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

CompanyValueActionChangePriceLast Price
UGI CorporationUGI$-1.9MTrimQ3 2025 13F$1.9M--$35.18
Jackson Financial Inc.JXN$-1.6MTrimQ3 2025 13F$1.6M--$103.91
Lincoln National CorpLNC$1.3MAddQ3 2025 13F$1.3M--$35.20
Strategy IncMSTR$-1.3MTrimQ3 2025 13F$1.3M$371.01$94.13
Quad/Graphics, Inc.QUAD$1.1MAddQ3 2025 13F$1.1M--$7.40
The Carlyle group Inc. (Cg)CG$-1.1MTrimQ3 2025 13F$1.1M--$45.66
Western Alliance Bancorporation Common StockWAL$-1.0MTrimQ3 2025 13F$1.0M--$78.42
Build-A-Bear Workshop, Inc.BBW$976.8KAddQ3 2025 13F$977k--$37.80
BOISE CASCADE COBCC$-612.0KTrimQ3 2025 13F$612k$76.65$70.29
Viatris Inc.VTRS$600.4KAddQ3 2025 13F$600k--$16.29
The Buckle IncBKE$-538.2KTrimQ3 2025 13F$538k--$49.76
Upbound Group, Inc.UPBD$472.6KOtherQ3 2025 13F$473k--$18.89
Bill Miller (Miller Value Partners) trim Unmapped 13F securityPORTFOLIO$1.6M53k sharesTrimQ3 2025 13F$463k$30.00--
United Natural Foods, Inc.UNFI$-439.9KTrimQ3 2025 13F$440k--$51.15
LyondellBasell Industries NVLYB$-335.2KTrimQ3 2025 13F$335k$48.98$64.43
Stellantis NVSTLA$-269.1KTrimQ3 2025 13F$269k--$8.16
Tutor Perini CorporationTPC$-156.9KTrimQ3 2025 13F$157k--$74.47
Verizon Communications IncVZ$134.6KAddQ3 2025 13F$135k$44.28$45.37
Chord Energy CorporationCHRD$133.0KAddQ3 2025 13F$133k--$133.70
Bristol-Myers Squibb CoBMY$-128.5KTrimQ3 2025 13F$129k$45.65$55.57
Alliance Resource Partners LPARLP$-108.6KTrimQ3 2025 13F$109k$24.10$24.24
CTO Realty Growth, Inc.CTO$105.8KAddQ3 2025 13F$106k--$20.64
TechnipFMC plcFTI$16.8KAddQ3 2025 13F$17k--$67.41
Bill Miller (Miller Value Partners) trim Unmapped 13F securityPORTFOLIO$457k7.7k sharesTrimQ3 2025 13F$13k$59.69--
USA TODAY Co., Inc.TDAY$3.9MAddQ2 2025 13F$3.9M--$7.82
Bill Miller (Miller Value Partners) exit Unmapped 13F securityPORTFOLIO$-3.9MExitQ2 2025 13F$3.9M----
AT&T IncT$-3.3MExitQ2 2025 13F$3.3M$27.57$22.38
Easterly Government Properties, Inc.DEA$3.3MOtherQ2 2025 13F$3.3M--$24.28
Bread Financial Holdings, Inc.BFH$3.2MAddQ2 2025 13F$3.2M--$89.92
JELD-WEN Holding, Inc.JELD$2.7MAddQ2 2025 13F$2.7M--$2.05
Conduent IncorporatedCNDT$2.2MAddQ2 2025 13F$2.2M--$1.78
United Natural Foods, Inc.UNFI$-2.0MTrimQ2 2025 13F$2.0M--$51.15
American Axle & Manufacturing Holdings, Inc.AXL$1.8MAddQ2 2025 13F$1.8M--$8.62
Strategy IncMSTR$1.8MAddQ2 2025 13F$1.8M$363.05$94.13
Bill Miller (Miller Value Partners) add Unmapped 13F securityPORTFOLIO$5.1M3.5M sharesAddQ2 2025 13F$1.7M$1.48--
Build-A-Bear Workshop, Inc.BBW$1.7MAddQ2 2025 13F$1.7M--$37.80
Bristol-Myers Squibb CoBMY$-1.6MTrimQ2 2025 13F$1.6M$49.23$55.57
Tutor Perini CorporationTPC$-1.5MTrimQ2 2025 13F$1.5M--$74.47
Quad/Graphics, Inc.QUAD$1.3MAddQ2 2025 13F$1.3M--$7.40
Nabors Industries Ltd.NBR$1.3MAddQ2 2025 13F$1.3M--$97.64
OneMain Holdings IncOMF$1.2MAddQ2 2025 13F$1.2M--$54.28
Gray Media, Inc.GTN$1.1MAddQ2 2025 13F$1.1M--$4.13
Lincoln National CorpLNC$1.1MAddQ2 2025 13F$1.1M--$35.20
UGI CorporationUGI$978.2KAddQ2 2025 13F$978k--$35.18
Jackson Financial Inc.JXN$965.1KAddQ2 2025 13F$965k--$103.91
Chord Energy CorporationCHRD$-837.4KTrimQ2 2025 13F$837k--$133.70
The Buckle IncBKE$738.1KAddQ2 2025 13F$738k--$49.76
The Carlyle group Inc. (Cg)CG$546.7KAddQ2 2025 13F$547k--$45.66
CTO Realty Growth, Inc.CTO$-523.9KTrimQ2 2025 13F$524k--$20.64
LyondellBasell Industries NVLYB$-476.5KTrimQ2 2025 13F$477k--$64.43
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