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Bill Miller - Miller Value Partners

Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 55
Portfolio value: $383,178,000

  • Holdings
  • Activity
  • Buys
  • Sells
  • History
Quote data provided by Intrinio
History Stock % of
Portfolio
Recent
Activity
Shares Reported
Price*
Value Current
Price
+/-
Reported
Price
52
Week
Low
52
Week
High
≡ NBR - Nabors Industries Ltd. 9.98 Reduce 26.26% 444,430 $86.06 $38,248,000 $108.29 25.83% $23.27 $112.90
≡ CRGY - Crescent Energy Inc A 7.06 Buy 2,003,132 $13.50 $27,042,000 $13.72 1.63% $7.53 $14.16
≡ GTN - Gray Television Inc. 6.08 Add 34.64% 5,370,100 $4.34 $23,306,000 $3.90 -10.14% $3.34 $6.44
≡ LNC - Lincoln National 5.29 Add 13.06% 570,690 $35.50 $20,259,000 $34.32 -3.32% $30.13 $45.74
≡ SPY - SPDR S&P 500 ETF Trust 5.10 Buy 30,044 $650.35 $19,539,000 $733.73 12.82% $569.08 $749.53
≡ QUAD - Quad/Graphics Inc. 4.57 Reduce 3.17% 2,651,039 $6.61 $17,523,000 $7.37 11.50% $4.82 $8.64
≡ BFH - Bread Financial Holdings Inc. 3.79 Reduce 3.83% 193,697 $74.89 $14,506,000 $84.85 13.30% $48.67 $99.13
≡ TDAY - Gannett Co. 3.62 Reduce 42.14% 1,969,280 $7.05 $13,883,000 $7.51 6.52% $3.15 $7.68
≡ CNDT - Conduent Inc. 3.35 Add 79.53% 10,023,930 $1.28 $12,831,000 $1.44 12.50% $1.15 $2.98
≡ UPS - United Parcel Service 3.06 Add 37.54% 119,108 $98.38 $11,718,000 $96.83 -1.58% $78.17 $118.73
≡ BLMN - Bloomin Brands Inc. 2.87 Buy 2,036,734 $5.40 $10,998,000 $7.61 40.93% $5.19 $10.48
≡ FOSL - Fossil Inc. 2.73 Reduce 23.84% 2,425,185 $4.31 $10,453,000 $3.88 -9.98% $1.27 $5.75
≡ CTO - CTO Realty Growth Inc. 2.68 Add 28.08% 556,053 $18.49 $10,281,000 $20.72 12.06% $14.46 $20.90
≡ ITRN - Ituran Location & Control Ltd. 2.61 Reduce 5.16% 203,900 $49.01 $9,993,000 $56.95 16.20% $30.93 $62.31
≡ VTRS - Viatris Inc. 2.58 Add 18.20% 731,676 $13.51 $9,885,000 $16.17 19.69% $7.90 $17.53
≡ CHRD - Chord Energy 2.57 Add 20.02% 69,330 $142.18 $9,857,000 $149.65 5.25% $82.19 $151.95
≡ JXN - Jackson Financial Inc. 2.23 Reduce 6.35% 80,680 $105.71 $8,529,000 $108.13 2.29% $76.09 $122.55
≡ VZ - Verizon Communications 2.20 Reduce 15.15% 168,000 $50.20 $8,434,000 $47.74 -4.90% $10.26 $50.91
≡ DCH - Dauch Corp. 2.16 Reduce 19.53% 1,395,905 $5.93 $8,278,000 $5.61 -5.40% $3.94 $9.25
≡ JELD - JELD-WEN Holding Inc. 2.14 Add 60.12% 6,619,885 $1.24 $8,209,000 $1.43 15.32% $0.93 $6.98
≡ MSTR - MicroStrategy Inc. 1.70 Add 106.17% 52,058 $124.80 $6,497,000 $164.63 31.92% $104.17 $457.22
≡ ARLP - Alliance Resource Partners LP 1.34 Add 40.35% 185,256 $27.65 $5,122,000 $25.22 -8.79% $20.64 $28.76
≡ MRP - Millrose Properties 1.32 Add 118.36% 180,800 $28.00 $5,062,000 $26.65 -4.82% $24.37 $33.40
≡ CALM - Cal-Maine Foods Inc. 1.28 62,000 $79.15 $4,907,000 $78.57 -0.73% $70.97 $120.10
≡ ABR - Arbor Realty Trust Inc. 1.22 Buy 604,000 $7.71 $4,657,000 $5.81 -24.64% $5.67 $11.73
