13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-05-15) 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
2026Q1
Total 13F value
$383M
Holdings
55
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Nabors Industries Ltd | 9.98% | $38M | |
| Crescent Energy Company | 7.06% | $27M | |
| Gray Media Inc | 6.08% | $23M | |
| Lincoln Natl Corp Ind | 5.29% | $20M | |
| State Str Spdr S&P 500 ETF T | 5.10% | $20M | |
| Quad / Graphics Inc | 4.57% | $18M | |
| Bread Financial Holdings Inc | 3.79% | $15M | |
| Usa Today Co Inc | 3.62% | $14M | |
| Conduent Inc | 3.35% | $13M | |
| United Parcel Svcs Inc | 3.06% | $12M |
As of 2026Q1 · filed 2026-05-15 · accession 0001135778-26-000011 · 103 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.