{"success":true,"meta":{"generated_at":"2026-07-08T11:29:09.593Z","source":"SEC EDGAR 13F","license":"https://www.sec.gov/about/website-policies"},"data":{"id":72,"name":"Bill Miller","fund_name":"Miller Value Partners","cik":"0001135778","description":"Legendary value investor","url":"https://superinvestorclub.com/manager/72","markdown_url":"https://superinvestorclub.com/manager/72/llm.txt","latest_period":"2026-03-31","latest_filing_date":"2026-05-15","total_value":383178520,"num_holdings":55,"filings":[{"period":"2026-03-31","filing_date":"2026-05-15","accession_number":"0001135778-26-000011"},{"period":"2025-12-31","filing_date":"2026-02-17","accession_number":"0001135778-26-000003"},{"period":"2025-09-30","filing_date":"2025-11-14","accession_number":"0001135778-25-000003"},{"period":"2025-06-30","filing_date":"2025-08-14","accession_number":"0001085146-25-005135"},{"period":"2025-03-31","filing_date":"2025-05-15","accession_number":"0001085146-25-003193"},{"period":"2024-12-31","filing_date":"2025-02-14","accession_number":"0001085146-25-001536"},{"period":"2024-09-30","filing_date":"2024-11-14","accession_number":"0001085146-24-005777"},{"period":"2024-06-30","filing_date":"2024-08-13","accession_number":"0001085146-24-003791"},{"period":"2024-03-31","filing_date":"2024-05-07","accession_number":"0001135778-24-000001"}],"holdings":[{"ticker":"NBRWF","cusip":"G6359F137","company_name":"NABORS INDUSTRIES LTD","shares":"444430","value":38247646,"pct_of_portfolio":9.981677991762169,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-26.264689242571805,"prev_shares":"602737","prev_value":32728619},{"ticker":"CRGY","cusip":"44952J104","company_name":"CRESCENT ENERGY COMPANY","shares":"2003132","value":27042282,"pct_of_portfolio":7.057358538782394,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"GTN-A","cusip":"389375106","company_name":"GRAY MEDIA INC","shares":"5370100","value":23306234,"pct_of_portfolio":6.08234355099028,"security_type":"SH","change_type":"INCREASED","shares_change_pct":34.63975760280506,"prev_shares":"3988495","prev_value":19304316},{"ticker":"LNC","cusip":"534187109","company_name":"LINCOLN NATL CORP IND","shares":"570690","value":20259495,"pct_of_portfolio":5.2872209538259085,"security_type":"SH","change_type":"INCREASED","shares_change_pct":13.061429072372865,"prev_shares":"504761","prev_value":22477007},{"ticker":"SPY","cusip":"78462F103","company_name":"STATE STR SPDR S&P 500 ETF T","shares":"30044","value":19538815,"pct_of_portfolio":5.099141517640394,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"QUAD","cusip":"747301109","company_name":"QUAD / GRAPHICS INC","shares":"2651039","value":17523368,"pct_of_portfolio":4.573160311804534,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-3.1721873413468034,"prev_shares":"2737890","prev_value":17166570},{"ticker":"BFH-PA","cusip":"018581108","company_name":"BREAD FINANCIAL HOLDINGS INC","shares":"193697","value":14505968,"pct_of_portfolio":3.785694459073541,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-3.8318893826179776,"prev_shares":"201415","prev_value":14910752},{"ticker":"TDAY","cusip":"36472T109","company_name":"USA TODAY CO INC","shares":"1969280","value":13883424,"pct_of_portfolio":3.6232260618366605,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-42.136927052649675,"prev_shares":"3403345","prev_value":17527227},{"ticker":"CNDT","cusip":"206787103","company_name":"CONDUENT INC","shares":"10023930","value":12830630,"pct_of_portfolio":3.348473186858178,"security_type":"SH","change_type":"REDUCED","shares_change_pct":79.53141329139939,"prev_shares":"5583385","prev_value":10720099},{"ticker":"UPS","cusip":"911312106","company_name":"UNITED