Bill Miller

Miller Value Partners

Bill Miller (Miller Value Partners) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Bill Miller (Miller Value Partners) portfolio page tracks Miller Value Partners holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Miller Value Partners owns and how disclosed positions change over time. Bill Miller (Miller Value Partners)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Crescent Energy Company Class A (CRGY), SPDR S&P 500 ETF Trust (SPY), Bloomin' Brands, Inc. (BLMN), Nabors Industries Ltd. (NBR), and UGI Corporation (UGI). Investors use Miller Value Partners 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Nabors Industries Ltd.NBR$5.2MAddQ4 2025 13F$5.2M--$97.64
The Buckle IncBKE$-4.2MExitQ4 2025 13F$4.2M--$49.76
USA TODAY Co., Inc.TDAY$3.5MAddQ4 2025 13F$3.5M--$7.82
Bill Miller (Miller Value Partners) add Unmapped 13F securityPORTFOLIO$12M3.2M sharesAddQ4 2025 13F$3.4M$3.76--
Millrose Properties, Inc. Class A Common StockMRP$2.5MOtherQ4 2025 13F$2.5M--$28.06
United Natural Foods, Inc.UNFI$-2.3MTrimQ4 2025 13F$2.3M--$51.15
Build-A-Bear Workshop, Inc.BBW$-1.6MTrimQ4 2025 13F$1.6M--$37.80
Bill Miller (Miller Value Partners) exit Unmapped 13F securityPORTFOLIO$-1.6MExitQ4 2025 13F$1.6M----
Viatris Inc.VTRS$1.6MAddQ4 2025 13F$1.6M$10.71$16.29
Ituran Location and Control Ltd.ITRN$1.6MAddQ4 2025 13F$1.6M--$63.87
Lincoln National CorpLNC$1.5MAddQ4 2025 13F$1.5M--$35.20
United Parcel ServiceUPS$1.4MAddQ4 2025 13F$1.4M$92.53$107.70
Gray Media, Inc.GTN$-1.3MTrimQ4 2025 13F$1.3M--$4.13
UGI CorporationUGI$1.1MAddQ4 2025 13F$1.1M--$35.18
Strategy IncMSTR$-1.1MTrimQ4 2025 13F$1.1M$230.22$94.13
Stellantis NVSTLA$1.0MAddQ4 2025 13F$1.0M--$8.16
CTO Realty Growth, Inc.CTO$997.5KAddQ4 2025 13F$998k--$20.64
Bristol-Myers Squibb CoBMY$954.7KAddQ4 2025 13F$955k$51.31$55.57
Cal-Maine Foods, Inc.CALM$-900.9KTrimQ4 2025 13F$901k--$76.03
American Axle & Manufacturing Holdings, Inc.AXL$800.2KAddQ4 2025 13F$800k--$8.62
Upbound Group, Inc.UPBD$756.6KAddQ4 2025 13F$757k--$18.89
Quad/Graphics, Inc.QUAD$743.6KAddQ4 2025 13F$744k--$7.40
Verizon Communications IncVZ$-637.6KTrimQ4 2025 13F$638k$40.52$45.37
Conduent IncorporatedCNDT$-566.2KTrimQ4 2025 13F$566k--$1.78
Bill Miller (Miller Value Partners) exit Unmapped 13F securityPORTFOLIO$-456.6KExitQ4 2025 13F$457k----
OneMain Holdings IncOMF$411.7KAddQ4 2025 13F$412k--$54.28
Jackson Financial Inc.JXN$-310.0KTrimQ4 2025 13F$310k--$103.91
LyondellBasell Industries NVLYB$-218.1KTrimQ4 2025 13F$218k--$64.43
Bread Financial Holdings, Inc.BFH$-147.7KTrimQ4 2025 13F$148k--$89.92
Alliance Resource Partners LPARLP$-144.8KTrimQ4 2025 13F$145k$24.62$24.24
The Carlyle group Inc. (Cg)CG$-143.6KTrimQ4 2025 13F$144k--$45.66
BOISE CASCADE COBCC$-137.6KTrimQ4 2025 13F$138k--$70.29
Chord Energy CorporationCHRD$111.6KAddQ4 2025 13F$112k--$133.70
Western Alliance Bancorporation Common StockWAL$-84.1KTrimQ4 2025 13F$84k$79.32$78.42
TechnipFMC plcFTI$38.4KAddQ4 2025 13F$38k--$67.41
JELD-WEN Holding, Inc.JELD$12.2KAddQ4 2025 13F$12k--$2.05
Tutor Perini CorporationTPC$9.7KAddQ4 2025 13F$9.7k--$74.47
Nabors Industries Ltd.NBR$10.0MAddQ3 2025 13F$10M--$97.64
Ituran Location and Control Ltd.ITRN$7.7MOtherQ3 2025 13F$7.7M--$63.87
United Parcel ServiceUPS$7.2MOtherQ3 2025 13F$7.2M$84.65$107.70
Cal-Maine Foods, Inc.CALM$5.8MOtherQ3 2025 13F$5.8M--$76.03
American Axle & Manufacturing Holdings, Inc.AXL$4.4MAddQ3 2025 13F$4.4M--$8.62
Gray Media, Inc.GTN$4.0MAddQ3 2025 13F$4.0M--$4.13
Conduent IncorporatedCNDT$4.0MAddQ3 2025 13F$4.0M--$1.78
Bread Financial Holdings, Inc.BFH$-3.6MTrimQ3 2025 13F$3.6M--$89.92
Bill Miller (Miller Value Partners) add Unmapped 13F securityPORTFOLIO$8.5M3.3M sharesAddQ3 2025 13F$3.4M$2.57--
OneMain Holdings IncOMF$-3.3MTrimQ3 2025 13F$3.3M--$54.28
Easterly Government Properties, Inc.DEA$-3.3MExitQ3 2025 13F$3.3M--$24.28
JELD-WEN Holding, Inc.JELD$2.8MAddQ3 2025 13F$2.8M--$2.05
USA TODAY Co., Inc.TDAY$2.3MAddQ3 2025 13F$2.3M--$7.82
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Bill Miller History Trades | TradingNote