BM
Bill Miller (Miller Value Partners) disclosed new in VERIZON COMMUNICATIONS INC
Bill Miller (Miller Value Partners) filed a 13F change in VERIZON COMMUNICATIONS INC (92343V104) on 2025-05-15, covering period end 2025-03-31.
Action
New
Capital
$8,981,280 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
37 changes from Bill Miller (Miller Value Partners), filed 2025-05-15 for period end 2025-03-31.
$219.4M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
92343V104 VERIZON COMMUNICATIONS INC | New | $9.0M | $9.0M | 4.09% |
00206R102 AT&T INC | Reduced | -$8.9M | $3.3M | 4.04% |
911163103 UNITED NAT FOODS INC | Reduced | -$6.1M | $5.2M | 2.78% |
957638109 WESTERN ALLIANCE BANCORP | Reduced | -$5.4M | $6.4M | 2.45% |
389375106 GRAY MEDIA INC | Increased | $4.8M | $15.5M | 2.19% |
47580P103 JELD-WEN HLDG INC | New | $4.6M | $4.6M | 2.11% |
36472T109 GANNETT CO INC | Reduced | -$4.3M | $7.8M | 1.95% |
27616P103 EASTERLY GOVT PPTYS INC | New | $3.9M | $3.9M | 1.77% |
747301109 QUAD / GRAPHICS INC | Reduced | -$3.5M | $14.0M | 1.61% |
47649108 ATKORE INC | Sold out | -$3.1M | $0 | 1.41% |
18581108 BREAD FINANCIAL HOLDINGS INC | Reduced | -$3.0M | $15.5M | 1.39% |
534187109 LINCOLN NATL CORP IND | Increased | $3.0M | $18.6M | 1.36% |
N53745100 LYONDELLBASELL INDUSTRIES N | New | $2.7M | $2.7M | 1.22% |
92556V106 VIATRIS INC | Reduced | -$2.3M | $5.4M | 1.06% |
46817M107 JACKSON FINANCIAL INC | Reduced | -$1.8M | $10.1M | 0.83% |
902681105 UGI CORP NEW | Increased | $1.4M | $9.7M | 0.64% |
118440106 BUCKLE INC | Reduced | -$1.3M | $4.0M | 0.60% |
206787103 CONDUENT INC | Reduced | -$1.2M | $5.1M | 0.54% |
24061103 AMERICAN AXLE & MFG HLDGS IN | Increased | $964,951 | $4.1M | 0.44% |
34988V106 FOSSIL GROUP INC | Reduced | -$883,768 | $3.4M | 0.40% |
09739D100 BOISE CASCADE CO DEL | Reduced | -$830,800 | $3.9M | 0.38% |
N82405106 STELLANTIS N.V | Reduced | -$717,600 | $4.4M | 0.33% |
120076104 BUILD-A-BEAR WORKSHOP INC | Reduced | -$656,800 | $3.7M | 0.30% |
68268W103 ONEMAIN HLDGS INC | Reduced | -$484,250 | $7.3M | 0.22% |
14316J108 CARLYLE GROUP INC | Reduced | -$483,000 | $3.1M | 0.22% |
110122108 BRISTOL-MYERS SQUIBB CO | Increased | $478,440 | $6.6M | 0.22% |
81684M104 SEMLER SCIENTIFIC INC | Reduced | -$403,400 | $1.9M | 0.18% |
901109108 TUTOR PERINI CORP | Increased | $259,245 | $2.1M | 0.12% |
881624209 TEVA PHARMACEUTICAL INDS LTD | Sold out | -$241,338 | $0 | 0.11% |
674215207 CHORD ENERGY CORPORATION | Reduced | -$221,617 | $5.9M | 0.10% |
724479100 PITNEY BOWES INC | Sold out | -$175,635 | $0 | 0.08% |
22948Q101 CTO RLTY GROWTH INC NEW | Reduced | -$153,560 | $7.4M | 0.07% |
G6359F137 NABORS INDUSTRIES LTD | Increased | $138,635 | $16.2M | 0.06% |
01877R108 ALLIANCE RESOURCE PARTNERS L | Increased | $125,730 | $3.5M | 0.06% |
8.9151E+113 TOTALENERGIES SE | Increased | $77,953 | $494,878 | 0.04% |
G87110105 TECHNIPFMC PLC | Increased | $22,509 | $259,383 | 0.01% |
594972408 MICROSTRATEGY INC | Reduced | -$20,588 | $4.4M | 0.01% |