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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 64 of 122 rows. Rows without a quote are marked unavailable.

1AMZNAMAZON COM INC8.63%Add +2.9%105,301$362.25M$3440.1552w: $137.70 - $177.70; reported $3440.15
2UBERUBER TECHNOLOGIES INC4.39%Reduce -1.5%3,676,022$184.24M$50.1252w: $28.48 - $64.05; reported $50.12
3DXCDXC TECHNOLOGY CO4.22%Reduce -13.1%4,552,781$177.29MNo quoteNo quote
4ADTADT INC DEL3.52%Add +4.8%13,690,452$147.72M$10.7952w: $6.48 - $17.21; reported $10.79
5BABAALIBABA GROUP HLDG LTD3.14%Add +39.6%581,480$131.87M$226.7852w: $204.39 - $319.32; reported $226.78
6OMFONEMAIN HLDGS INC3.09%Reduce -8.3%2,168,425$129.91M$59.9152w: $22.25 - $61.90; reported $59.91
7SPLKSPLUNK INC3.09%New897,758$129.8MNo quoteNo quote
8FANGDIAMONDBACK ENERGY INC2.85%Reduce -6.6%1,276,224$119.82M$93.8952w: $23.63 - $96.64; reported $93.89
9FTCHFARFETCH LTD2.79%Reduce -0.3%2,330,938$117.39MNo quoteNo quote
10NCLHNORWEGIAN CRUISE LINE HLDG L2.79%Add +3.0%3,988,706$117.31M$29.4152w: $12.56 - $34.49; reported $29.41
11METAFACEBOOK INC2.75%Add +2.7%332,285$115.54M$347.7152w: $226.90 - $358.14; reported $347.71
12TEVATEVA PHARMACEUTICAL INDS LTD2.58%Add +3.6%10,945,783$108.36M$9.9052w: $8.44 - $13.30; reported $9.90
13VRMVROOM INC2.53%Reduce -5.9%2,542,834$106.44M$41.86No quote
14GMGENERAL MTRS CO2.45%Add +3.1%1,739,246$102.91M$59.1752w: $23.33 - $64.30; reported $59.17
15WWWW INTL INC2.42%Reduce -5.9%2,816,493$101.79MNo quoteNo quote
16GOOGLALPHABET INC2.39%Add +1.7%41,133$100.44M$2441.7952w: $70.11 - $123.10; reported $2441.79
17TVTYTIVITY HEALTH INC2.34%Add +5.4%3,739,529$98.39MNo quoteNo quote
18BHCBAUSCH HEALTH COS INC2.33%Add +2.5%3,330,390$97.65M$29.3252w: $14.86 - $34.80; reported $29.32
19COFCAPITAL ONE FINL CORP2.30%Reduce -4.1%624,657$96.63M$154.6952w: $57.30 - $168.00; reported $154.69
20ETENERGY TRANSFER L P2.21%Add +0.2%8,713,020$92.62M$10.6352w: $4.98 - $11.55; reported $10.63
21AYIACUITY BRANDS INC2.19%Reduce -20.8%491,432$91.91M$187.0352w: $87.12 - $194.59; reported $187.03
22SFIXSTITCH FIX INC2.10%Add +3.0%1,459,835$88.03MNo quoteNo quote
23REALTHE REALREAL INC1.93%Add +18.2%4,110,723$81.23M$19.7652w: $11.54 - $30.22; reported $19.76
24TMHCTAYLOR MORRISON HOME CORP1.84%Reduce -5.9%2,927,893$77.36M$26.4252w: $18.38 - $33.06; reported $26.42
25GOOSCANADA GOOSE HLDGS INC1.81%Reduce -3.6%1,739,327$76.08MNo quoteNo quote
