Miller Value Partners (Bill Miller)
Miller Value Partners (Bill Miller) (MILLER VALUE PARTNERS, LLC) reported 56 positions worth $423.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NBR (8.8%). Biggest move: new buy SPUU ($24.6M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NBR | SH | $37.4M | 8.85% | 6.3 Years | 445,460 | — | — | |
| ▸ 2 | GTN | SH | $28.8M | 6.80% | 3.3 Years | 7,243,390 | — | — | |
| ▸ 3 | SPUU | SH | $24.6M | 5.81% | 1 Q | 114,078 | — | — | |
| ▸ 4 | BLMN | SH | $23.6M | 5.59% | 2 Q | 2,585,909 | — | — | |
| ▸ 5 | QUAD | SH | $21.4M | 5.06% | 7.5 Years | 2,538,299 | — | — | |
| ▸ 6 | LNC | SH | $21.3M | 5.04% | 2.5 Years | 603,160 | — | — | |
| ▸ 7 | CRGY | SH | $20.6M | 4.86% | 2 Q | 2,092,679 | — | — | |
| ▸ 8 | CNDT | SH | $19.0M | 4.48% | 5.5 Years | 12,986,100 | — | — | |
| ▸ 9 | BFH | SH | $14.4M | 3.40% | 3.3 Years | 132,798 | — | — | |
| ▸ 10 | UPS | SH | $12.5M | 2.95% | 1 Year | 116,003 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| DME Capital Management (Greenlight, David Einhorn) | 4.1% | CROX, VTRS, DCH, REZI |
| Durable Capital Partners | 3.4% | MELI, FOUR, CPNG |
| Sands Capital Management | 3.3% | META, BLDR, MELI, CPNG |
| Tiger Global Management | 3.0% | META, MELI, CPNG |
| Harris Associates (Bill Nygren) | 2.7% | LAD, META, CG, ABNB, CPNG |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Miller Value Partners (Bill Miller) hold as of Q2 2026?
Miller Value Partners (Bill Miller) reported 56 positions worth $423.1M in its Q2 2026 13F filing. Largest positions: NBR (8.8%), GTN (6.8%), SPUU (5.8%), BLMN (5.6%) and QUAD (5.1%).
What did Miller Value Partners (Bill Miller) buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Miller Value Partners (Bill Miller) sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.