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 2026-05-11 from SEC 13F data.
Live quotes available for 60 of 104 rows. Rows without a quote are marked unavailable.
| 1 | OMF | ONEMAIN HLDGS INC | 4.83% | Reduce -0.8% | 2,082,068 | $77.2M | $37.08 | |
| 2 | EXPE | EXPEDIA GROUP INC | 4.72% | Reduce -1.2% | 778,059 | $75.5M | $97.03 | |
| 3 | AMZN | AMAZON COM INC | 4.49% | Add +3.5% | 694,966 | $71.78M | $103.29 | |
| 4 | TMHC | TAYLOR MORRISON HOME CORP | 4.00% | Reduce -22.2% | 1,673,110 | $64.01M | $38.26 | |
| 5 | GOOGL | ALPHABET INC | 3.88% | Reduce -2.8% | 598,779 | $62.11M | $103.73 | |
| 6 | ET | ENERGY TRANSFER L P | 3.86% | Reduce -0.9% | 4,951,231 | $61.74M | $12.47 | |
| 7 | META | META PLATFORMS INC | 3.83% | Add +4.6% | 288,714 | $61.19M | $211.94 | |
| 8 | MAT | MATTEL INC | 3.77% | Reduce -2.6% | 3,271,319 | $60.22M | $18.41 | |
| 9 | DAL | DELTA AIR LINES INC DEL | 3.63% | Reduce -0.9% | 1,661,680 | $58.03M | $34.92 | |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 3.37% | Reduce -5.7% | 526,847 | $53.83M | $102.18 | |
| 11 | C | CITIGROUP INC | 3.22% | Add +6.7% | 1,099,482 | $51.55M | $46.89 | |
| 12 | OVV | OVINTIV INC | 2.99% | Reduce -9.1% | 1,326,541 | $47.86M | $36.08 | |
| 13 | NCLH | NORWEGIAN CRUISE LINE HLDG L | 2.98% | Reduce -6.8% | 3,547,135 | $47.71M | $13.45 | |
| 14 | GM | GENERAL MTRS CO | 2.80% | Reduce -9.0% | 1,218,742 | $44.7M | $36.68 | |
| 15 | GOOS | CANADA GOOSE HLDGS INC | 2.79% | Add +3.8% | 2,318,816 | $44.64M | No quote | No quote |
| 16 | UAL | UNITED AIRLS HLDGS INC | 2.74% | Reduce -1.0% | 991,821 | $43.89M | $44.25 | |
| 17 | UBER | UBER TECHNOLOGIES INC | 2.74% | Reduce -17.1% | 1,382,513 | $43.83M | $31.70 | |
| 18 | TNL | TRAVEL PLUS LEISURE CO | 2.43% | Reduce -1.2% | 989,487 | $38.79M | $39.20 | |
| 19 | COIN | COINBASE GLOBAL INC | 2.34% | Reduce -22.8% | 552,926 | $37.36M | $67.57 | |
| 20 | SPLK | SPLUNK INC | 2.31% | Reduce -0.8% | 385,585 | $36.97M | No quote | No quote |
| 21 | EXE | CHESAPEAKE ENERGY CORP | 2.25% | Add +23.4% | 472,989 | $35.97M | $76.04 | |
| 22 | JPM | JPMORGAN CHASE & CO | 2.20% | Reduce -22.7% | 269,917 | $35.17M | $130.31 | |
| 23 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 2.17% | Reduce -23.6% | 3,929,784 | $34.78M | $8.85 | |
| 24 | COF | CAPITAL ONE FINL CORP | 2.12% | Add +18.1% | 353,310 | $33.97M | $96.16 | |
| 25 | FI | FISERV INC | 2.03% | Reduce -24.8% | 287,648 | $32.51M | No quote | No quote |
| 26 | CLF | CLEVELAND-CLIFFS INC NEW | 2.03% | Reduce -11.7% | 1,768,192 | $32.41M | $18.33 | |
| 27 | KRTX | KARUNA THERAPEUTICS INC | 1.87% | Add +13.8% | 164,998 | $29.97M | No quote | No quote |
| 28 | FTCH | FARFETCH LTD | 1.86% | Reduce -11.7% | 6,048,099 | $29.7M | No quote | No quote |
| 29 | SOFI | SOFI TECHNOLOGIES INC | 1.79% | Reduce -4.0% | 4,711,202 | $28.6M | $6.07 | |
| 30 | UBS | UBS GROUP AG | 1.57% | New | 1,178,255 | $25.14M | $21.34 | |