26BACBK OF AMERICA CORP1.72%Reduce -4.9%1,749,538$72.13M$41.2352w: $22.39 - $43.49; reported $41.23
27JPMJPMORGAN CHASE & CO1.68%Add +1.3%454,126$70.64M$155.5452w: $90.78 - $167.44; reported $155.54
28CCCHEMOURS CO1.62%Reduce -12.5%1,959,314$68.18MNo quoteNo quote
29VNTVONTIER CORPORATION1.59%Add +6.5%2,050,245$66.8M$32.5852w: $26.36 - $39.00; reported $32.58
30RKTROCKET COS INC1.48%Add +6.7%3,215,504$62.22M$19.3552w: $16.22 - $43.00; reported $19.35
31DALDELTA AIR LINES INC DEL1.48%Add +0.1%1,435,578$62.1M$43.2652w: $24.38 - $52.28; reported $43.26
32QUOTQUOTIENT TECHNOLOGY INC1.47%Reduce -9.8%5,709,818$61.72MNo quoteNo quote
33PGENPRECIGEN INC1.44%Add +1.7%9,257,868$60.36M$6.5252w: $3.36 - $11.10; reported $6.52
34DMDESKTOP METAL INC1.39%Reduce -14.1%5,091,748$58.56MNo quoteNo quote
35MILEMETROMILE INC1.39%Add +829.8%6,374,111$58.32MNo quoteNo quote
36CCITIGROUP INC1.18%Add +0.2%700,830$49.58M$70.7552w: $40.49 - $80.29; reported $70.75
37SOFISOFI TECHNOLOGIES INC1.16%New2,551,201$48.91M$19.1752w: $11.80 - $28.26; reported $19.17
38BABOEING CO1.15%Reduce -7.5%201,174$48.19M$239.5652w: $141.58 - $278.57; reported $239.56
39KRTXKARUNA THERAPEUTICS INC0.81%Add +2.1%297,289$33.89MNo quoteNo quote
40COINCOINBASE GLOBAL INC0.73%New121,185$30.7M$253.3052w: $208.00 - $429.54; reported $253.30
41BIIBBIOGEN INC0.66%New79,493$27.53M$346.2752w: $223.25 - $468.55; reported $346.27
42TCRTZIOPHARM ONCOLOGY INC0.65%Reduce -12.8%10,317,698$27.24MNo quoteNo quote
43TUPTUPPERWARE BRANDS CORP0.44%New771,712$18.33MNo quoteNo quote
44WESWESTERN MIDSTREAM PARTNERS L0.42%New816,500$17.49MNo quoteNo quote
45CHSCHICOS FAS INC0.36%Reduce -27.9%2,305,607$15.17MNo quoteNo quote
46GHVIUGORES HOLDINGS VI INC0.33%Reduce -1.1%804,295$13.69MNo quoteNo quote
47APOAPOLLO GLOBAL MGMT INC0.31%Reduce -17.4%211,785$13.17M$62.2052w: $36.35 - $62.59; reported $62.20
48VALEVALE S A0.26%New485,000$11.06M$22.8152w: $10.11 - $23.18; reported $22.81
49PBIPITNEY BOWES INC0.26%Add +19.5%1,246,959$10.94M$8.7752w: $2.34 - $15.50; reported $8.77
50CIMCHIMERA INVT CORP0.25%-704,400$10.61MNo quoteNo quote
51UPROPROSHARES TR0.25%-91,800$10.41MNo quoteNo quote
52HRBBLOCK H & R INC0.23%-420,000$9.86M$23.4852w: $13.05 - $26.23; reported $23.48
53VTRSVIATRIS INC0.23%Add +27.9%665,000$9.5M$14.2952w: $12.94 - $18.86; reported $14.29
54NBRNABORS INDUSTRIES LTD0.17%Reduce -2.0%63,996$7.31M$114.2452w: $21.66 - $133.61; reported $114.24
55AONEONE0.14%Add +1.2%607,219$6.06MNo quoteNo quote
