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Focused investors/Bill Miller

Bill Miller - Miller Value Partners

As of Q1 2026, Bill Miller reported 55 long-equity positions worth $383.18M in aggregate.

Copy-investor backtest

Latest quarter
+4.97%
1-year
+34.24%
3-year
+90.13%
3-year top 5
+191.22%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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

Live quotes available for 71 of 124 rows. Rows without a quote are marked unavailable.

1TLTISHARES TR8.45%Reduce -42.2%1,446,900$166.21M$114.8752w: $108.12 - $155.12; reported $114.87
2BABAALIBABA GROUP HLDG LTD4.80%Reduce -0.1%830,861$94.45M$113.6852w: $73.28 - $228.85; reported $113.68
3OVVOVINTIV INC4.47%Reduce -9.8%1,990,346$87.95M$44.1952w: $21.92 - $63.30; reported $44.19
4MATMATTEL INC4.19%Reduce -8.6%3,693,887$82.48M$22.3352w: $17.95 - $26.99; reported $22.33
5DXCDXC TECHNOLOGY CO4.04%Reduce -14.3%2,623,982$79.53MNo quoteNo quote
6AMZNAMAZON COM INC3.78%Reduce -7.1%20:1 split700,931$74.45M$106.2152w: $101.26 - $188.65; reported $106.21
7OMFONEMAIN HLDGS INC3.74%Add +17.9%1,970,090$73.64M$37.3852w: $34.22 - $63.19; reported $37.38
8GOOGLALPHABET INC3.71%Reduce -0.5%33,494$72.99M$2179.2652w: $101.88 - $151.55; reported $2179.26
9TEVATEVA PHARMACEUTICAL INDS LTD3.57%Reduce -7.2%9,334,590$70.2M$7.5252w: $7.23 - $10.50; reported $7.52
10TMHCTAYLOR MORRISON HOME CORP3.04%Reduce -9.3%2,556,295$59.72M$23.3652w: $20.05 - $35.51; reported $23.36
11ETENERGY TRANSFER L P2.98%Add +16.0%5,866,850$58.55M$9.9852w: $7.96 - $12.48; reported $9.98
12EXPEEXPEDIA GROUP INC2.97%New616,668$58.48M$94.8352w: $90.37 - $217.72; reported $94.83
13METAMETA PLATFORMS INC2.85%Reduce -0.2%348,258$56.16M$161.2552w: $154.25 - $384.33; reported $161.25
14ADTADT INC DEL2.84%Reduce -21.6%9,092,137$55.92M$6.1552w: $6.04 - $10.95; reported $6.15
15FIFISERV INC2.66%Reduce -6.4%588,813$52.39MNo quoteNo quote
16FANGDIAMONDBACK ENERGY INC2.65%Reduce -22.1%430,914$52.21M$121.1552w: $65.93 - $162.24; reported $121.15
17CCITIGROUP INC2.54%Add +11.8%1,085,069$49.9M$45.9952w: $45.26 - $74.64; reported $45.99
18DALDELTA AIR LINES INC DEL2.46%Reduce -17.3%1,669,667$48.37M$28.9752w: $28.10 - $46.27; reported $28.97
19VNTVONTIER CORPORATION2.37%Add +7.8%2,032,202$46.72M$22.9952w: $21.95 - $37.08; reported $22.99
20NCLHNORWEGIAN CRUISE LINE HLDG L2.31%Reduce -12.3%4,083,270$45.41M$11.1252w: $10.31 - $30.05; reported $11.12
21GMGENERAL MTRS CO2.28%Add +0.7%1,413,001$44.88M$31.7652w: $30.65 - $67.21; reported $31.76
