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Focused investors/Bill Miller

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.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 18 of 46 rows. Rows without a quote are marked unavailable.

1AGOASSURED GUARANTY LTD COM5.50%-6,361,050$108.84M$17.11No quote
2SSPRINT NEXTEL CORP COM SER 15.46%-23,342,250$108.08MNo quoteNo quote
3UAUAUAL CORP COM NEW5.08%-4,247,979$100.5MNo quoteNo quote
4CCITIGROUP INC COM4.51%-22,813,783$89.19M$3.91No quote
5XLXL GROUP PLC SHS4.35%-3,973,045$86.06MNo quoteNo quote
6AESAES CORP COM4.20%-7,313,900$83.01M$11.35No quote
7EKDKQEASTMAN KODAK CO COM4.17%-19,648,000$82.52MNo quoteNo quote
8EXPEEXPEDIA INC DEL COM3.86%-2,702,700$76.3M$28.23No quote
9RHTRED HAT INC COM3.74%-1,805,929$74.04MNo quoteNo quote
10NIHDNII HLDGS INC CL B NEW3.65%-1,757,068$72.22MNo quoteNo quote
11DALDELTA AIR LINES INC DEL COM NEW3.49%-5,935,545$69.09M$11.64No quote
12HIGHARTFORD FINL SVCS GROUP INC COM3.45%-2,973,575$68.24M$22.95No quote
13MTGMGIC INVT CORP WIS COM3.27%-7,014,100$64.74M$9.23No quote
14GNWGENWORTH FINL INC COM CL A3.15%-5,101,575$62.34MNo quoteNo quote
15AFLAFLAC INC COM2.50%-954,800$49.37M$51.71No quote
16CLWRCLEARWIRE CORP NEW CL A2.40%-5,859,450$47.4MNo quoteNo quote
17LCCU S AIRWAYS GROUP INC COM2.18%-4,669,412$43.19MNo quoteNo quote
18AMZNAMAZON COM INC COM2.10%-264,900$41.61M$157.06No quote
19SLMSLM CORP COM2.10%-3,596,326$41.54M$11.55No quote
20BACWSABANK OF AMERICA CORPORATION *W EXP 01/16/2012.09%-6,369,900$41.28MNo quoteNo quote
21MWWMONSTER WORLDWIDE INC COM2.01%-3,067,020$39.75MNo quoteNo quote
22LENLENNAR CORP CL A1.89%-2,436,300$37.47M$15.38No quote
23DGITDG FASTCHANNEL INC COM1.87%-1,704,600$37.08MNo quoteNo quote
24MUMICRON TECHNOLOGY INC COM1.86%-5,101,700$36.78M$7.21No quote
25ARCCARES CAP CORP COM1.83%-2,314,953$36.23MNo quoteNo quote
26BYDBOYD GAMING CORP COM1.75%-4,781,800$34.67M$7.25No quote
27SNVSYNOVUS FINL CORP COM1.72%-13,789,400$33.92MNo quoteNo quote
28CACA INC COM1.53%-1,430,300$30.21MNo quoteNo quote
29JPMWSJPMORGAN CHASE & CO *W EXP 10/28/2011.25%-2,121,425$24.76MNo quoteNo quote
30MGMMGM RESORTS INTERNATIONAL COM1.23%-2,163,745$24.41M$11.28No quote
31MNKDMANNKIND CORP COM1.16%-3,391,409$22.93MNo quoteNo quote
32RYLRYLAND GROUP INC COM1.15%-1,270,350$22.77MNo quoteNo quote
33YHOOYAHOO INC COM1.14%-1,585,670$22.47MNo quoteNo quote
34SLRCSOLAR CAP LTD COM1.13%-1,044,621$22.41MNo quoteNo quote
35PHMPULTE GROUP INC COM1.12%-2,539,250$22.24M$8.76No quote
36WFRMEMC ELECTR MATLS INC COM1.06%-1,760,733$20.99MNo quoteNo quote
37CICIGNA CORP COM1.05%-582,159$20.83M$35.78No quote
38AINVAPOLLO INVT CORP COM0.81%-1,569,378$16.06MNo quoteNo quote
39FITBPFIFTH THIRD BANCORP CNV PFD DEP1/2500.65%-99,637$12.82MNo quoteNo quote
40IDTIINTEGRATED DEVICE TECHNOLOGY COM0.63%-2,125,600$12.44MNo quoteNo quote
41LEDRMARKET LEADER INC COM0.51%-4,671,207$10.05MNo quoteNo quote
42IOSPINNOSPEC INC COM0.47%-608,822$9.27MNo quoteNo quote
43STXSEAGATE TECHNOLOGY PLC SHS0.32%-531,400$6.26M$11.78No quote
44TERTERADYNE INC COM0.30%-531,400$5.92M$11.14No quote
45BWENBROADWIND ENERGY INC COM0.23%-2,385,800$4.46MNo quoteNo quote
46IDL-1 IDENTITY SOLUTIONS INC COM0.06%-101,270$1.19MNo quoteNo quote