Skip to main content
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.

Get email alerts when Bill Miller files a new 13F — sign in or create a free account.

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

Live quotes available for 66 of 126 rows. Rows without a quote are marked unavailable.

1TLTISHARES TR16.29%New4,868,500$702.62M$144.3252w: $133.19 - $163.74; reported $144.32
2JDJD.COM INC8.50%Add +77714.9%5,077,424$366.79M$72.2452w: $61.65 - $108.29; reported $72.24
3AMZNAMAZON COM INC7.23%Reduce -9.8%94,954$311.93M$3285.0452w: $144.05 - $188.65; reported $3285.04
4UBERUBER TECHNOLOGIES INC3.44%Reduce -9.9%3,310,145$148.3M$44.8052w: $32.90 - $64.05; reported $44.80
5DXCDXC TECHNOLOGY CO2.73%Reduce -22.9%3,509,419$117.95MNo quoteNo quote
6SPLKSPLUNK INC2.53%Reduce -15.9%754,847$109.23MNo quoteNo quote
7GOOGLALPHABET INC2.47%Reduce -3.2%39,833$106.49M$2673.5152w: $71.66 - $146.25; reported $2673.51
8METAFACEBOOK INC2.36%Reduce -9.8%299,560$101.67M$339.3952w: $244.61 - $384.33; reported $339.39
9ADTADT INC DEL2.25%Reduce -12.3%12,000,339$97.08M$8.0952w: $6.48 - $11.78; reported $8.09
10NCLHNORWEGIAN CRUISE LINE HLDG L2.23%Reduce -9.8%3,596,467$96.06M$26.7152w: $14.77 - $34.49; reported $26.71
11TEVATEVA PHARMACEUTICAL INDS LTD2.20%Reduce -10.8%9,758,129$95.04M$9.7452w: $8.24 - $13.30; reported $9.74
12FANGDIAMONDBACK ENERGY INC2.18%Reduce -22.0%995,316$94.23M$94.6752w: $23.63 - $102.53; reported $94.67
13BABAALIBABA GROUP HLDG LTD2.17%Add +8.8%632,761$93.68M$148.0552w: $144.44 - $319.32; reported $148.05
14OMFONEMAIN HLDGS INC2.06%Reduce -26.0%1,603,672$88.73M$55.3352w: $30.87 - $63.19; reported $55.33
15BHCBAUSCH HEALTH COS INC1.95%Reduce -9.4%3,015,889$83.99M$27.8552w: $15.27 - $34.80; reported $27.85
16TVTYTIVITY HEALTH INC1.93%Reduce -3.3%3,616,695$83.4MNo quoteNo quote
17COFCAPITAL ONE FINL CORP1.86%Reduce -20.8%494,906$80.16M$161.9752w: $70.78 - $177.95; reported $161.97
18ETENERGY TRANSFER L P1.73%Reduce -10.5%7,794,599$74.67M$9.5852w: $4.98 - $11.55; reported $9.58
19JPMJPMORGAN CHASE & CO1.72%Reduce -0.5%451,963$73.98M$163.6952w: $95.09 - $169.30; reported $163.69
20HLFHERBALIFE NUTRITION LTD1.64%New1,673,421$70.92M$42.3852w: $41.31 - $59.00; reported $42.38
21TMHCTAYLOR MORRISON HOME CORP1.64%Reduce -6.1%2,750,552$70.91M$25.7852w: $21.34 - $33.06; reported $25.78
22GMGENERAL MTRS CO1.62%Reduce -24.0%1,321,687$69.67M$52.7152w: $29.15 - $64.30; reported $52.71
23FTCHFARFETCH LTD1.61%Reduce -20.5%1,853,901$69.48MNo quoteNo quote