22JPMJPMORGAN CHASE & CO2.23%Reduce -1.1%389,837$43.9M$112.6152w: $110.93 - $172.96; reported $112.61
23SPLKSPLUNK INC2.19%Reduce -24.4%486,126$43MNo quoteNo quote
24UALUNITED AIRLS HLDGS INC2.14%New1,187,251$42.05M$35.4252w: $30.54 - $54.52; reported $35.42
25CLFCLEVELAND-CLIFFS INC NEW2.04%Add +18.0%2,608,833$40.1M$15.3752w: $14.75 - $34.04; reported $15.37
26COFCAPITAL ONE FINL CORP1.68%Reduce -11.5%317,329$33.06M$104.1952w: $98.54 - $177.95; reported $104.19
27UBERUBER TECHNOLOGIES INC1.64%Add +10.5%1,577,991$32.29M$20.4652w: $19.89 - $52.03; reported $20.46
28KRTXKARUNA THERAPEUTICS INC1.43%Reduce -7.8%222,955$28.21MNo quoteNo quote
29FTCHFARFETCH LTD1.39%Add +18.2%3,826,441$27.4MNo quoteNo quote
30BHCBAUSCH HEALTH COS INC1.09%Reduce -16.2%2,559,386$21.4M$8.3652w: $6.88 - $30.30; reported $8.36
31GOOSCANADA GOOSE HLDGS INC0.81%Reduce -30.4%887,101$15.98MNo quoteNo quote
32COINCOINBASE GLOBAL INC0.70%Reduce -8.4%294,404$13.84M$47.0252w: $40.83 - $368.90; reported $47.02
33BACBK OF AMERICA CORP0.67%Add +0.3%426,435$13.28M$31.1352w: $30.64 - $50.11; reported $31.13
34SOFISOFI TECHNOLOGIES INC0.60%Reduce -5.2%2,256,100$11.89M$5.2752w: $4.82 - $24.65; reported $5.27
35VTRSVIATRIS INC0.53%Add +0.5%1,002,500$10.5M$10.4752w: $9.66 - $15.60; reported $10.47
36CCCHEMOURS CO0.49%Reduce -27.8%300,000$9.61MNo quoteNo quote
37CHSCHICOS FAS INC0.47%Reduce -3.9%1,869,432$9.29MNo quoteNo quote
38VALEVALE S A0.44%Reduce -1.7%590,500$8.64M$14.6352w: $11.16 - $23.15; reported $14.63
39SPYSPDR S&P 500 ETF TR0.42%New21,934$8.28M$377.2752w: $362.17 - $479.98; reported $377.27
40ARLPALLIANCE RESOURCE PARTNERS L0.41%Reduce -12.4%445,000$8.11M$18.2352w: $6.62 - $21.24; reported $18.23
41PGENPRECIGEN INC0.38%Reduce -12.4%5,598,807$7.5M$1.3452w: $1.12 - $6.63; reported $1.34
42OGNORGANON & CO0.37%Add +19.4%215,000$7.26M$33.7552w: $28.42 - $39.48; reported $33.75
43PBIPITNEY BOWES INC0.34%Add +3.8%1,825,134$6.61M$3.6252w: $3.51 - $9.92; reported $3.62
44JXNJACKSON FINANCIAL INC0.33%Add +28.3%242,470$6.49M$26.7552w: $22.29 - $47.76; reported $26.75
45CTOCTO RLTY GROWTH INC NEW0.30%Add +46.1%95,000$5.81M$61.1252w: $17.43 - $22.46; reported $61.12
46HRBBLOCK H & R INC0.28%Reduce -62.3%154,500$5.46M$35.3252w: $21.08 - $36.83; reported $35.32
47GCIGANNETT CO INC0.24%Add +8.3%1,606,050$4.66MNo quoteNo quote
48NBRNABORS INDUSTRIES LTD0.24%Reduce -30.6%34,606$4.63M$133.9152w: $65.58 - $207.67; reported $133.91
49LAZLAZARD LTD0.23%-137,200$4.45M$32.4152w: $30.72 - $53.00; reported $32.41
50APOAPOLLO GLOBAL MGMT INC0.21%-85,000$4.12M$48.4852w: $45.97 - $81.07; reported $48.48