≡ OMF - OneMain Holdings 1.16 82,941 $53.50 $4,437,000 $52.90 -1.12% $44.92 $69.28
≡ UGI - UGI Corp. 1.15 Reduce 53.82% 121,000 $36.42 $4,407,000 $34.85 -4.31% $30.99 $40.92
≡ BMY - Bristol-Myers Squibb 1.10 Reduce 35.65% 69,500 $60.65 $4,215,000 $58.31 -3.86% $41.46 $62.24
≡ WAL - Western Alliance Bancorp 1.02 Reduce 14.28% 55,252 $70.86 $3,915,000 $76.11 7.41% $65.45 $96.24
≡ BBW - Build-A-Bear Workshop Inc. 1.01 Add 32.99% 103,734 $37.45 $3,885,000 $37.48 0.08% $34.08 $74.86
≡ MELI - Mercadolibre Inc. 1.00 Buy 2,215 $1729.12 $3,830,000 $1594.86 -7.76% $1495.00 $2645.22
≡ CROX - Crocs Inc. 0.84 Buy 38,548 $83.01 $3,200,000 $99.11 19.40% $73.21 $114.99
≡ FIGR - Figure Technology Solut Cl A 0.81 Buy 91,009 $33.95 $3,090,000 $36.23 6.72% $25.01 $78.00
≡ LYB - LyondellBasell Industries 0.80 38,000 $80.55 $3,061,000 $73.04 -9.32% $39.93 $83.94
≡ ZD - Ziff Davis Inc. 0.75 Buy 68,058 $41.96 $2,856,000 $41.95 -0.02% $22.45 $50.55
≡ BCC - Boise Cascade Company 0.73 37,000 $75.84 $2,806,000 $65.47 -13.67% $64.78 $94.23
≡ CTRN - Citi Trends Inc. 0.61 Buy 53,763 $43.32 $2,329,000 $37.55 -13.32% $25.00 $56.78
≡ REZI - Resideo Technologies Inc. 0.61 Buy 69,762 $33.71 $2,352,000 $26.79 -20.53% $19.65 $45.29
≡ UPBD - Upbound Group Inc. 0.57 Add 71.43% 120,000 $18.05 $2,166,000 $17.07 -5.43% $15.14 $26.40
≡ ABNB - Airbnb Inc. 0.53 Buy 16,134 $126.26 $2,037,000 $131.16 3.88% $110.81 $147.25
≡ CG - Carlyle Group 0.51 40,000 $48.40 $1,936,000 $45.52 -5.95% $42.08 $68.43
≡ CART - Maplebear Inc 0.45 Buy 45,557 $37.47 $1,707,000 $40.98 9.37% $32.73 $53.50
≡ BLDR - Builders FirstSource Inc. 0.41 Buy 18,893 $82.31 $1,555,000 $66.39 -19.34% $66.14 $151.03
≡ PRDO - Perdoceo Education Corp. 0.39 Buy 40,395 $37.21 $1,503,000 $33.89 -8.92% $26.39 $38.50
≡ FOUR - Shift4 Payments Inc. CL A 0.34 Buy 30,035 $43.72 $1,313,000 $40.99 -6.24% $39.61 $108.50
≡ CPNG - Coupang Inc. 0.31 Buy 62,528 $18.89 $1,181,000 $15.26 -19.22% $15.11 $34.08
≡ PINS - Pinterest Inc. 0.29 Buy 59,990 $18.34 $1,100,000 $18.84 2.73% $13.84 $39.93
≡ MBC - Masterbrand Inc 0.23 Buy 104,854 $8.31 $871,000 $6.78 -18.41% $6.61 $14.22
≡ VRM - Vroom Inc 0.20 Buy 58,488 $13.30 $778,000 $12.29 -7.59% $9.04 $34.99
≡ PTLO - Portillo's Inc Cl A 0.18 Buy 129,323 $5.29 $684,000 $3.98 -24.76% $3.88 $12.44
≡ LAD - Lithia Motors Inc. 0.17 Buy 2,654 $249.81 $663,000 $257.09 2.91% $239.31 $359.11
≡ SN - Sharkninja Inc 0.16 Buy 5,775 $105.97 $612,000 $101.99 -3.76% $80.69 $133.99
≡ FTI - TechnipFMC plc 0.06 Reduce 57.79% 3,170 $69.09 $219,000 $73.88 6.93% $28.75 $77.73
≡ TPC - Tutor Perini Corp. 0.06 Reduce 58.99% 2,795 $77.28 $216,000 $74.91 -3.07% $34.26 $100.00
≡ UNFI - United Natural Foods 0.06 Reduce 58.42% 5,250 $45.14 $237,000 $50.27 11.36% $20.78 $53.18
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.

