Bill Miller - Miller Value Partners
Portfolio
$423.07 M
Positionen
56
Stichtag
2026-06-30
Quartal
Q2 2026
| NABORS INDUSTRIES LTD | 8.85% | Add 0.23% |
| GRAY MEDIA INC | 6.80% | Add 34.88% |
| DIREXION SHARES ETF TRUST | 5.81% | Buy |
| BLMNBLOOMIN BRANDS INC | 5.59% | Add 26.96% |
| QUAD / GRAPHICS INC | 5.06% | Reduce 4.25% |
| LNCLINCOLN NATL CORP IND | 5.04% | Add 5.69% |
| CRGYCRESCENT ENERGY COMPANY | 4.86% | Add 4.47% |
| CONDUENT INC | 4.48% | Add 29.55% |
| BFHBREAD FINANCIAL HOLDINGS INC | 3.40% | Reduce 31.44% |
| UPSUNITED PARCEL SVCS INC | 2.95% | Reduce 2.61% |
| DCHDAUCH CORP | 2.92% | Add 63.48% |
| GCIUSA TODAY CO INC | 2.83% | Reduce 28.85% |
| VTRSVIATRIS INC | 2.75% | Add 0.20% |
| CTOCTO RLTY GROWTH INC NEW | 2.74% | Reduce 2.90% |
| JELD-WEN HLDG INC | 2.53% | Add 7.84% |
| FOSSIL GROUP INC | 2.10% | Reduce 11.62% |
| COTY INC | 2.00% | Buy |
| JACKSON FINANCIAL INC | 1.94% | Reduce 0.67% |
| ITURAN LOCATION AND CONTROL | 1.93% | Reduce 34.43% |
| CHRDCHORD ENERGY CORPORATION | 1.87% | Reduce 0.34% |
| VZVERIZON COMMUNICATIONS INC | 1.68% | |
| MRPMILLROSE PPTYS INC | 1.63% | Add 26.83% |
| RCIIUPBOUND GROUP INC | 1.29% | Add 115.00% |
| ONEMAIN HLDGS INC | 1.20% | |
| CALMCAL MAINE FOODS INC | 1.18% |
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