BM
Bill Miller (Miller Value Partners) disclosed increased in AMERICAN AXLE & MFG HLDGS IN
Bill Miller (Miller Value Partners) filed a 13F change in AMERICAN AXLE & MFG HLDGS IN (24061103) on 2025-11-14, covering period end 2025-09-30.
Action
Increased
Capital
$10,319,741 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 2025-11-14 for period end 2025-09-30.
$272.2M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
G6359F137 NABORS INDUSTRIES LTD | Increased | $10.0M | $27.5M | 3.68% |
M6158M104 ITURAN LOCATION AND CONTROL | New | $7.7M | $7.7M | 2.82% |
911312106 UNITED PARCEL SERVICE INC | New | $7.2M | $7.2M | 2.66% |
128030202 CAL MAINE FOODS INC | New | $5.8M | $5.8M | 2.14% |
24061103 AMERICAN AXLE & MFG HLDGS IN | Increased | $4.4M | $10.3M | 1.63% |
389375106 GRAY MEDIA INC | Increased | $4.0M | $20.6M | 1.49% |
206787103 CONDUENT INC | Increased | $4.0M | $11.3M | 1.47% |
18581108 BREAD FINANCIAL HOLDINGS INC | Reduced | -$3.6M | $15.1M | 1.34% |
34988V106 FOSSIL GROUP INC | Increased | $3.4M | $8.5M | 1.25% |
68268W103 ONEMAIN HLDGS INC | Reduced | -$3.3M | $5.2M | 1.21% |
27616P301 EASTERLY GOVT PPTYS INC | Sold out | -$3.3M | $0 | 1.20% |
47580P103 JELD-WEN HLDG INC | Increased | $2.8M | $10.2M | 1.03% |
36472T109 GANNETT CO INC | Increased | $2.3M | $14.1M | 0.84% |
902681105 UGI CORP NEW | Reduced | -$1.9M | $8.7M | 0.71% |
46817M107 JACKSON FINANCIAL INC | Reduced | -$1.6M | $9.5M | 0.59% |
534187109 LINCOLN NATL CORP IND | Increased | $1.3M | $21.0M | 0.48% |
594972408 STRATEGY INC | Reduced | -$1.3M | $4.9M | 0.46% |
747301109 QUAD / GRAPHICS INC | Increased | $1.1M | $16.4M | 0.41% |
14316J108 CARLYLE GROUP INC | Reduced | -$1.1M | $2.5M | 0.40% |
957638109 WESTERN ALLIANCE BANCORP | Reduced | -$1.0M | $5.5M | 0.37% |
120076104 BUILD-A-BEAR WORKSHOP INC | Increased | $976,780 | $6.4M | 0.36% |
09739D100 BOISE CASCADE CO DEL | Reduced | -$611,960 | $2.9M | 0.22% |
92556V106 VIATRIS INC | Increased | $600,430 | $6.1M | 0.22% |
118440106 BUCKLE INC | Reduced | -$538,230 | $4.2M | 0.20% |
76009N100 UPBOUND GROUP INC | New | $472,600 | $472,600 | 0.17% |
81684M104 SEMLER SCIENTIFIC INC | Reduced | -$463,220 | $1.6M | 0.17% |
911163103 UNITED NAT FOODS INC | Reduced | -$439,910 | $2.8M | 0.16% |
N53745100 LYONDELLBASELL INDUSTRIES N | Reduced | -$335,160 | $1.9M | 0.12% |
N82405106 STELLANTIS N.V | Reduced | -$269,100 | $3.6M | 0.10% |
901109108 TUTOR PERINI CORP | Reduced | -$156,934 | $446,996 | 0.06% |
92343V104 VERIZON COMMUNICATIONS INC | Increased | $134,640 | $8.7M | 0.05% |
674215207 CHORD ENERGY CORPORATION | Increased | $132,970 | $5.2M | 0.05% |
110122108 BRISTOL-MYERS SQUIBB CO | Reduced | -$128,520 | $4.9M | 0.05% |
01877R108 ALLIANCE RESOURCE PARTNERS L | Reduced | -$108,585 | $3.2M | 0.04% |
22948Q101 CTO RLTY GROWTH INC NEW | Increased | $105,820 | $7.0M | 0.04% |
G87110105 TECHNIPFMC PLC | Increased | $16,788 | $296,269 | 0.01% |
8.9151E+113 TOTALENERGIES SE | Reduced | -$13,005 | $456,628 | 0.00% |