56LAZLAZARD LTD0.14%-133,200$6.03M$45.2552w: $27.17 - $48.61; reported $45.25
57GCIGANNETT CO INC0.13%Add +42.6%969,050$5.32MNo quoteNo quote
58SCUSCULPTOR CAP MGMT0.12%-207,400$5.1MNo quoteNo quote
59CGCARLYLE GROUP INC0.12%Reduce -22.4%105,000$4.88M$46.4852w: $23.48 - $47.28; reported $46.48
60YETIYETI HLDGS INC0.10%-46,700$4.29M$91.8252w: $40.10 - $95.76; reported $91.82
61DBDDIEBOLD NIXDORF INC0.09%Add +32.6%305,250$3.92MNo quoteNo quote
62HMPTHOME PT CAPITAL INCORPORATED0.09%Add +3952.3%614,045$3.64MNo quoteNo quote
63MFAMFA FINL INC0.08%New773,850$3.55MNo quoteNo quote
64TENTENNECO INC0.08%Add +128.4%168,875$3.26MNo quoteNo quote
65ENDPQENDO INTL PLC0.07%Add +102.9%640,075$3MNo quoteNo quote
66EBAYEBAY INC.0.07%Add +68.0%39,525$2.78M$70.2152w: $45.36 - $70.66; reported $70.21
67BHFBRIGHTHOUSE FINL INC0.07%Add +15.9%64,224$2.76M$43.0152w: $25.13 - $49.98; reported $43.01
68GEOGEO GROUP INC NEW0.06%Reduce -59.6%360,000$2.56MNo quoteNo quote
69FFORD MTR CO DEL0.06%Add +112.5%170,000$2.53M$14.8652w: $5.74 - $16.45; reported $14.86
70BBBYQBED BATH & BEYOND INC0.06%Add +14.0%73,940$2.46MNo quoteNo quote
71CNDTCONDUENT INC0.06%Add +21.7%320,000$2.4M$7.5052w: $1.88 - $8.50; reported $7.50
72VIPSVIPSHOP HOLDINGS LIMITED0.06%New117,000$2.35M$20.0852w: $14.87 - $46.00; reported $20.08
73TWTRTWITTER INC0.05%Add +94.6%29,833$2.05MNo quoteNo quote
74APTSPREFERRED APT CMNTYS INC0.05%New210,000$2.05MNo quoteNo quote
75QUADQUAD / GRAPHICS INC0.05%-477,800$1.98M$4.1552w: $2.11 - $6.36; reported $4.15
76ARLPALLIANCE RESOURCE PARTNERS L0.04%Reduce -7.4%250,700$1.81M$7.2152w: $2.63 - $7.40; reported $7.21
77UNMUNUM GROUP0.04%Add +5.1%57,250$1.63M$28.4052w: $15.44 - $31.98; reported $28.40
78DBDEUTSCHE BANK A G0.03%Add +150.0%100,000$1.31M$13.0852w: $7.84 - $15.34; reported $13.08
79TAT&T INC0.03%Add +100.0%40,000$1.15M$28.7752w: $19.90 - $25.59; reported $28.77
80BIDUBAIDU INC0.02%New5,000$1.02M$204.0052w: $114.75 - $354.82; reported $204.00
81AUDAUDACY INC0.02%New224,800$969KNo quoteNo quote
82RVLVREVOLVE GROUP INC0.02%Reduce -13.9%12,417$856K$68.9452w: $14.82 - $72.44; reported $68.94
83ATCOATLAS CORP0.02%Reduce -92.2%58,436$833KNo quoteNo quote
84KHCKRAFT HEINZ CO0.02%-20,000$816K$40.8052w: $28.56 - $44.95; reported $40.80
85MSTRMICROSTRATEGY INC0.02%Add +75.4%1,163$773K$664.6652w: $11.42 - $131.50; reported $664.66
86PRDOPERDOCEO ED CORP0.02%New60,000$736K$12.2752w: $10.62 - $17.49; reported $12.27
