Which superinvestors hold Bread Financial Holdings Inc (BFH)?

Per the latest SEC 13F filings, 4 superinvestors hold Bread Financial Holdings Inc (BFH): Andrew Brenton, Richard Pzena, Bill Miller, Jeremy Grantham. Combined value held is about $195.6M, with Andrew Brenton the largest holder.

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Bread Financial Holdings Inc

BFH

Held by 4 superinvestors.

Price$107.56

Holders4

Total value$195.6M

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Revenue growth: —
Net margin: —
ROE: 15.6%
FCF margin: —

Fundamentals data incomplete — read with care.

What makes a business high quality

Valuation · value band

Valuation

This company's reported figures contain an impossible value (e.g., operating income above revenue), so the data can't be trusted and no valuation verdict is shown until it's corrected.

SEC 13F · holders

Superinvestors Holding This Security

4 holders · $195.6M combined · this quarter +0 opened / -2 exited

This quarter4 trimmed2 exited

Holders 4 → 4 · last 8q

Investor	Value	Shares	Weight (prev→now)
Andrew Brenton	$142.0M	1,310,339	9.5% → 5.5% ▼
Richard Pzena	$35.5M	327,448	0.1% → 0.1% ▼
Bill Miller	$14.4M	132,798	3.8% → 3.4% ▼
Jeremy Grantham	$3.8M	35,077	0.0% → 0.0% ▼

Andrew Brenton
Value$142.0MWeight (prev→now)9.5% → 5.5% ▼
Richard Pzena
Value$35.5MWeight (prev→now)0.1% → 0.1% ▼
Bill Miller
Value$14.4MWeight (prev→now)3.8% → 3.4% ▼
Jeremy Grantham
Value$3.8MWeight (prev→now)0.0% → 0.0% ▼

Exited this quarter (2)

Tweedy, Browne Ray Dalio

SEC 13F · notes

Written summary

Bread Financial Holdings Inc (BFH) is held by 4 of the superinvestors tracked on Compounder, with a combined $195.6M in reported 13F value. The largest position belongs to Andrew Brenton, where it makes up 5.5% of the portfolio.

Other notable holders by value include Richard Pzena (0.1% of its book), Bill Miller (3.4% of its book) and Jeremy Grantham (0.0% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in BFH, 0 added to existing ones, 4 trimmed, and 2 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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