| 31 | PTON | PELOTON INTERACTIVE INC | 1.32% | New | 1,854,465 | $21.03M | $11.34 | |
| 32 | SFIX | STITCH FIX INC | 1.03% | Reduce -23.8% | 3,227,325 | $16.49M | No quote | No quote |
| 33 | ADT | ADT INC DEL | 0.93% | Reduce -38.8% | 2,051,454 | $14.83M | $7.23 | |
| 34 | PGEN | PRECIGEN INC | 0.63% | New | 9,503,782 | $10.07M | $1.06 | |
| 35 | VTRS | VIATRIS INC | 0.53% | Reduce -6.4% | 883,500 | $8.5M | $9.62 | |
| 36 | JXN | JACKSON FINANCIAL INC | 0.49% | Reduce -16.5% | 209,225 | $7.83M | $37.41 | |
| 37 | CHS | CHICOS FAS INC | 0.47% | Add +6.5% | 1,355,922 | $7.46M | No quote | No quote |
| 38 | UPRO | PROSHARES TR | 0.45% | New | 186,950 | $7.21M | No quote | No quote |
| 39 | CTO | CTO RLTY GROWTH INC NEW | 0.44% | Add +7.9% | 411,900 | $7.11M | $17.26 | |
| 40 | BKE | BUCKLE INC | 0.44% | Reduce -14.9% | 195,000 | $6.96M | $35.69 | |
| 41 | QUAD | QUAD / GRAPHICS INC | 0.41% | Add +4.3% | 1,512,850 | $6.49M | $4.29 | |
| 42 | VALE | VALE S A | 0.38% | Reduce -21.1% | 390,001 | $6.15M | $15.78 | |
| 43 | ARLP | ALLIANCE RESOURCE PARTNERS L | 0.37% | Reduce -9.6% | 293,000 | $5.91M | $20.17 | |
| 44 | MPW | MEDICAL PPTYS TRUST INC | 0.35% | Add +18.0% | 687,000 | $5.65M | No quote | No quote |
| 45 | OGN | ORGANON & CO | 0.34% | - | 230,000 | $5.41M | $23.52 | |
| 46 | NBR | NABORS INDUSTRIES LTD | 0.33% | Add +12.0% | 43,386 | $5.29M | $121.91 | |
| 47 | MED | MEDIFAST INC | 0.29% | Add +42.2% | 44,800 | $4.64M | No quote | No quote |
| 48 | GCI | GANNETT CO INC | 0.27% | Add +29.8% | 2,331,275 | $4.36M | No quote | No quote |
| 49 | MDC | M D C HLDGS INC | 0.26% | New | 107,000 | $4.16M | No quote | No quote |
| 50 | LAZ | LAZARD LTD | 0.24% | Reduce -7.9% | 117,200 | $3.88M | $33.11 | |
| 51 | RILY | B. RILEY FINANCIAL INC | 0.23% | Add +51.2% | 132,300 | $3.76M | $28.39 | No quote |
| 52 | GEO | GEO GROUP INC NEW | 0.19% | - | 383,000 | $3.02M | No quote | No quote |
| 53 | DCH | AMERICAN AXLE & MFG HLDGS IN | 0.18% | Add +10.4% | 374,925 | $2.93M | $7.81 | |
| 54 | CC | CHEMOURS CO | 0.18% | Reduce -62.0% | 95,000 | $2.84M | No quote | No quote |
| 55 | TPC | TUTOR PERINI CORP | 0.14% | Add +15.0% | 352,815 | $2.18M | $6.17 | |
| 56 | MHO | M/I HOMES INC | 0.13% | Reduce -20.1% | 33,505 | $2.11M | $63.09 | |
| 57 | WAL | WESTERN ALLIANCE BANCORP | 0.13% | New | 58,400 | $2.08M | $35.54 | |
| 58 | APAM | ARTISAN PARTNERS ASSET MGMT | 0.13% | - | 63,000 | $2.01M | No quote | No quote |
| 59 | FTI | TECHNIPFMC PLC | 0.13% | Reduce -47.0% | 147,545 | $2.01M | $13.65 | |
| 60 | BLDR | BUILDERS FIRSTSOURCE INC | 0.12% | - | 21,500 | $1.91M | $88.78 | |
| 61 | CROX | CROCS INC | 0.11% | Reduce -10.0% | 13,500 | $1.71M | $126.44 | |
| 62 | CWH | CAMPING WORLD HLDGS INC | 0.09% | - | 67,000 | $1.4M | $20.87 | |
| 63 | CNDT | CONDUENT INC | 0.08% | Add +12.7% | 361,550 | $1.24M | $3.43 | |
| 64 | ABNB | AIRBNB INC | 0.07% | New | 9,500 | $1.18M | $124.40 | |
