BM
Bill Miller (Miller Value Partners) disclosed reduced in MICROSTRATEGY INC
Bill Miller (Miller Value Partners) filed a 13F change in MICROSTRATEGY INC (594972408) on 2025-02-14, covering period end 2024-12-31.
Action
Reduced
Capital
$4,416,705 current disclosed value
Institutional 13F Signals1 evidence source
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
33 changes from Bill Miller (Miller Value Partners), filed 2025-02-14 for period end 2024-12-31.
$234.2M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
747301109 QUAD / GRAPHICS INC | Increased | $9.0M | $17.6M | 3.84% |
G6359F137 NABORS INDUSTRIES LTD | Increased | $7.0M | $16.1M | 2.98% |
911163103 UNITED NAT FOODS INC | Increased | $6.7M | $11.3M | 2.86% |
18581108 BREAD FINANCIAL HOLDINGS INC | Increased | $6.3M | $18.6M | 2.68% |
36472T109 GANNETT CO INC | Increased | $4.4M | $12.1M | 1.89% |
594972408 MICROSTRATEGY INC | Reduced | -$4.1M | $4.4M | 1.73% |
534187109 LINCOLN NATL CORP IND | Increased | $3.6M | $15.7M | 1.53% |
14316J108 CARLYLE GROUP INC | New | $3.5M | $3.5M | 1.51% |
902681105 UGI CORP NEW | Increased | $3.2M | $8.2M | 1.36% |
47649108 ATKORE INC | New | $3.1M | $3.1M | 1.32% |
389375106 GRAY TELEVISION INC | Increased | $2.8M | $10.7M | 1.22% |
34988V106 FOSSIL GROUP INC | Increased | $2.7M | $4.3M | 1.17% |
206787103 CONDUENT INC | Increased | $2.6M | $6.3M | 1.12% |
81684M104 SEMLER SCIENTIFIC INC | New | $2.3M | $2.3M | 0.99% |
110122108 BRISTOL-MYERS SQUIBB CO | Increased | $2.0M | $6.1M | 0.84% |
24061103 AMERICAN AXLE & MFG HLDGS IN | Increased | $1.6M | $3.1M | 0.70% |
09739D100 BOISE CASCADE CO DEL | Reduced | -$884,800 | $4.8M | 0.38% |
120076104 BUILD-A-BEAR WORKSHOP INC | Reduced | -$781,700 | $4.4M | 0.33% |
68268W103 ONEMAIN HLDGS INC | Increased | $753,940 | $7.8M | 0.32% |
674215207 CHORD ENERGY CORPORATION | Reduced | -$702,315 | $6.2M | 0.30% |
92556V106 VIATRIS INC | Increased | $519,960 | $7.7M | 0.22% |
01877R108 ALLIANCE RESOURCE PARTNERS L | Increased | $413,830 | $3.3M | 0.18% |
00206R102 AT&T INC | Increased | $410,410 | $12.1M | 0.18% |
N82405106 STELLANTIS N.V | Reduced | -$390,000 | $5.1M | 0.17% |
901109108 TUTOR PERINI CORP | Increased | $351,800 | $1.8M | 0.15% |
957638109 WESTERN ALLIANCE BANCORP | Increased | $289,915 | $11.8M | 0.12% |
22948Q101 CTO RLTY GROWTH INC NEW | Increased | $264,891 | $7.6M | 0.11% |
118440106 BUCKLE INC | Reduced | -$161,200 | $5.3M | 0.07% |
8.9151E+113 TOTALENERGIES SE | Reduced | -$77,418 | $416,925 | 0.03% |
46817M107 JACKSON FINANCIAL INC | Increased | $71,717 | $12.0M | 0.03% |
881624209 TEVA PHARMACEUTICAL INDS LTD | Increased | $44,019 | $241,338 | 0.02% |
G87110105 TECHNIPFMC PLC | Increased | $22,181 | $236,874 | 0.01% |
724479100 PITNEY BOWES INC | Increased | $2,668 | $175,635 | 0.00% |