PARCEL SVCS INC","shares":"119108","value":11717845,"pct_of_portfolio":3.058064162886792,"security_type":"SH","change_type":"REDUCED","shares_change_pct":37.53810623556582,"prev_shares":"86600","prev_value":8589854},{"ticker":"BLMN","cusip":"094235108","company_name":"BLOOMIN BRANDS INC","shares":"2036734","value":10998364,"pct_of_portfolio":2.8702976356816663,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"FOSL","cusip":"34988V106","company_name":"FOSSIL GROUP INC","shares":"2425185","value":10452547,"pct_of_portfolio":2.7278530644149885,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-23.84205576220436,"prev_shares":"3184415","prev_value":11973400},{"ticker":"CTO-PA","cusip":"22948Q101","company_name":"CTO RLTY GROWTH INC NEW","shares":"556053","value":10281420,"pct_of_portfolio":2.683193201957145,"security_type":"SH","change_type":"INCREASED","shares_change_pct":28.080019348374393,"prev_shares":"434145","prev_value":7992609},{"ticker":"ITRN","cusip":"M6158M104","company_name":"ITURAN LOCATION AND CONTROL","shares":"203900","value":9993139,"pct_of_portfolio":2.6079590787082743,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-5.162790697674419,"prev_shares":"215000","prev_value":9247150},{"ticker":"VTRS","cusip":"92556V106","company_name":"VIATRIS INC","shares":"731676","value":9884943,"pct_of_portfolio":2.5797226316339446,"security_type":"SH","change_type":"INCREASED","shares_change_pct":18.20290791599354,"prev_shares":"619000","prev_value":7706550},{"ticker":"CHRD","cusip":"674215207","company_name":"CHORD ENERGY CORPORATION","shares":"69330","value":9857339,"pct_of_portfolio":2.572518678761012,"security_type":"SH","change_type":"INCREASED","shares_change_pct":20.018696118824224,"prev_shares":"57766","prev_value":5354908},{"ticker":"JXN-PA","cusip":"46817M107","company_name":"JACKSON FINANCIAL INC","shares":"80680","value":8529490,"pct_of_portfolio":2.225983335391556,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-6.349390597794545,"prev_shares":"86150","prev_value":9187897},{"ticker":"VZ","cusip":"92343V104","company_name":"VERIZON COMMUNICATIONS INC","shares":"168000","value":8433600,"pct_of_portfolio":2.2009584462093543,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-15.151515151515152,"prev_shares":"198000","prev_value":8064540},{"ticker":"AXL","cusip":"024061103","company_name":"DAUCH CORP","shares":"1395905","value":8277717,"pct_of_portfolio":2.160276886084324,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-19.534177244376806,"prev_shares":"1734780","prev_value":11119940},{"ticker":"JELD","cusip":"47580P103","company_name":"JELD-WEN HLDG INC","shares":"6619885","value":8208657,"pct_of_portfolio":2.1422539551538535,"security_type":"SH","change_type":"INCREASED","shares_change_pct":60.12454616480537,"prev_shares":"4134210","prev_value":10170157},{"ticker":"MSTR","cusip":"594972408","company_name":"STRATEGY INC","shares":"52058","value":6496838,"pct_of_portfolio":1.6955120553208463,"security_type":"SH","change_type":"INCREASED","shares_change_pct":106.17029702970298,"prev_shares":"25250","prev_value":3836737},{"ticker":"ARLP","cusip":"01877R108","company_name":"ALLIANCE RESOURCE PARTNERS L","shares":"185256","value":5122328,"pct_of_portfolio":1.3367993592125154,"security_type":"SH","change_type":"INCREASED","shares_change_pct":40.345454545454544,"prev_shares":"132000","prev_value":3066360},{"ticker":"MRP","cusip":"601137102","company_name":"MILLROSE PPTYS INC","shares":"180800","value":5062400,"pct_of_portfolio":1.3211596516422686,"security_type":"SH","change_type":"REDUCED","shares_change_pct":118.3574879227053,"prev_shares":"82800","prev_value":2473236},{"ticker":"CALM","cusip":"128030202","company_name":"CAL