Bill Miller - Miller Value Partners
As of Q1 2026, Bill Miller reported 55 long-equity positions worth $383.18M in aggregate.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 31 of 37 rows. Rows without a quote are marked unavailable.
| 1 | LNC | LINCOLN NATL CORP IND | 8.50% | Add +5.2% | 519,255 | $18.65M | $35.91 | |
| 2 | NBR | NABORS INDUSTRIES LTD | 7.39% | Add +38.3% | 388,745 | $16.21M | $41.71 | |
| 3 | BFH | BREAD FINANCIAL HOLDINGS INC | 7.07% | Add +1.9% | 309,825 | $15.52M | $50.08 | |
| 4 | GTN | GRAY MEDIA INC | 7.04% | Add +5.7% | 3,577,790 | $15.46M | $4.32 | |
| 5 | QUAD | QUAD / GRAPHICS INC | 6.39% | Add +2.2% | 2,574,225 | $14.03M | $5.45 | |
| 6 | JXN | JACKSON FINANCIAL INC | 4.62% | Reduce -11.9% | 120,950 | $10.13M | $83.78 | |
| 7 | UGI | UGI CORP NEW | 4.40% | - | 292,000 | $9.66M | $33.07 | |
| 8 | VZ | VERIZON COMMUNICATIONS INC | 4.09% | New | 198,000 | $8.98M | $45.36 | |
| 9 | GCI | GANNETT CO INC | 3.57% | Add +13.2% | 2,712,815 | $7.84M | No quote | No quote |
| 10 | CTO | CTO RLTY GROWTH INC NEW | 3.38% | - | 383,900 | $7.41M | $19.31 | |
| 11 | OMF | ONEMAIN HLDGS INC | 3.32% | - | 149,000 | $7.28M | $48.88 | |
| 12 | BMY | BRISTOL-MYERS SQUIBB CO | 3.00% | - | 108,000 | $6.59M | $60.99 | |
| 13 | WAL | WESTERN ALLIANCE BANCORP | 2.92% | Reduce -40.9% | 83,455 | $6.41M | $76.83 | |
| 14 | CHRD | CHORD ENERGY CORPORATION | 2.71% | - | 52,766 | $5.95M | $112.72 | |
| 15 | VTRS | VIATRIS INC | 2.46% | - | 619,000 | $5.39M | $8.71 | |
| 16 | UNFI | UNITED NAT FOODS INC | 2.36% | Reduce -54.2% | 188,955 | $5.18M | $27.39 | |
| 17 | CNDT | CONDUENT INC | 2.31% | Add +21.1% | 1,875,380 | $5.06M | $2.70 | |
| 18 | JELD | JELD-WEN HLDG INC | 2.11% | New | 776,425 | $4.64M | $5.97 | |
| 19 | MSTR | MICROSTRATEGY INC | 2.00% | - | 15,250 | $4.4M | $288.27 | |
| 20 | STLA | STELLANTIS N.V | 1.99% | - | 390,000 | $4.37M | $11.21 | |
| 21 | DCH | AMERICAN AXLE & MFG HLDGS IN | 1.85% | Add +88.0% | 995,690 | $4.05M | $4.07 | |
| 22 | BKE | BUCKLE INC | 1.83% | - | 105,000 | $4.02M | $38.32 | |
| 23 | BCC | BOISE CASCADE CO DEL | 1.79% | - | 40,000 | $3.92M | $98.09 | |
| 24 | DEA | EASTERLY GOVT PPTYS INC | 1.77% | New | 367,000 | $3.89M | No quote | No quote |
| 25 | BBW | BUILD-A-BEAR WORKSHOP INC | 1.69% | Add +5.3% | 100,000 | $3.72M | $37.17 | |
| 26 | ARLP | ALLIANCE RESOURCE PARTNERS L | 1.58% | - | 127,000 | $3.46M | $27.28 | |
| 27 | FOSL | FOSSIL GROUP INC | 1.55% | Add +15.3% | 2,965,160 | $3.41M | $1.15 | |
| 28 | T | AT&T INC | 1.50% | Reduce -78.2% | 116,000 | $3.28M | $28.28 | |
| 29 | CG | CARLYLE GROUP INC | 1.39% | - | 70,000 | $3.05M | $43.59 | |
| 30 | LYB | LYONDELLBASELL INDUSTRIES N | 1.22% | New | 38,000 | $2.68M | $70.40 | |
| 31 | TPC | TUTOR PERINI CORP | 0.96% | Add +19.1% | 90,570 | $2.1M | $23.18 | |
| 32 | SMLR | SEMLER SCIENTIFIC INC | 0.87% | Add +23.3% | 53,000 | $1.92M | No quote | No quote |
| 33 | TTE | TOTALENERGIES SE | 0.23% | - | 7,650 | $494.88K | $64.69 | |
| 34 | FTI | TECHNIPFMC PLC | 0.12% | - | 8,185 | $259.38K | $31.69 | |
| 37 | TEVA | TEVA PHARMACEUTICAL INDS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 36 | PBI | PITNEY BOWES INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | ATKR | ATKORE INC | - | Sold | 0 | $0 | No quote | No quote |