51CHKCHESAPEAKE ENERGY CORP0.21%New50,000$4.06MNo quoteNo quote
52HMPTHOME PT CAPITAL INCORPORATED0.20%-1,014,045$3.98MNo quoteNo quote
53SCUSCULPTOR CAP MGMT0.18%Add +13.4%422,400$3.53MNo quoteNo quote
54RILYB. RILEY FINANCIAL INC0.17%Add +700.0%80,000$3.38MNo quoteNo quote
55BKEBUCKLE INC0.17%New120,000$3.32M$27.6952w: $26.56 - $57.10; reported $27.69
56QUADQUAD / GRAPHICS INC0.15%Add +12.8%1,088,650$2.99M$2.7552w: $2.62 - $7.55; reported $2.75
57FTITECHNIPFMC PLC0.15%Add +5.3%425,200$2.86M$6.7352w: $5.55 - $9.63; reported $6.73
58SPGSIMON PPTY GROUP INC NEW0.14%New29,000$2.75M$94.9352w: $93.20 - $171.12; reported $94.93
59CNDTCONDUENT INC0.13%Reduce -5.9%575,575$2.49M$4.3252w: $4.12 - $7.64; reported $4.32
60AXLAMERICAN AXLE & MFG HLDGS IN0.13%Add +136.0%328,975$2.48MNo quoteNo quote
61GEOGEO GROUP INC NEW0.12%-360,000$2.38MNo quoteNo quote
62APAMARTISAN PARTNERS ASSET MGMT0.10%New55,000$1.96MNo quoteNo quote
63FFORD MTR CO DEL0.08%Add +50.0%150,000$1.67M$11.1352w: $10.90 - $25.87; reported $11.13
64BIDUBAIDU INC0.07%Add +20.0%9,000$1.34M$148.7852w: $101.62 - $205.41; reported $148.78
65TUPTUPPERWARE BRANDS CORP0.07%Reduce -92.5%210,035$1.33MNo quoteNo quote
66YETIYETI HLDGS INC0.07%-30,500$1.32M$43.2852w: $38.77 - $108.82; reported $43.28
67DBDEUTSCHE BANK A G0.07%-150,000$1.31M$8.7452w: $8.46 - $16.70; reported $8.74
68TTTPROSHARES TR0.06%Reduce -23.7%20,876$1.21MNo quoteNo quote
69TAT&T INC0.06%Reduce -24.5%1.324:1 split55,000$1.15M$20.9652w: $16.63 - $22.17; reported $20.96
70WESWESTERN MIDSTREAM PARTNERS L0.06%New46,300$1.13MNo quoteNo quote
71FLFOOT LOCKER INC0.06%Reduce -1.8%43,640$1.1MNo quoteNo quote
72VIPSVIPSHOP HOLDINGS LIMITED0.05%-108,000$1.07M$9.8952w: $5.75 - $20.13; reported $9.89
73KHCKRAFT HEINZ CO0.04%-20,000$763K$38.1552w: $32.78 - $44.87; reported $38.15
74WBAWALGREENS BOOTS ALLIANCE INC0.04%-20,000$758KNo quoteNo quote
75BBBYQBED BATH & BEYOND INC0.03%Add +1.2%136,150$677KNo quoteNo quote
76PRDOPERDOCEO ED CORP0.03%-55,000$648K$11.7852w: $9.65 - $12.65; reported $11.78
77BCSBARCLAYS PLC0.03%-82,300$625K$7.5952w: $7.10 - $12.20; reported $7.59
78CROXCROCS INC0.03%New12,000$584K$48.6752w: $46.37 - $183.88; reported $48.67
79PFEPFIZER INC0.03%-10,000$524K$52.4052w: $38.93 - $61.71; reported $52.40
80VTLELAREDO PETROLEUM INC0.03%New7,500$517KNo quoteNo quote
81ENDPQENDO INTL PLC0.02%Reduce -7.5%1,045,525$487KNo quoteNo quote
82CSCREDIT SUISSE GROUP0.02%-80,000$454KNo quoteNo quote
83ZGZILLOW GROUP INC0.02%Add +25.0%12,500$398K$31.8452w: $28.76 - $124.65; reported $31.84
84CXWCORECIVIC INC0.02%-35,000$389KNo quoteNo quote
