR0.40%-258,000$10.46MNo quoteNo quote
43CTLCENTURYLINK INC0.36%Reduce -82.2%812,891$9.56MNo quoteNo quote
44BXBLACKSTONE GROUP L P0.33%Reduce -7.1%196,000$8.71M$44.42No quote
45COTCOTT CORP QUE0.30%-600,000$8.01MNo quoteNo quote
46UPROPROSHARES TR0.30%-145,600$7.88MNo quoteNo quote
47NCMINATIONAL CINEMEDIA INC0.27%Add +14.7%1,090,000$7.15M$6.56No quote
48NGLNGL ENERGY PARTNERS LP0.27%-475,000$7.02MNo quoteNo quote
49SSWSEASPAN CORP0.24%Reduce -4.0%640,175$6.28MNo quoteNo quote
50JEJUST ENERGY GROUP INC0.24%Reduce -47.3%1,455,900$6.26MNo quoteNo quote
51BGCPBGC PARTNERS INC0.20%-1,001,000$5.24MNo quoteNo quote
52QUADQUAD / GRAPHICS INC0.18%Add +125.0%585,000$4.63M$7.91No quote
53TWOTWO HBRS INVT CORP0.17%Reduce -5.3%359,080$4.55MNo quoteNo quote
54FUNCEDAR FAIR L P0.16%Add +68.6%88,500$4.22MNo quoteNo quote
55ETENERGY TRANSFER LP0.16%-296,240$4.17M$14.08No quote
56CIMCHIMERA INVT CORP0.16%Reduce -21.4%220,000$4.15MNo quoteNo quote
57AAICARLINGTON ASSET INVT CORP0.15%-591,700$4.07MNo quoteNo quote
58CHSCHICOS FAS INC0.15%New1,150,000$3.88MNo quoteNo quote
59ANFABERCROMBIE & FITCH CO0.12%New200,000$3.21M$16.04No quote
60FCAUFIAT CHRYSLER AUTOMOBILES N0.11%Reduce -60.0%200,000$2.76MNo quoteNo quote
61NEWMNEW MEDIA INVT GROUP INC0.10%Reduce -14.6%292,000$2.76MNo quoteNo quote
62OZMOCH ZIFF CPTL MANGEMNT GRP I0.10%New119,500$2.74MNo quoteNo quote
63FTRFRONTIER COMMUNICATIONS CORP0.10%Reduce -18.1%1,500,459$2.63MNo quoteNo quote
64WPGWASHINGTON PRIME GROUP NEW0.08%-575,000$2.2MNo quoteNo quote
65NBRNABORS INDUSTRIES LTD0.06%Add +20.8%505,748$1.47M$2.90No quote
66TWTRTWITTER INC0.05%-41,000$1.43MNo quoteNo quote
67MAXRMAXAR TECHNOLOGIES INC0.05%Add +13.1%178,725$1.4MNo quoteNo quote
68GHLGREENHILL & CO INC0.04%Reduce -63.7%77,000$1.05MNo quoteNo quote
69CHPECHAPARRAL ENERGY INC0.03%New194,610$917KNo quoteNo quote
70DBDDIEBOLD NXDF INC0.03%Add +165.7%93,000$852KNo quoteNo quote
71BBBYQBED BATH & BEYOND INC0.03%Reduce -7.1%69,950$813KNo quoteNo quote
72GMEGAMESTOP CORP NEW0.03%Add +47.4%144,750$792KNo quoteNo quote
73PPLTABERDEEN STD PLATINUM ETF TR0.03%-10,000$789KNo quoteNo quote
74GRUBGRUBHUB INC0.03%New9,000$702KNo quoteNo quote
75GOOGLALPHABET INC0.02%-600$650K$1083.33No quote
76UISUNISYS CORP0.02%Add +42.0%65,275$634KNo quoteNo quote
77TNADIREXION SHS ETF TR0.02%-10,000$623KNo quoteNo quote
78NAILDIREXION SHS ETF TR0.02%-11,000$505KNo quoteNo quote
79BIDUBAIDU INC0.02%Reduce -98.0%3,500$411K$117.43No quote
80WDCWESTERN DIGITAL CORP0.02%Add +18.0%8,370$398K$47.55No quote
81XOGEXTRACTION OIL AND GAS INC0.01%New80,000$346KNo quoteNo quote
82HALOHALOZYME THERAPEUTICS INC0.01%-20,000$344K$17.20No quote
83SIGSIGNET JEWELERS LIMITED0.01%Add +57.0%16,470$294KNo quoteNo quote
84NWLNEWELL BRANDS INC0.01%Reduce -95.6%17,670$272K$15.39No quote
85ALSKALASKA COMMUNICATIONS SYS GR0.01%-150,000$256KNo quoteNo quote
86NENOBLE CORP PLC0.01%Add +15.3%130,720$244K$1.87No quote
87ARANTERO RES CORP0.01%New34,480$191K$5.54No quote
88CYHCOMMUNITY HEALTH SYS INC NEW0.01%Add +54.1%66,525$178KNo quoteNo quote
89MDRMCDERMOTT INTL INC0.01%Reduce -2.0%14,875$144KNo quoteNo quote
90BCSBARCLAYS PLC0.00%-16,765$128K$7.63No quote
91GNCGNC HLDGS INC0.00%-72,090$108KNo quoteNo quote
92CHKCHESAPEAKE ENERGY CORP0.00%Add +29.0%24,150$47KNo quoteNo quote
93EXPREXPRESS INC0.00%Reduce -69.6%14,900$41KNo quoteNo quote
94ASNAASCENA RETAIL GROUP INC0.00%Add +22.4%48,500$30KNo quoteNo quote
95OBEOBSIDIAN ENERGY LTD0.00%Reduce -85.7%22,503$27KNo quoteNo quote
110WMCWESTERN ASSET MTG CAP CORP-Sold0$0No quoteNo quote
109WFCWELLS FARGO CO NEW-Sold0$0No quoteNo quote
108STWDSTARWOOD PPTY TR INC-Sold0$0No quoteNo quote
107RITMNEW RESIDENTIAL INVT CORP-Sold0$0No quoteNo quote
106LVSLAS VEGAS SANDS CORP-Sold0$0No quoteNo quote
105KKRKKR & CO INC-Sold0$0No quoteNo quote
104JMPJMP GROUP LLC-Sold0$0No quoteNo quote
103GTYHWGTY TECHNOLOGY HOLDINGS INC-Sold0$0No quoteNo quote
102EIGIENDURANCE INTL GROUP HLDGS I-Sold0$0No quoteNo quote
101CODICOMPASS DIVERSIFIED HOLDINGS-Sold0$0No quoteNo quote
100CCSCENTURY CMNTYS INC-Sold0$0No quoteNo quote
99CELGCELGENE CORP-Sold0$0No quoteNo quote
98CVNACARVANA CO-Sold0$0No quoteNo quote
97AHTASHFORD HOSPITALITY TR INC-Sold0$0No quoteNo quote
96AGNALLERGAN PLC-Sold0$0No quoteNo quote