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 34 of 37 rows. Rows without a quote are marked unavailable.
| 1 | NBR | NABORS INDUSTRIES LTD | 10.11% | Add +7.8% | 673,095 | $27.51M | $40.87 | |
| 2 | LNC | LINCOLN NATL CORP IND | 7.72% | Reduce -8.6% | 520,676 | $21M | $40.33 | |
| 3 | GTN | GRAY MEDIA INC | 7.56% | Reduce -2.5% | 3,558,215 | $20.57M | $5.78 | |
| 4 | QUAD | QUAD / GRAPHICS INC | 6.03% | Reduce -3.2% | 2,623,475 | $16.42M | $6.26 | |
| 5 | BFH | BREAD FINANCIAL HOLDINGS INC | 5.53% | Reduce -17.5% | 270,010 | $15.06M | $55.77 | |
| 6 | GCI | GANNETT CO INC | 5.16% | Add +3.6% | 3,403,265 | $14.06M | No quote | No quote |
| 7 | CNDT | CONDUENT INC | 4.15% | Add +46.3% | 4,030,825 | $11.29M | $2.80 | |
| 8 | DCH | AMERICAN AXLE & MFG HLDGS IN | 3.79% | Add +19.3% | 1,717,095 | $10.32M | $6.01 | |
| 9 | JELD | JELD-WEN HLDG INC | 3.73% | Add +10.4% | 2,068,840 | $10.16M | $4.91 | |
| 10 | JXN | JACKSON FINANCIAL INC | 3.49% | Reduce -24.9% | 93,825 | $9.5M | $101.23 | |
| 11 | UGI | UGI CORP NEW | 3.20% | Reduce -10.3% | 262,000 | $8.71M | $33.26 | |
| 12 | VZ | VERIZON COMMUNICATIONS INC | 3.20% | - | 198,000 | $8.7M | $43.95 | |
| 13 | FOSL | FOSSIL GROUP INC | 3.14% | Reduce -4.1% | 3,326,395 | $8.55M | $2.57 | |
| 14 | ITRN | ITURAN LOCATION AND CONTROL | 2.82% | New | 215,000 | $7.68M | $35.72 | |
| 15 | UPS | UNITED PARCEL SERVICE INC | 2.66% | New | 86,600 | $7.23M | $83.53 | |
| 16 | CTO | CTO RLTY GROWTH INC NEW | 2.57% | Add +7.5% | 429,145 | $7M | $16.30 | |
| 17 | BBW | BUILD-A-BEAR WORKSHOP INC | 2.35% | Reduce -6.7% | 98,000 | $6.39M | $65.21 | |
| 18 | VTRS | VIATRIS INC | 2.25% | - | 619,000 | $6.13M | $9.90 | |
| 19 | CALM | CAL MAINE FOODS INC | 2.14% | New | 62,000 | $5.83M | $94.10 | |
| 20 | WAL | WESTERN ALLIANCE BANCORP | 2.02% | Reduce -24.0% | 63,455 | $5.5M | $86.72 | |
| 21 | CHRD | CHORD ENERGY CORPORATION | 1.93% | - | 52,766 | $5.24M | $99.37 | |
| 22 | OMF | ONEMAIN HLDGS INC | 1.91% | Reduce -38.3% | 91,941 | $5.19M | $56.46 | |
| 23 | MSTR | STRATEGY INC | 1.81% | - | 15,250 | $4.91M | $322.21 | |
| 24 | BMY | BRISTOL-MYERS SQUIBB CO | 1.79% | - | 108,000 | $4.87M | $45.10 | |
| 25 | BKE | BUCKLE INC | 1.55% | Reduce -31.4% | 72,000 | $4.22M | $58.66 | |
| 26 | STLA | STELLANTIS N.V | 1.34% | - | 390,000 | $3.64M | $9.34 | |
| 27 | ARLP | ALLIANCE RESOURCE PARTNERS L | 1.18% | - | 127,000 | $3.21M | $25.29 | |
| 28 | BCC | BOISE CASCADE CO DEL | 1.05% | Reduce -7.5% | 37,000 | $2.86M | $77.32 | |
| 29 | UNFI | UNITED NAT FOODS INC | 1.02% | Reduce -46.5% | 73,445 | $2.76M | $37.62 | |
| 30 | CG | CARLYLE GROUP INC | 0.92% | Reduce -42.9% | 40,000 | $2.51M | $62.70 | |
| 31 | LYB | LYONDELLBASELL INDUSTRIES N | 0.68% | - | 38,000 | $1.86M | $49.04 | |
| 32 | SMLR | SEMLER SCIENTIFIC INC | 0.58% | - | 53,000 | $1.59M | No quote | No quote |
| 33 | UPBD | UPBOUND GROUP INC | 0.17% | New | 20,000 | $472.6K | $23.63 | |
| 34 | TTE | TOTALENERGIES SE | 0.17% | - | 7,650 | $456.63K | $59.69 | |
| 35 | TPC | TUTOR PERINI CORP | 0.16% | Reduce -47.2% | 6,815 | $447K | $65.59 | |
| 36 | FTI | TECHNIPFMC PLC | 0.11% | Reduce -7.5% | 7,510 | $296.27K | $39.45 | |
| 37 | DEA | EASTERLY GOVT PPTYS INC | - | Sold | 0 | $0 | No quote | No quote |