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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

31 changes from Bill Miller (Miller Value Partners), filed 2024-11-14 for period end 2024-09-30.

$177.2M portfolio value
StockActionChangeCurrentPortfolio Impact
594972408
MICROSTRATEGY INC
New$8.5M$8.5M4.78%
594972AC5
MICROSTRATEGY INC
Sold out-$6.9M$03.91%
389375106
GRAY TELEVISION INC
Increased$3.8M$7.8M2.15%
120076104
BUILD-A-BEAR WORKSHOP INC
Increased$3.4M$5.2M1.91%
N82405106
STELLANTIS N.V
Reduced-$2.9M$5.5M1.61%
957638109
WESTERN ALLIANCE BANCORP
Increased$2.6M$11.5M1.45%
911163103
UNITED NAT FOODS INC
Increased$1.9M$4.6M1.06%
534187109
LINCOLN NATL CORP IND
Increased$1.8M$12.1M1.03%
G6359F137
NABORS INDUSTRIES LTD
Increased$1.7M$9.1M0.97%
110122108
BRISTOL-MYERS SQUIBB CO
Increased$1.6M$4.1M0.93%
206787103
CONDUENT INC
Increased$1.2M$3.6M0.67%
46817M107
JACKSON FINANCIAL INC
Increased$1.1M$11.9M0.60%
18581108
BREAD FINANCIAL HOLDINGS INC
Increased$947,638$12.3M0.53%
09739D100
BOISE CASCADE CO DEL
Increased$870,400$5.6M0.49%
36472T109
GANNETT CO INC
Increased$685,929$7.7M0.39%
674215207
CHORD ENERGY CORPORATION
Reduced-$668,854$6.9M0.38%
747301109
QUAD / GRAPHICS INC
Increased$666,290$8.6M0.38%
92556V106
VIATRIS INC
Increased$606,620$7.2M0.34%
8.9151E+113
TOTALENERGIES SE
New$494,343$494,3430.28%
00206R102
AT&T INC
Increased$489,320$11.7M0.28%
22948Q101
CTO RLTY GROWTH INC NEW
Reduced-$448,716$7.3M0.25%
901109108
TUTOR PERINI CORP
Reduced-$403,442$1.5M0.23%
902681105
UGI CORP NEW
Reduced-$373,260$5.1M0.21%
68268W103
ONEMAIN HLDGS INC
Reduced-$211,580$7.0M0.12%
24061103
AMERICAN AXLE & MFG HLDGS IN
Increased$100,908$1.4M0.06%
01877R108
ALLIANCE RESOURCE PARTNERS L
Increased$63,180$2.9M0.04%
118440106
BUCKLE INC
Reduced-$44,750$5.5M0.03%
881624209
TEVA PHARMACEUTICAL INDS LTD
Increased$19,382$197,3190.01%
724479100
PITNEY BOWES INC
Increased$13,282$172,9670.01%
34988V106
FOSSIL GROUP INC
Reduced-$7,776$1.6M0.00%
G87110105
TECHNIPFMC PLC
Increased$657$214,6930.00%

Evidence

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Bill Miller (Miller Value Partners) disclosed reduced in CHORD ENERGY CORPORATION | TradingNote AI