87CXWCORECIVIC INC0.02%-65,000$680KNo quoteNo quote
88WBAWALGREENS BOOTS ALLIANCE INC0.01%-10,000$526KNo quoteNo quote
89JDJD.COM INC0.01%-6,525$521K$79.8552w: $58.76 - $108.29; reported $79.85
90ASPLWSASPIRATIONAL CONSUMER LIFEST0.01%-250,000$480KNo quoteNo quote
92UAUNDER ARMOUR INC0.01%-25,700$477K$18.5652w: $8.21 - $21.82; reported $18.56
91MOALTRIA GROUP INC0.01%-10,000$477K$47.7052w: $35.83 - $52.59; reported $47.70
93SIGSIGNET JEWELERS LIMITED0.01%Reduce -17.5%4,775$386KNo quoteNo quote
94WFCWELLS FARGO CO NEW0.01%Reduce -42.1%7,700$349K$45.3252w: $20.76 - $48.13; reported $45.32
95TAKTAKEDA PHARMACEUTICAL CO LTD0.01%Add +100.0%20,000$337K$16.8552w: $15.30 - $19.97; reported $16.85
96CSCREDIT SUISSE GROUP0.01%-30,000$315KNo quoteNo quote
97CMPSCOMPASS PATHWAYS PLC0.01%-8,000$305KNo quoteNo quote
98UISUNISYS CORP0.01%Reduce -67.7%9,600$243KNo quoteNo quote
99OPENOPENDOOR TECHNOLOGIES INC0.01%Reduce -13.3%13,000$230K$17.6952w: $10.55 - $39.24; reported $17.69
100ARANTERO RESOURCES CORP0.01%Reduce -24.7%14,225$214K$15.0452w: $2.46 - $15.35; reported $15.04
102CPNGCOUPANG INC0.01%New5,000$209K$41.8052w: $30.65 - $69.00; reported $41.80
101CLFCLEVELAND-CLIFFS INC NEW0.01%Reduce -12.4%9,698$209K$21.5552w: $4.92 - $24.77; reported $21.55
103MMACYS INC0.00%-10,000$190K$19.0052w: $5.57 - $22.30; reported $19.00
104VODVODAFONE GROUP PLC NEW0.00%-10,000$171KNo quoteNo quote
105SOFIWSOFI TECHNOLOGIES INC0.00%New20,000$170KNo quoteNo quote
106CDEVCENTENNIAL RESOURCE DEV INC0.00%-25,000$169KNo quoteNo quote
107BKDBROOKDALE SR LIVING INC0.00%-20,000$158K$7.9052w: $2.36 - $8.95; reported $7.90
108ERFENERPLUS CORP0.00%-20,000$144KNo quoteNo quote
109OXY/WSOCCIDENTAL PETE CORPCUSIP 6745991620.00%-10,000$139KNo quoteNo quote
110LUMNLUMEN TECHNOLOGIES INC0.00%-10,000$136KNo quoteNo quote
111MEUSW23ANDME HOLDING CO0.00%New40,000$121KNo quoteNo quote
112SOACWSSUSTAINABLE OPPORTNTS ACQ CO0.00%New10,000$14KNo quoteNo quote
122WDAYWORKDAY INC-Sold0$0No quoteNo quote
121VGACWSVG ACQUISITION CORP-Sold0$0No quoteNo quote
120IPOEWSSOCIAL CAPITAL HEDOSOPHA HLD-Sold0$0No quoteNo quote
119IPOESOCIAL CAPITAL HEDOSOPHA HLD-Sold0$0No quoteNo quote
118RBLXROBLOX CORP-Sold0$0No quoteNo quote
117ZDJ2 GLOBAL INC-Sold0$0No quoteNo quote
116GTYHZZZZGTY TECHNOLOGY HOLDINGS INC-Sold0$0No quoteNo quote
115FLXNFLEXION THERAPEUTICS INC-Sold0$0No quoteNo quote
114ETMENTERCOM COMMUNICATIONS CORP-Sold0$0No quoteNo quote
113DISCADISCOVERY INC-Sold0$0No quoteNo quote