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Bill Miller — 13F History

Miller Value Partners, LLCCIK 0001135778Form 13F-HR on EDGAR
Portfolio value$423.1M
Positions56
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q2 2013: what Bill Miller bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$423.1M · 56 stocks · filed Aug 14, 2026
4 bought20 added22 reduced3 sold
bought SPUUsold SPYbought COTYadded +35% GTNreduced −31% BFHadded +27% BLMN
Q1 2026$383.2M · 55 stocks · filed May 15, 2026
22 bought13 added15 reduced1 sold
bought CRGYbought SPYreduced −26% NBRbought BLMNreduced −42% TDAYadded +35% GTN
Q4 2025$283.8M · 34 stocks · filed Feb 17, 2026
1 bought13 added8 reduced3 sold
added +100% JELDreduced −25% BFHsold BKEreduced −10% NBRadded +39% CNDTbought MRP
Q3 2025$272.2M · 36 stocks · filed Nov 14, 2025
4 bought6 added16 reduced1 sold
bought ITRNbought UPSbought CALMadded +46% CNDTsold DEAreduced −38% OMF
Q2 2025$235.7M · 33 stocks · filed Aug 14, 2025
1 bought13 added3 reduced2 sold
added +61% NBRadded +141% JELDsold EASTERLY GOVT PPTYS INCreduced −86% TPCsold Tbought DEA
Q1 2025$219.4M · 34 stocks · filed May 15, 2025
4 bought12 added4 reduced3 sold
reduced −78% Tbought VZreduced −54% UNFIbought JELDadded +38% NBRreduced −41% WAL
Q4 2024$234.2M · 33 stocks · filed Feb 14, 2025
3 bought16 added3 reduced0 sold
reduced −70% MSTRadded +99% NBRadded +132% GTNadded +75% TDAYadded +34% QUADadded +52% UNFI
Q3 2024$177.2M · 30 stocks · filed Nov 14, 2024
2 bought12 added10 reduced1 sold
bought MSTRsold MSTR 0.75 12/15/25added +89% GTNadded +114% BBWadded +36% NBRadded +30% QUAD
Q2 2024$156.6M · 29 stocks · filed Aug 13, 2024
2 bought8 added11 reduced3 sold
reduced −38% TDAYadded +66% LNCsold WIREEURreduced −60% TPCbought UNFIadded +49% NBR
Q1 2024$156.4M · 30 stocks · filed May 7, 2024
5 bought6 added19 reduced17 sold
sold UPRObought LNCbought CHRDadded +700% BCCsold MPTbought UGI
Q4 2023$168.4M · 42 stocks · filed Feb 14, 2024
2 bought10 added11 reduced6 sold
sold RILYsold OGNreduced −53% HRBsold CHS1USDadded +40% BFHsold EXE
Q3 2023$159.1M · 46 stocks · filed Nov 14, 2023
4 bought6 added19 reduced4 sold
reduced −67% CHS1USDadded +752% BFHbought HRBadded +243% Tsold MDC1USDbought WIREEUR

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.