24DALDELTA AIR LINES INC DEL1.60%Add +12.7%1,618,328$68.96M$42.6152w: $28.74 - $52.28; reported $42.61
25WWWW INTL INC1.57%Add +31.5%3,703,319$67.59MNo quoteNo quote
26BACBK OF AMERICA CORP1.53%Reduce -10.9%1,558,279$66.15M$42.4552w: $23.12 - $44.04; reported $42.45
27MTTRMATTERPORT INC1.53%New3,489,786$65.99MNo quoteNo quote
28TUPTUPPERWARE BRANDS CORP1.51%Add +298.6%3,076,032$64.97MNo quoteNo quote
29VNTVONTIER CORPORATION1.45%Reduce -9.5%1,855,039$62.33M$33.6052w: $26.36 - $39.00; reported $33.60
30SFIXSTITCH FIX INC1.33%Reduce -1.3%1,440,613$57.55MNo quoteNo quote
31GOOSCANADA GOOSE HLDGS INC1.29%Reduce -10.4%1,557,592$55.56MNo quoteNo quote
32REALTHE REALREAL INC1.21%Reduce -3.8%3,954,884$52.13M$13.1852w: $11.46 - $30.22; reported $13.18
33AYIACUITY BRANDS INC1.21%Reduce -38.9%300,256$52.06M$173.3752w: $87.90 - $194.59; reported $173.37
34RKTROCKET COS INC1.07%Reduce -10.7%2,872,456$46.08M$16.0452w: $15.82 - $43.00; reported $16.04
35VRMVROOM INC1.04%Reduce -19.7%2,041,389$45.05M$22.07No quote
36CCCHEMOURS CO0.97%Reduce -26.2%1,445,447$42MNo quoteNo quote
37PGENPRECIGEN INC0.93%Reduce -12.9%8,059,121$40.22M$4.9952w: $3.36 - $11.10; reported $4.99
38SOFISOFI TECHNOLOGIES INC0.85%Reduce -9.9%2,299,689$36.52M$15.8852w: $11.80 - $28.26; reported $15.88
39CCITIGROUP INC0.79%Reduce -31.0%483,421$33.93M$70.1852w: $40.49 - $80.29; reported $70.18
40KRTXKARUNA THERAPEUTICS INC0.68%Reduce -19.5%239,425$29.29MNo quoteNo quote
41MILEMETROMILE INC0.66%Add +25.6%8,003,265$28.41MNo quoteNo quote
42QUOTQUOTIENT TECHNOLOGY INC0.25%Reduce -67.6%1,851,190$10.77MNo quoteNo quote
43UPROPROSHARES TR0.24%-91,800$10.44MNo quoteNo quote
44VTRSVIATRIS INC0.24%Add +15.0%765,000$10.37M$13.5552w: $12.94 - $18.86; reported $13.55
45PBIPITNEY BOWES INC0.24%Add +14.8%1,431,034$10.32M$7.2152w: $5.10 - $15.50; reported $7.21
46HRBBLOCK H & R INC0.23%Reduce -7.1%390,000$9.75M$25.0052w: $14.91 - $26.51; reported $25.00
47CIMCHIMERA INVT CORP0.23%Reduce -6.8%656,400$9.75MNo quoteNo quote
48CHSCHICOS FAS INC0.21%Reduce -11.4%2,043,482$9.18MNo quoteNo quote
49VALEVALE S A0.20%Add +28.9%625,000$8.72M$13.9552w: $10.29 - $23.18; reported $13.95
50APTSPREFERRED APT CMNTYS INC0.17%Add +185.7%600,000$7.34MNo quoteNo quote
51NBRNABORS INDUSTRIES LTD0.16%Add +9.9%70,361$6.79M$96.4752w: $21.66 - $133.61; reported $96.47
52GCIGANNETT CO INC0.15%Add +3.1%998,950$6.67MNo quoteNo quote
53APOAPOLLO GLOBAL MGMT INC0.15%Reduce -50.7%104,500$6.44M$61.5952w: $36.35 - $64.45; reported $61.59
54SCUSCULPTOR CAP MGMT0.13%-207,400$5.78MNo quoteNo quote