Sector % analysis

Energy 17.10

Services 15.82

Consumer Discretionary 15.01

Financials 14.31

Industrials 5.81

NA 5.10

Information Technology 4.88

Materials 4.71

Health Care 3.68

Consumer Goods 3.44

Technology 2.80

Communication Services 2.73

Real Estate 1.32

Utilities 1.15

Consumer Cyclical 0.88

Industrial Goods 0.79

0.45

Consumer Staples 0.06

Articles & Commentaries

06 Apr 2026 Miller Value Partners: Investment case update for Figure Technology Solutions (FIGR)
01 Apr 2026 Miller Value Partners: Bread Financial Holdings (BFH)
30 Mar 2026 Miller Value Partners: Investment case for MercadoLibre (MELI)
04 Mar 2026 Miller Value Partners: Historic Valuation Gaps Are Pointing to a Major Market Shift
12 Jan 2026 Miller Value Partners: Investment case update for Coupang Inc. (CPNG)
06 Jan 2026 Miller Value Partners: Investment case update for Crocs Inc (CROX)
31 Dec 2025 Miller Value Partners investment case update for Shift4 Payments (FOUR)
01 Dec 2025 Miller Value Partners: Why Market Concentration Sets Up Opportunity in Value and Small Caps
29 Oct 2025 Miller Value Partners: Why Market Concentration Sets the Stage for Active Opportunity
20 Oct 2025 Miller Value Partners: Low Valuation and Smaller Caps - A Timely Opportunity
16 Oct 2025 Miller Value Partners Q3 2025 Commentary
12 Aug 2025 Miller Value Partners: Mid-2025 Market Perspective
14 Jul 2025 Miller Value Partners Market Commentary: It Often Rhymes
22 May 2025 Miller Value Partners insights: MasterBrand Inc (MBC)
28 Apr 2025 Miller Value Partners: Rising Uncertainty Leads to Greater Long-Term Opportunity
28 Mar 2025 Miller Value Partners insights: Pinterest Inc (PINS)
04 Mar 2025 Miller Value Partners Q4 2024 Investor Call
18 Feb 2025 Miller Value Partners: The Value Investor's Case for LNC and QUAD
12 Feb 2025 Miller Value Partners: Market Perspective Q4 2024
11 Feb 2025 Miller Value Partners insights: Ziff Davis Inc (ZD)
30 Jan 2025 Miller Value Partners insights: Is this a Generational Opportunity?
16 Dec 2024 ETF Comparison: Miller Value Partners Appreciation ETF (MVPA) v. ARK Innovation ETF (ARKK)
07 Nov 2024 Miller Value Partners: The Value Landscape
06 Nov 2024 Miller Value Partners insights: Bread Financial Holdings (BFH)
21 Oct 2024 Miller Value Partners Q3 2024 Investor Call
18 Oct 2024 Miller Value's Bill Miller IV discusses the markets
16 Oct 2024 Miller Deep Value Select Strategy Q3 2024 Letter
14 Oct 2024 Miller Value Partners Q4 2024 Market Commentary
03 Sep 2024 Miller Value Partners insights: Paypal Inc (PYPL)
26 Jul 2024 Miller Value Partners Q2 2024 Investor Call
17 Jul 2024 Miller Value Partners Q2 2024 Update
15 Jul 2024 Miller Value Partners Deep Value Strategy Q2 2024 Letter
05 Jun 2024 Miller Value Partners insights: PubMatic Inc. (PUBM)
04 Jun 2024 Miller Value Partners insights: Chord Energy (CHRD)
16 May 2024 Miller Value Partners insights: Maplebear Inc. aka Instacart (CART)
13 May 2024 Miller Value Partners Q1 2024 Investor Call
10 May 2024 Miller Value Partners insights: Coupang Inc. (CPNG)
23 Feb 2024 Miller Value Partners: Why is Value compelling right now?
21 Feb 2024 Miller Value Partners: Shift4 Payments (FOUR)
13 Nov 2023 Miller Value Partners Webcast: Where to find value in the market
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