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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
JELD-WEN Holding, Inc.JELD · Q1 2026$1.24$2.05+$5.4M+65.3%$14M
Bloomin' Brands, Inc.BLMN · Q1 2026$5.40$8.35+$6.0M+54.5%$17M
Citi Trends, Inc.CTRN · Q1 2026$43.32$63.44+$1.1M+46.4%$3.4M
American Axle & Manufacturing Holdings, Inc.AXL · Q1 2026$5.93$8.62+$3.8M+45.4%$12M
Crocs, Inc.CROX · Q1 2026$83.02$118.39+$1.4M+42.6%$4.6M
Conduent IncorporatedCNDT · Q1 2026$1.28$1.78+$5.0M+39.1%$18M
Ituran Location and Control Ltd.ITRN · Q1 2026$49.01$63.87+$3.0M+30.3%$13M
SharkNinja, Inc.SN · Q1 2026$105.90$134.90+$167k+27.4%$779k
Viatris Inc.VTRS · Q1 2026$13.51$16.29+$2.0M+20.6%$12M
Bread Financial Holdings, Inc.BFH · Q1 2026$74.89$89.92+$2.9M+20.1%$17M
Lithia MotorsLAD · Q1 2026$249.72$292.63+$114k+17.2%$777k
Ziff Davis, Inc.ZD · Q1 2026$41.96$48.18+$423k+14.8%$3.3M
United Natural Foods, Inc.UNFI · Q1 2026$45.06$51.15+$32k+13.5%$269k
Nabors Industries Ltd.NBR · Q1 2026$86.06$97.64+$5.1M+13.5%$43M
SPDR S&P 500 ETF TrustSPY · Q1 2026$650.34$728.99+$2.4M+12.1%$22M
Quad/Graphics, Inc.QUAD · Q1 2026$6.61$7.40+$2.1M+12.0%$20M
CTO Realty Growth, Inc.CTO · Q1 2026$18.49$20.64+$1.2M+11.6%$11M
USA TODAY Co., Inc.TDAY · Q1 2026$7.05$7.82+$1.5M+10.9%$15M
Western Alliance Bancorporation Common StockWAL · Q1 2026$70.85$78.42+$418k+10.7%$4.3M
United Parcel ServiceUPS · Q1 2026$98.38$107.70+$1.1M+9.47%$13M
Pinterest IncPINS · Q1 2026$18.34$19.86+$91k+8.29%$1.2M
Maplebear Inc. - Common StockCART · Q1 2026$37.46$40.44+$136k+7.96%$1.8M
Airbnb, Inc.ABNB · Q1 2026$126.28$134.43+$131k+6.45%$2.2M
Upbound Group, Inc.UPBD · Q1 2026$18.05$18.89+$101k+4.65%$2.3M
MasterBrand, Inc.MBC · Q1 2026$8.31$8.58+$28k+3.25%$900k
OneMain Holdings IncOMF · Q1 2026$53.49$54.28+$66k+1.48%$4.5M
Build-A-Bear Workshop, Inc.BBW · Q1 2026$37.45$37.80+$36k+0.93%$3.9M
Figure Technology Solutions, Inc. Class A Common StockFIGR · Q1 2026$33.95$34.09+$13k+0.41%$3.1M
Millrose Properties, Inc. Class A Common StockMRP · Q1 2026$28.00$28.06+$11k+0.21%$5.1M