55LAZLAZARD LTD0.13%Reduce -8.3%122,200$5.6M$45.8052w: $32.39 - $49.02; reported $45.80
56OGNORGANON & CO0.12%New155,000$5.08M$32.7952w: $27.25 - $38.75; reported $32.79
57CGCARLYLE GROUP INC0.12%-105,000$4.96M$47.2852w: $24.21 - $51.55; reported $47.28
58DBDDIEBOLD NIXDORF INC0.11%Add +55.4%474,250$4.8MNo quoteNo quote
59HMPTHOME PT CAPITAL INCORPORATED0.10%Add +65.1%1,014,045$4.18MNo quoteNo quote
60ARLPALLIANCE RESOURCE PARTNERS L0.08%Add +29.9%325,700$3.54M$10.8752w: $2.63 - $11.04; reported $10.87
61MFAMFA FINL INC0.08%-773,850$3.54MNo quoteNo quote
62YETIYETI HLDGS INC0.07%Reduce -21.4%36,700$3.15M$85.6952w: $44.63 - $105.62; reported $85.69
63ENDPQENDO INTL PLC0.07%Add +44.4%924,000$2.99MNo quoteNo quote
64EBAYEBAY INC.0.06%-39,525$2.75M$69.6852w: $45.36 - $77.83; reported $69.68
65GEOGEO GROUP INC NEW0.06%-360,000$2.69MNo quoteNo quote
66TENTENNECO INC0.06%Add +10.4%186,500$2.66MNo quoteNo quote
67QUADQUAD / GRAPHICS INC0.06%Add +27.1%607,050$2.58M$4.2552w: $2.11 - $6.36; reported $4.25
68FFORD MTR CO DEL0.06%-170,000$2.41M$14.1652w: $6.60 - $16.45; reported $14.16
69BHFBRIGHTHOUSE FINL INC0.05%Reduce -24.8%48,269$2.18M$45.2352w: $27.02 - $49.98; reported $45.23
70DBDEUTSCHE BANK A G0.05%Add +70.0%170,000$2.16M$12.7052w: $8.28 - $15.34; reported $12.70
71CNDTCONDUENT INC0.05%-320,000$2.11M$6.5952w: $3.05 - $8.50; reported $6.59
72TWTRTWITTER INC0.04%-29,833$1.8MNo quoteNo quote
73UNMUNUM GROUP0.04%Add +12.7%64,495$1.62M$25.0652w: $15.93 - $31.98; reported $25.06
74BBBYQBED BATH & BEYOND INC0.03%Add +15.3%85,245$1.47MNo quoteNo quote
75VIPSVIPSHOP HOLDINGS LIMITED0.03%-117,000$1.3M$11.1452w: $10.94 - $46.00; reported $11.14
76BIDUBAIDU INC0.03%Add +60.0%8,000$1.23M$153.7552w: $123.50 - $354.82; reported $153.75
77TTTPROSHARES TR0.03%New33,163$1.09MNo quoteNo quote
78TAT&T INC0.03%-40,000$1.08M$27.0052w: $19.90 - $25.59; reported $27.00
79AUDAUDACY INC0.02%Reduce -4.5%214,800$790KNo quoteNo quote
80CSCREDIT SUISSE GROUP0.02%Add +166.7%80,000$789KNo quoteNo quote
81RVLVREVOLVE GROUP INC0.02%-12,417$767K$61.7752w: $16.46 - $74.82; reported $61.77
82KHCKRAFT HEINZ CO0.02%-20,000$736K$36.8052w: $29.21 - $44.95; reported $36.80
83WBAWALGREENS BOOTS ALLIANCE INC0.02%Add +50.0%15,000$706KNo quoteNo quote
84MSTRMICROSTRATEGY INC0.02%-1,163$672K$577.8252w: $14.52 - $131.50; reported $577.82
85PFEPFIZER INC0.01%New15,000$645K$43.0052w: $32.83 - $51.86; reported $43.00
86PRDOPERDOCEO ED CORP0.01%-60,000$634K$10.5752w: $10.25 - $14.05; reported $10.57
87CXWCORECIVIC INC0.01%-65,000$578KNo quoteNo quote
