BM
Bill Miller (Miller Value Partners) disclosed increased in JELD-WEN HLDG INC
Bill Miller (Miller Value Partners) filed a 13F change in JELD-WEN HLDG INC (47580P103) on 2025-08-14, covering period end 2025-06-30.
Action
Increased
Capital
$7,347,726 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
35 changes from Bill Miller (Miller Value Partners), filed 2025-08-14 for period end 2025-06-30.
$235.7M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
36472T109 GANNETT CO INC | Increased | $3.9M | $11.8M | 1.66% |
27616P103 EASTERLY GOVT PPTYS INC | Sold out | -$3.9M | $0 | 1.65% |
00206R102 AT&T INC | Sold out | -$3.3M | $0 | 1.39% |
27616P301 EASTERLY GOVT PPTYS INC | New | $3.3M | $3.3M | 1.38% |
18581108 BREAD FINANCIAL HOLDINGS INC | Increased | $3.2M | $18.7M | 1.35% |
47580P103 JELD-WEN HLDG INC | Increased | $2.7M | $7.3M | 1.15% |
206787103 CONDUENT INC | Increased | $2.2M | $7.3M | 0.94% |
911163103 UNITED NAT FOODS INC | Reduced | -$2.0M | $3.2M | 0.84% |
24061103 AMERICAN AXLE & MFG HLDGS IN | Increased | $1.8M | $5.9M | 0.77% |
594972408 MICROSTRATEGY INC | Increased | $1.8M | $6.2M | 0.75% |
34988V106 FOSSIL GROUP INC | Increased | $1.7M | $5.1M | 0.73% |
120076104 BUILD-A-BEAR WORKSHOP INC | Increased | $1.7M | $5.4M | 0.72% |
110122108 BRISTOL-MYERS SQUIBB CO | Reduced | -$1.6M | $5.0M | 0.67% |
901109108 TUTOR PERINI CORP | Reduced | -$1.5M | $603,930 | 0.63% |
747301109 QUAD / GRAPHICS INC | Increased | $1.3M | $15.3M | 0.54% |
G6359F137 NABORS INDUSTRIES LTD | Increased | $1.3M | $17.5M | 0.54% |
68268W103 ONEMAIN HLDGS INC | Increased | $1.2M | $8.5M | 0.51% |
389375106 GRAY MEDIA INC | Increased | $1.1M | $16.5M | 0.45% |
534187109 LINCOLN NATL CORP IND | Increased | $1.1M | $19.7M | 0.45% |
902681105 UGI CORP NEW | Increased | $978,200 | $10.6M | 0.42% |
46817M107 JACKSON FINANCIAL INC | Increased | $965,115 | $11.1M | 0.41% |
674215207 CHORD ENERGY CORPORATION | Reduced | -$837,397 | $5.1M | 0.36% |
118440106 BUCKLE INC | Increased | $738,150 | $4.8M | 0.31% |
14316J108 CARLYLE GROUP INC | Increased | $546,700 | $3.6M | 0.23% |
22948Q101 CTO RLTY GROWTH INC NEW | Reduced | -$523,866 | $6.9M | 0.22% |
N53745100 LYONDELLBASELL INDUSTRIES N | Reduced | -$476,520 | $2.2M | 0.20% |
N82405106 STELLANTIS N.V | Reduced | -$460,200 | $3.9M | 0.20% |
09739D100 BOISE CASCADE CO DEL | Reduced | -$450,800 | $3.5M | 0.19% |
92343V104 VERIZON COMMUNICATIONS INC | Reduced | -$413,820 | $8.6M | 0.18% |
01877R108 ALLIANCE RESOURCE PARTNERS L | Reduced | -$144,780 | $3.3M | 0.06% |
92556V106 VIATRIS INC | Increased | $136,180 | $5.5M | 0.06% |
81684M104 SEMLER SCIENTIFIC INC | Increased | $134,620 | $2.1M | 0.06% |
957638109 WESTERN ALLIANCE BANCORP | Increased | $95,973 | $6.5M | 0.04% |
8.9151E+113 TOTALENERGIES SE | Reduced | -$25,245 | $469,633 | 0.01% |
G87110105 TECHNIPFMC PLC | Increased | $20,098 | $279,481 | 0.01% |