Fund manager
Bill Miller
Miller Value Partners · Value and growth
Once ran Legg Mason Capital Management, then founded Miller Value Partners.
Top holdings
| Company | Weight | Value |
|---|---|---|
| Nabors Industries Ltd | 8.8% | $37.4M |
| Gray Media Inc (GTN) | 6.8% | $28.8M |
| Direxion Shares Etf Trust (SPUU) | 5.8% | $24.6M |
| Bloomin Brands Inc (BLMN) | 5.6% | $23.6M |
| Quad / Graphics Inc (QUAD) | 5.1% | $21.4M |
| Lincoln Natl Corp Ind (LNC) | 5.0% | $21.3M |
| Crescent Energy Company (CRGY) | 4.9% | $20.6M |
| Conduent Inc (CNDT) | 4.5% | $19.0M |
| Bread Financial Holdings Inc (BFH) | 3.4% | $14.4M |
| United Parcel Svcs Inc (UPS) | 2.9% | $12.5M |
From the Form 13F for the quarter ended 2026-06-30, filed 2026-08-14. Reported $423.1M across 56 positions.