85PTONPELOTON INTERACTIVE INC0.02%-40,000$367K$9.1852w: $8.74 - $129.70; reported $9.18
86HPHELMERICH & PAYNE INC0.02%Reduce -20.0%8,000$344K$43.0052w: $20.93 - $54.59; reported $43.00
87JDJD.COM INC0.02%Reduce -99.8%5,000$321K$64.2052w: $41.56 - $92.69; reported $64.20
88DODIAMOND OFFSHORE DRILLING IN0.01%New50,000$294KNo quoteNo quote
89SLBSCHLUMBERGER LTD0.01%Reduce -20.0%8,000$286K$35.7552w: $25.90 - $49.83; reported $35.75
90NFLXNETFLIX INC0.01%New1,500$262K$174.6752w: $16.27 - $70.10; reported $174.67
91BITOPROSHARES TR0.01%Add +80.0%22,500$261KNo quoteNo quote
92CPNGCOUPANG INC0.01%-15,000$191K$12.7352w: $8.98 - $46.00; reported $12.73
93CCLCARNIVAL CORP0.01%-20,000$173K$8.6552w: $8.10 - $27.39; reported $8.65
94NOVNOV INC0.01%-10,000$169K$16.9052w: $11.46 - $24.06; reported $16.90
95DMDESKTOP METAL INC0.01%Reduce -6.7%70,000$154KNo quoteNo quote
96TPCTUTOR PERINI CORP0.01%Reduce -7.2%16,100$141K$8.7652w: $8.33 - $15.67; reported $8.76
97RIGTRANSOCEAN LTD0.01%Add +20.0%30,000$100K$3.3352w: $2.63 - $5.56; reported $3.33
98SFIXSTITCH FIX INC0.01%Reduce -98.7%20,000$99KNo quoteNo quote
99UPWSWHEELS UP EXPERIENCE INC0.00%-250,000$90KNo quoteNo quote
100OPENOPENDOOR TECHNOLOGIES INC0.00%-13,000$61K$4.6952w: $4.30 - $25.32; reported $4.69
101ME23ANDME HOLDING CO0.00%Reduce -20.0%20,000$50KNo quoteNo quote
102TALTAL EDUCATION GROUP0.00%-10,000$49K$4.9052w: $1.60 - $25.53; reported $4.90
104VRMVROOM INC0.00%Reduce -33.3%20,000$25K$1.25No quote
103GREEGREENIDGE GENERATION HLDGS I0.00%New10,000$25KNo quoteNo quote
105SDIGSTRONGHOLD DIGITAL MINING IN0.00%Reduce -98.8%10,000$17KNo quoteNo quote
106DSHKDRIVE SHACK INC0.00%New10,000$14KNo quoteNo quote
107TMCWWTMC THE METALS COMPANY INC0.00%-10,000$2KNo quoteNo quote
123WWWW INTL INC-Sold0$0No quoteNo quote
122UNMUNUM GROUP-Sold0$0No quoteNo quote
121TWTRTWITTER INC-Sold0$0No quoteNo quote
120TVTYTIVITY HEALTH INC-Sold0$0No quoteNo quote
119TENTENNECO INC-Sold0$0No quoteNo quote
118SAVESPIRIT AIRLS INC-Sold0$0No quoteNo quote
117UPROPROSHARES TR-Sold0$0No quoteNo quote
116EDUNEW ORIENTAL ED & TECHNOLOGY-Sold0$0No quoteNo quote
115MSTRMICROSTRATEGY INC-Sold0$0No quoteNo quote
114MFAMFA FINL INC-Sold0$0No quoteNo quote
113MILEMETROMILE INC-Sold0$0No quoteNo quote
112HLFHERBALIFE NUTRITION LTD-Sold0$0No quoteNo quote
111EBAYEBAY INC.-Sold0$0No quoteNo quote
110DBDDIEBOLD NIXDORF INC-Sold0$0No quoteNo quote
109CIMCHIMERA INVT CORP-Sold0$0No quoteNo quote
108CGCARLYLE GROUP INC-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1MSTRWMICROSTRATEGY INCNOTE 0.750%12/1OTHER1,900,000$1.14M