88SPYSPDR S&P 500 ETF TR0.01%New1,187$509K$428.8152w: $322.60 - $454.05; reported $428.81
89MOALTRIA GROUP INC0.01%-10,000$455K$45.5052w: $35.83 - $52.59; reported $45.50
90UAUNDER ARMOUR INC0.01%-25,700$450K$17.5152w: $9.93 - $22.16; reported $17.51
91SHPWSHAPEWAYS HOLDINGS INC0.01%New51,039$393KNo quoteNo quote
92TAKTAKEDA PHARMACEUTICAL CO LTD0.01%-20,000$328K$16.4052w: $15.30 - $19.97; reported $16.40
93UPWSWHEELS UP EXPERIENCE INC0.01%New250,000$317KNo quoteNo quote
94OPENOPENDOOR TECHNOLOGIES INC0.01%-13,000$267K$20.5452w: $13.44 - $39.24; reported $20.54
95SAVESPIRIT AIRLS INC0.01%New10,000$259KNo quoteNo quote
96CCLCARNIVAL CORP0.01%New10,000$250K$25.0052w: $12.11 - $31.52; reported $25.00
97CMPSCOMPASS PATHWAYS PLC0.01%-8,000$239KNo quoteNo quote
98ARANTERO RESOURCES CORP0.01%Reduce -11.0%12,665$238K$18.7952w: $2.56 - $19.47; reported $18.79
99MMACYS INC0.01%-10,000$226K$22.6052w: $5.57 - $25.47; reported $22.60
100WFCWELLS FARGO CO NEW0.01%Reduce -38.3%4,750$220K$46.3252w: $20.76 - $51.41; reported $46.32
101DMDESKTOP METAL INC0.01%Reduce -99.4%30,000$215KNo quoteNo quote
102VODVODAFONE GROUP PLC NEW0.00%-10,000$155KNo quoteNo quote
103CDEVCENTENNIAL RESOURCE DEV INC0.00%Reduce -20.0%20,000$134KNo quoteNo quote
104BKDBROOKDALE SR LIVING INC0.00%-20,000$126K$6.3052w: $2.45 - $8.95; reported $6.30
106SOFIWSOFI TECHNOLOGIES INC0.00%-20,000$124KNo quoteNo quote
105LUMNLUMEN TECHNOLOGIES INC0.00%-10,000$124KNo quoteNo quote
107OXY/WSOCCIDENTAL PETE CORPCUSIP 6745991620.00%-10,000$118KNo quoteNo quote
108ERFENERPLUS CORP0.00%Reduce -50.0%10,000$80KNo quoteNo quote
109MEUSW23ANDME HOLDING CO0.00%-40,000$74KNo quoteNo quote
110EDUNEW ORIENTAL ED & TECHNOLOGY0.00%New20,000$41K$2.0552w: $16.80 - $199.74; reported $2.05
111TLMDSOC TELEMED INC0.00%New10,000$23KNo quoteNo quote
112TMCWWTMC THE METALS COMPANY INC0.00%New10,000$10KNo quoteNo quote
126TCRTZIOPHARM ONCOLOGY INC-Sold0$0No quoteNo quote
125WESWESTERN MIDSTREAM PARTNERS L-Sold0$0No quoteNo quote
124UISUNISYS CORP-Sold0$0No quoteNo quote
123SOACWSSUSTAINABLE OPPORTNTS ACQ CO-Sold0$0No quoteNo quote
122SIGSIGNET JEWELERS LIMITED-Sold0$0No quoteNo quote
121AONEONE-Sold0$0No quoteNo quote
120GHVIUGORES HOLDINGS VI INC-Sold0$0No quoteNo quote
119CPNGCOUPANG INC-Sold0$0No quoteNo quote
118COINCOINBASE GLOBAL INC-Sold0$0No quoteNo quote
117CLFCLEVELAND-CLIFFS INC NEW-Sold0$0No quoteNo quote
116BABOEING CO-Sold0$0No quoteNo quote
115BIIBBIOGEN INC-Sold0$0No quoteNo quote
114ATCOATLAS CORP-Sold0$0No quoteNo quote
113ASPLWSASPIRATIONAL CONSUMER LIFEST-Sold0$0No quoteNo quote