| 65 | PBI | PITNEY BOWES INC | 0.07% | Reduce -23.7% | 292,184 | $1.14M | $3.89 | |
| 66 | TUP | TUPPERWARE BRANDS CORP | 0.05% | Add +252.0% | 346,426 | $866.07K | No quote | No quote |
| 67 | BZH | BEAZER HOMES USA INC | 0.05% | - | 50,000 | $794K | $15.88 | |
| 68 | DO | DIAMOND OFFSHORE DRILLING IN | 0.05% | Reduce -14.3% | 60,000 | $722.4K | No quote | No quote |
| 69 | ATKR | ATKORE INC | 0.04% | - | 5,000 | $702.4K | $140.48 | |
| 70 | SCU | SCULPTOR CAP MGMT | 0.04% | Reduce -82.1% | 65,000 | $559.65K | No quote | No quote |
| 71 | MTCH | MATCH GROUP INC NEW | 0.03% | New | 14,000 | $537.46K | $38.39 | |
| 72 | FL | FOOT LOCKER INC | 0.03% | Reduce -41.2% | 12,540 | $497.71K | No quote | No quote |
| 73 | PRDO | PERDOCEO ED CORP | 0.03% | - | 35,000 | $470.05K | $13.43 | |
| 74 | LYB | LYONDELLBASELL INDUSTRIES N | 0.03% | Reduce -43.8% | 4,500 | $422.51K | $93.89 | |
| 75 | RICK | RCI HOSPITALITY HLDGS INC | 0.02% | New | 5,000 | $390.85K | No quote | No quote |
| 76 | MBC | MASTERBRAND INC | 0.02% | New | 40,000 | $321.6K | $8.04 | |
| 77 | BVH | BLUEGREEN VACATIONS HLDG COR | 0.02% | - | 10,000 | $273.8K | No quote | No quote |
| 78 | LAD | LITHIA MTRS INC | 0.01% | - | 1,000 | $228.93K | $228.93 | |
| 79 | IHRT | IHEARTMEDIA INC | 0.01% | - | 30,000 | $117K | $3.90 | |
| 80 | WW | WW INTL INC | 0.00% | New | 10,000 | $41.2K | No quote | No quote |
| 81 | OPEN | OPENDOOR TECHNOLOGIES INC | 0.00% | New | 15,000 | $26.4K | $1.76 | |
| 82 | DM | DESKTOP METAL INC | 0.00% | Add +100.0% | 10,000 | $23K | No quote | No quote |
| 83 | TMC | TMC THE METALS COMPANY INC | 0.00% | New | 20,000 | $16.58K | No quote | No quote |
| 84 | VRM | VROOM INC | 0.00% | New | 10,000 | $8.99K | $0.90 | No quote |
| 85 | UP | WHEELS UP EXPERIENCE INC | 0.00% | New | 10,000 | $6.33K | No quote | No quote |
| 86 | SDIG | STRONGHOLD DIGITAL MINING IN | 0.00% | New | 10,000 | $6.2K | No quote | No quote |
| 87 | GREE | GREENIDGE GENERATION HLDGS I | 0.00% | New | 10,000 | $4.52K | No quote | No quote |
| 88 | SDC | SMILEDIRECTCLUB INC | 0.00% | New | 10,000 | $4.3K | No quote | No quote |
| 89 | SHPW | SHAPEWAYS HOLDINGS INC | 0.00% | New | 10,000 | $3.43K | No quote | No quote |
| 98 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 97 | SPG | SIMON PPTY GROUP INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 96 | SICP | SILVERGATE CAP CORP | - | Sold | 0 | $0 | No quote | No quote |
| 95 | TROW | PRICE T ROWE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 94 | MSTR | MICROSTRATEGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 93 | DXC | DXC TECHNOLOGY CO | - | Sold | 0 | $0 | No quote | No quote |
| 92 | DB | DEUTSCHE BANK A G | - | Sold | 0 | $0 | No quote | No quote |
| 91 | BCS | BARCLAYS PLC | - | Sold | 0 | $0 | No quote | No quote |
| 90 | APO | APOLLO GLOBAL MGMT INC | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | MSTRW | MICROSTRATEGY INCNOTE 0.750%12/1 | OTHER | 1,900,000 | $1.74M |