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 33 of 37 rows. Rows without a quote are marked unavailable.
| 1 | NBR | NABORS INDUSTRIES LTD | 11.53% | Reduce -10.4% | 602,737 | $32.73M | $54.30 | |
| 2 | LNC | LINCOLN NATL CORP IND | 7.92% | Reduce -3.1% | 504,761 | $22.48M | $44.53 | |
| 3 | GTN | GRAY MEDIA INC | 6.80% | Add +12.1% | 3,988,495 | $19.3M | $4.84 | |
| 4 | GCI | USA TODAY CO INC | 6.18% | Add +0.0% | 3,403,345 | $17.53M | No quote | No quote |
| 5 | QUAD | QUAD / GRAPHICS INC | 6.05% | Add +4.4% | 2,737,890 | $17.17M | $6.27 | |
| 6 | BFH | BREAD FINANCIAL HOLDINGS INC | 5.25% | Reduce -25.4% | 201,415 | $14.91M | $74.03 | |
| 7 | FOSL | FOSSIL GROUP INC | 4.22% | Reduce -4.3% | 3,184,415 | $11.97M | $3.76 | |
| 8 | DCH | AMERICAN AXLE & MFG HLDGS IN | 3.92% | Add +1.0% | 1,734,780 | $11.12M | $6.41 | |
| 9 | CNDT | CONDUENT INC | 3.78% | Add +38.5% | 5,583,385 | $10.72M | $1.92 | |
| 10 | JELD | JELD-WEN HLDG INC | 3.58% | Add +99.8% | 4,134,210 | $10.17M | $2.46 | |
| 11 | UGI | UGI CORP NEW | 3.46% | - | 262,000 | $9.81M | $37.43 | |
| 12 | ITRN | ITURAN LOCATION AND CONTROL | 3.26% | - | 215,000 | $9.25M | $43.01 | |
| 13 | JXN | JACKSON FINANCIAL INC | 3.24% | Reduce -8.2% | 86,150 | $9.19M | $106.65 | |
| 14 | UPS | UNITED PARCEL SERVICE INC | 3.03% | - | 86,600 | $8.59M | $99.19 | |
| 15 | VZ | VERIZON COMMUNICATIONS INC | 2.84% | - | 198,000 | $8.06M | $40.73 | |
| 16 | CTO | CTO RLTY GROWTH INC NEW | 2.82% | Add +1.2% | 434,145 | $7.99M | $18.41 | |
| 17 | VTRS | VIATRIS INC | 2.72% | - | 619,000 | $7.71M | $12.45 | |
| 18 | BMY | BRISTOL-MYERS SQUIBB CO | 2.05% | - | 108,000 | $5.83M | $53.94 | |
| 19 | OMF | ONEMAIN HLDGS INC | 1.97% | Reduce -9.8% | 82,941 | $5.6M | $67.55 | |
| 20 | WAL | WESTERN ALLIANCE BANCORP | 1.91% | Add +1.6% | 64,455 | $5.42M | $84.07 | |
| 21 | CHRD | CHORD ENERGY CORPORATION | 1.89% | Add +9.5% | 57,766 | $5.35M | $92.70 | |
| 22 | CALM | CAL MAINE FOODS INC | 1.74% | - | 62,000 | $4.93M | $79.57 | |
| 23 | BBW | BUILD-A-BEAR WORKSHOP INC | 1.68% | Reduce -20.4% | 78,000 | $4.78M | $61.27 | |
| 24 | STLA | STELLANTIS N.V | 1.65% | Add +10.0% | 429,000 | $4.67M | $10.89 | |
| 25 | MSTR | STRATEGY INC | 1.35% | Add +65.6% | 25,250 | $3.84M | $151.95 | |
| 26 | ARLP | ALLIANCE RESOURCE PARTNERS L | 1.08% | Add +3.9% | 132,000 | $3.07M | $23.23 | |
| 27 | BCC | BOISE CASCADE CO DEL | 0.96% | - | 37,000 | $2.72M | $73.60 | |
| 28 | MRP | MILLROSE PPTYS INC | 0.87% | New | 82,800 | $2.47M | $29.87 | |
| 29 | CG | CARLYLE GROUP INC | 0.83% | - | 40,000 | $2.36M | $59.11 | |
| 30 | LYB | LYONDELLBASELL INDUSTRIES N | 0.58% | - | 38,000 | $1.65M | $43.30 | |
| 31 | UPBD | UPBOUND GROUP INC | 0.43% | Add +250.0% | 70,000 | $1.23M | $17.56 | |
| 32 | TPC | TUTOR PERINI CORP | 0.16% | - | 6,815 | $456.74K | $67.02 | |
| 33 | UNFI | UNITED NAT FOODS INC | 0.15% | Reduce -82.8% | 12,625 | $425.08K | $33.67 | |
| 34 | FTI | TECHNIPFMC PLC | 0.12% | - | 7,510 | $334.65K | $44.56 | |
| 37 | TTE | TOTALENERGIES SE | - | Sold | 0 | $0 | No quote | No quote |
| 36 | SMLR | SEMLER SCIENTIFIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | BKE | BUCKLE INC | - | Sold | 0 | $0 | No quote | No quote |