Bill Miller
Net buyingMiller Value Partners, Llc — managed by Bill Miller; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR
Miller Value Partners, Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 55 positions worth $383.2M. The top 5 holdings represent 34% of that value, a broadly diversified portfolio.
The single largest position is Nabors Industries Ltd at 10.0% of the portfolio, followed by Crescent Energy Company at 7.1% and Gray Media Inc at 6.1%.
Against the prior quarter, Bill Miller opened 22 new positions, exited 1, added to 13, and trimmed 15. The largest new buy was Crescent Energy Company. The most notable sale was the full exit from Stellantis N.V.
Across all 8 quarters on file, Nabors Industries Ltd has appeared in every filing, as has Gray Media Inc. Nabors Industries Ltd currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
As of 2026-07-02, 2 of Bill Miller's tracked holdings trade below our conservative value band (strike zone).
Open any to see the stock's valuation →
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Bill Miller holds 2 positions now in the strike zone.
See the full strike-zone list- Value$38.2MValuation—Holders1Weight (prev→now)11.5% → 10.0% ▼
- Value$27.0MValuation—Holders2Weight (prev→now)New · 7.1%
- Value$23.3MValuation—Holders1Weight (prev→now)6.8% → 6.1% ▲
- Value$20.3MValuationBelow value· unconf.Holders2Weight (prev→now)7.9% → 5.3% ▲
- Value$19.5MValuation—Holders8Weight (prev→now)New · 5.1%
- Value$17.5MValuationAbove valueHolders1Weight (prev→now)6.0% → 4.6% ▼
- Value$14.5MValuationWithin bandHolders4Weight (prev→now)5.3% → 3.8% ▼
- Value$13.9MValuation—Holders2Weight (prev→now)6.2% → 3.6% ▼
- Value$12.8MValuationAbove valueHolders1Weight (prev→now)3.8% → 3.3% ▲
- Value$11.7MValuationAbove valueHolders7Weight (prev→now)3.0% → 3.1% ▲
- Value$11.0MValuationAbove valueHolders1Weight (prev→now)New · 2.9%
- Value$10.5MValuation—Holders1Weight (prev→now)4.2% → 2.7% ▼
- Value$10.3MValuationAbove valueHolders1Weight (prev→now)2.8% → 2.7% ▲
- Value$10.0MValuation—Holders3Weight (prev→now)3.3% → 2.6% ▼
- Value$9.9MValuation—Holders4Weight (prev→now)2.7% → 2.6% ▲
- Value$9.9MValuationBelow value· unconf.Holders1Weight (prev→now)1.9% → 2.6% ▲
- Value$8.5MValuationBelow value· unconf.Holders2Weight (prev→now)3.2% → 2.2% ▼
- Value$8.4MValuationWithin bandHolders6Weight (prev→now)2.8% → 2.2% ▼
- Value$8.3MValuationStrike zone· unconf.Holders3Weight (prev→now)3.9% → 2.2% ▼
- Value$8.2MValuation—Holders1Weight (prev→now)3.6% → 2.1% ▲
- Value$6.5MValuation—Holders2Weight (prev→now)1.4% → 1.7% ▲
- Value$5.1MValuation—Holders2Weight (prev→now)1.1% → 1.3% ▲
- Value$5.1MValuation—Holders2Weight (prev→now)0.9% → 1.3% ▲
- Value$4.9MValuationWithin bandHolders2Weight (prev→now)1.7% → 1.3%
- Value$4.7MValuationStrike zone· unconf.Holders2Weight (prev→now)New · 1.2%
Showing top 25 of 55 positions
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15
Stay Updated
Curated 13F moves and valuation insights, straight to your inbox.