BM
Bill Miller (Miller Value Partners) disclosed increased in GRAY MEDIA INC
Bill Miller (Miller Value Partners) filed a 13F change in GRAY MEDIA INC (389375106) on 2026-05-15, covering period end 2026-03-31.
Action
Increased
Capital
$23,306,234 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
56 changes from Bill Miller (Miller Value Partners), filed 2026-05-15 for period end 2026-03-31.
$383.2M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
44952J104 CRESCENT ENERGY COMPANY | New | $27.0M | $27.0M | 7.06% |
78462F103 STATE STR SPDR S&P 500 ETF T | New | $19.5M | $19.5M | 5.10% |
94235108 BLOOMIN BRANDS INC | New | $11.0M | $11.0M | 2.87% |
G6359F137 NABORS INDUSTRIES LTD | Increased | $5.5M | $38.2M | 1.44% |
902681105 UGI CORP NEW | Reduced | -$5.4M | $4.4M | 1.41% |
N82405106 STELLANTIS N.V | Sold out | -$4.7M | $0 | 1.22% |
38923108 ARBOR REALTY TRUST INC | New | $4.7M | $4.7M | 1.22% |
674215207 CHORD ENERGY CORPORATION | Increased | $4.5M | $9.9M | 1.18% |
389375106 GRAY MEDIA INC | Increased | $4.0M | $23.3M | 1.04% |
58733R102 MERCADOLIBRE INC | New | $3.8M | $3.8M | 1.00% |
36472T109 USA TODAY CO INC | Reduced | -$3.6M | $13.9M | 0.95% |
227046109 CROCS INC | New | $3.2M | $3.2M | 0.84% |
911312106 UNITED PARCEL SVCS INC | Increased | $3.1M | $11.7M | 0.82% |
349381103 FIGURE TECHNOLOGY SOLUTIO | New | $3.1M | $3.1M | 0.81% |
48123V102 ZIFF DAVIS INC | New | $2.9M | $2.9M | 0.75% |
24061103 DAUCH CORP | Reduced | -$2.8M | $8.3M | 0.74% |
594972408 STRATEGY INC | Increased | $2.7M | $6.5M | 0.69% |
601137102 MILLROSE PPTYS INC | Increased | $2.6M | $5.1M | 0.68% |
76118Y104 RESIDEO TECHNOLOGIES INC | New | $2.4M | $2.4M | 0.61% |
17306X102 CITI TRENDS INC | New | $2.3M | $2.3M | 0.61% |
22948Q101 CTO RLTY GROWTH INC NEW | Increased | $2.3M | $10.3M | 0.60% |
534187109 LINCOLN NATL CORP IND | Reduced | -$2.2M | $20.3M | 0.58% |
92556V106 VIATRIS INC | Increased | $2.2M | $9.9M | 0.57% |
206787103 CONDUENT INC | Increased | $2.1M | $12.8M | 0.55% |
01877R108 ALLIANCE RESOURCE PARTNERS L | Increased | $2.1M | $5.1M | 0.54% |
9066101 AIRBNB INC | New | $2.0M | $2.0M | 0.53% |
47580P103 JELD-WEN HLDG INC | Reduced | -$2.0M | $8.2M | 0.51% |
565394103 MAPLEBEAR INC | New | $1.7M | $1.7M | 0.45% |
110122108 BRISTOL-MYERS SQUIBB CO | Reduced | -$1.6M | $4.2M | 0.42% |
12008R107 BUILDERS FIRSTSOURCE INC | New | $1.6M | $1.6M | 0.41% |
34988V106 FOSSIL GROUP INC | Reduced | -$1.5M | $10.5M | 0.40% |
957638109 WESTERN ALLIANCE BANCORP | Reduced | -$1.5M | $3.9M | 0.39% |
71363P106 PERDOCEO ED CORP | New | $1.5M | $1.5M | 0.39% |
N53745100 LYONDELLBASELL INDUSTRIES NV | Increased | $1.4M | $3.1M | 0.37% |
82452J109 SHIFT4 PMTS INC | New | $1.3M | $1.3M | 0.34% |
22266T109 COUPANG INC | New | $1.2M | $1.2M | 0.31% |
68268W103 ONEMAIN HLDGS INC | Reduced | -$1.2M | $4.4M | 0.30% |
72352L106 PINTEREST INC | New | $1.1M | $1.1M | 0.29% |
76009N100 UPBOUND GROUP INC | Increased | $936,800 | $2.2M | 0.24% |
120076104 BUILD-A-BEAR WORKSHOP INC | Reduced | -$894,222 | $3.9M | 0.23% |
57638P104 MASTERBRAND INC | New | $871,337 | $871,337 | 0.23% |
92918V307 VROOM INC | New | $778,475 | $778,475 | 0.20% |
M6158M104 ITURAN LOCATION AND CONTROL | Increased | $745,989 | $10.0M | 0.19% |
73642K106 PORTILLOS INC | New | $684,119 | $684,119 | 0.18% |
536797103 LITHIA MTRS INC | New | $662,757 | $662,757 | 0.17% |
46817M107 JACKSON FINANCIAL INC | Reduced | -$658,407 | $8.5M | 0.17% |
G8068L108 SHARKNINJA INC | New | $611,572 | $611,572 | 0.16% |
14316J108 CARLYLE GROUP INC | Reduced | -$428,800 | $1.9M | 0.11% |
18581108 BREAD FINANCIAL HOLDINGS INC | Reduced | -$404,784 | $14.5M | 0.11% |
92343V104 VERIZON COMMUNICATIONS INC | Increased | $369,060 | $8.4M | 0.10% |
747301109 QUAD / GRAPHICS INC | Increased | $356,798 | $17.5M | 0.09% |
901109108 TUTOR PERINI CORP | Reduced | -$240,995 | $215,746 | 0.06% |
911163103 UNITED NAT FOODS INC | Reduced | -$188,519 | $236,565 | 0.05% |
G87110105 TECHNIPFMC PLC | Reduced | -$115,504 | $219,142 | 0.03% |
09739D100 BOISE CASCADE CO DEL | Increased | $83,250 | $2.8M | 0.02% |
128030202 CAL MAINE FOODS INC | Reduced | -$26,040 | $4.9M | 0.01% |