Bill Miller - Miller Value Partners
As of Q1 2026, this manager reported 55 long-equity positions worth $383.18M in aggregate.
As of Q1 2026, Bill Miller's Miller Value Partners held 55 long-equity positions with a reported value of $383.18M.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 30 of 35 rows. Rows without a quote are marked unavailable.
| 1 | LNC | LINCOLN NATL CORP IND | 8.36% | Add +9.7% | 569,480 | $19.7M | $34.60 | |
| 2 | BFH | BREAD FINANCIAL HOLDINGS INC | 7.94% | Add +5.7% | 327,385 | $18.7M | $57.12 | |
| 3 | NBR | NABORS INDUSTRIES LTD | 7.42% | Add +60.5% | 624,100 | $17.49M | $28.02 | |
| 4 | GTN | GRAY MEDIA INC | 7.01% | Add +2.0% | 3,647,805 | $16.52M | $4.53 | |
| 5 | QUAD | QUAD / GRAPHICS INC | 6.50% | Add +5.3% | 2,710,380 | $15.31M | $5.65 | |
| 6 | GCI | GANNETT CO INC | 4.99% | Add +21.1% | 3,284,510 | $11.76M | No quote | No quote |
| 7 | JXN | JACKSON FINANCIAL INC | 4.71% | Add +3.3% | 124,995 | $11.1M | $88.79 | |
| 8 | UGI | UGI CORP NEW | 4.51% | - | 292,000 | $10.63M | $36.42 | |
| 9 | VZ | VERIZON COMMUNICATIONS INC | 3.64% | - | 198,000 | $8.57M | $43.27 | |
| 10 | OMF | ONEMAIN HLDGS INC | 3.60% | - | 149,000 | $8.49M | $57.00 | |
| 11 | JELD | JELD-WEN HLDG INC | 3.12% | Add +141.4% | 1,874,420 | $7.35M | $3.92 | |
| 12 | CNDT | CONDUENT INC | 3.09% | Add +46.9% | 2,755,225 | $7.27M | $2.64 | |
| 13 | CTO | CTO RLTY GROWTH INC NEW | 2.92% | Add +4.0% | 399,145 | $6.89M | $17.26 | |
| 14 | WAL | WESTERN ALLIANCE BANCORP | 2.76% | - | 83,455 | $6.51M | $77.98 | |
| 15 | MSTR | MICROSTRATEGY INC | 2.62% | - | 15,250 | $6.16M | $404.23 | |
| 16 | DCH | AMERICAN AXLE & MFG HLDGS IN | 2.49% | Add +44.6% | 1,439,920 | $5.87M | $4.08 | |
| 17 | VTRS | VIATRIS INC | 2.35% | - | 619,000 | $5.53M | $8.93 | |
| 18 | BBW | BUILD-A-BEAR WORKSHOP INC | 2.30% | Add +5.0% | 105,000 | $5.41M | $51.56 | |
| 19 | FOSL | FOSSIL GROUP INC | 2.18% | Add +17.0% | 3,469,727 | $5.14M | $1.48 | |
| 20 | CHRD | CHORD ENERGY CORPORATION | 2.17% | - | 52,766 | $5.11M | $96.85 | |
| 21 | BMY | BRISTOL-MYERS SQUIBB CO | 2.12% | - | 108,000 | $5M | $46.29 | |
| 22 | BKE | BUCKLE INC | 2.02% | - | 105,000 | $4.76M | $45.35 | |
| 23 | STLA | STELLANTIS N.V | 1.66% | - | 390,000 | $3.91M | $10.03 | |
| 24 | CG | CARLYLE GROUP INC | 1.53% | - | 70,000 | $3.6M | $51.40 | |
| 25 | BCC | BOISE CASCADE CO DEL | 1.47% | - | 40,000 | $3.47M | $86.82 | |
| 26 | ARLP | ALLIANCE RESOURCE PARTNERS L | 1.41% | - | 127,000 | $3.32M | $26.14 | |
| 27 | DEA | EASTERLY GOVT PPTYS INC | 1.38% | New | 146,800 | $3.26M | No quote | No quote |
| 28 | UNFI | UNITED NAT FOODS INC | 1.36% | Reduce -27.3% | 137,405 | $3.2M | $23.31 | |
| 29 | LYB | LYONDELLBASELL INDUSTRIES N | 0.93% | - | 38,000 | $2.2M | $57.86 | |
| 30 | SMLR | SEMLER SCIENTIFIC INC | 0.87% | - | 53,000 | $2.05M | No quote | No quote |
| 31 | TPC | TUTOR PERINI CORP | 0.26% | Reduce -85.8% | 12,910 | $603.93K | $46.78 | |
| 32 | TTE | TOTALENERGIES SE | 0.20% | - | 7,650 | $469.63K | $61.39 | |
| 33 | FTI | TECHNIPFMC PLC | 0.12% | Reduce -0.9% | 8,115 | $279.48K | $34.44 | |
| 35 | DEA | EASTERLY GOVT PPTYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 34 | T | AT&T INC | - | Sold | 0 | $0 | No quote | No quote |