13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-08-14) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.
Miller Value Partners
CIK 1135778Bill Miller · Miller Value Partners, LLC
The legend who beat the S&P 500 for 15 straight years — known for contrarian value and tech bets plus bitcoin exposure.
View original 13F on SEC EDGARQuarter
2026Q2
Total 13F value
$423M
Holdings
56
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Nabors Industries Ltd | 8.85% | $37M | |
| Gray Media Inc | 6.80% | $29M | |
| Direxion Shares ETF Trust | 5.81% | $25M | |
| Bloomin Brands Inc | 5.59% | $24M | |
| Quad / Graphics Inc | 5.06% | $21M | |
| Lincoln Natl Corp Ind | 5.04% | $21M | |
| Crescent Energy Company | 4.86% | $21M | |
| Conduent Inc | 4.48% | $19M | |
| Bread Financial Holdings Inc | 3.40% | $14M | |
| United Parcel Svcs Inc | 2.95% | $12M |
As of 2026Q2 · filed 2026-08-14 · accession 0001135778-26-000016 · 57 days after quarter-end · source SEC EDGAR Form 13F-HR
This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.