MAINE FOODS INC","shares":"62000","value":4907300,"pct_of_portfolio":1.2806824349131052,"security_type":"SH","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"62000","prev_value":4933340},{"ticker":"ABR","cusip":"038923108","company_name":"ARBOR REALTY TRUST INC","shares":"604000","value":4656840,"pct_of_portfolio":1.2153186457320209,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"OMF","cusip":"68268W103","company_name":"ONEMAIN HLDGS INC","shares":"82941","value":4436514,"pct_of_portfolio":1.1578190760797344,"security_type":"SH","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"82941","prev_value":5602665},{"ticker":"UGI","cusip":"902681105","company_name":"UGI CORP NEW","shares":"121000","value":4406820,"pct_of_portfolio":1.150069685534565,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-53.81679389312977,"prev_shares":"262000","prev_value":9806660},{"ticker":"BMY","cusip":"110122108","company_name":"BRISTOL-MYERS SQUIBB CO","shares":"69500","value":4215175,"pct_of_portfolio":1.100055138790139,"security_type":"SH","change_type":"INCREASED","shares_change_pct":-35.648148148148145,"prev_shares":"108000","prev_value":5825520},{"ticker":"WAL-PA","cusip":"957638109","company_name":"WESTERN ALLIANCE BANCORP","shares":"55252","value":3914604,"pct_of_portfolio":1.0216136332485442,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-14.278178574199055,"prev_shares":"64455","prev_value":5418732},{"ticker":"BBW","cusip":"120076104","company_name":"BUILD-A-BEAR WORKSHOP INC","shares":"103734","value":3884838,"pct_of_portfolio":1.0138454525060538,"security_type":"SH","change_type":"REDUCED","shares_change_pct":32.99230769230769,"prev_shares":"78000","prev_value":4779060},{"ticker":"MELI","cusip":"58733R102","company_name":"MERCADOLIBRE INC","shares":"2215","value":3829779,"pct_of_portfolio":0.9994764320296451,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"CROX","cusip":"227046109","company_name":"CROCS INC","shares":"38548","value":3200255,"pct_of_portfolio":0.8351864295524708,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"FIGR","cusip":"349381103","company_name":"FIGURE TECHNOLOGY SOLUTIO","shares":"91009","value":3089756,"pct_of_portfolio":0.8063489571388293,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"LYB","cusip":"N53745100","company_name":"LYONDELLBASELL INDUSTRIES NV","shares":"38000","value":3061280,"pct_of_portfolio":0.7989174340983415,"security_type":"SH","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"38000","prev_value":1645400},{"ticker":"ZD","cusip":"48123V102","company_name":"ZIFF DAVIS INC","shares":"68058","value":2855714,"pct_of_portfolio":0.7452698548968768,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"BCC","cusip":"09739D100","company_name":"BOISE CASCADE CO DEL","shares":"37000","value":2806450,"pct_of_portfolio":0.7324131843298524,"security_type":"SH","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"37000","prev_value":2723200},{"ticker":"REZI","cusip":"76118Y104","company_name":"RESIDEO TECHNOLOGIES INC","shares":"69762","value":2351677,"pct_of_portfolio":0.6137288175756825,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"CTRN","cusip":"17306X102","company_name":"CITI TRENDS INC","shares":"53763","value":2329013,"pct_of_portfolio":0.6078140810189465,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"UPBD","cusip":"76009N100","company_name":"UPBOUND GROUP INC","shares":"120000","value":2166000,"pct_of_portfolio":0.5652717694092038,"security_type":"SH","change_type":"REDUCED","shares_change_pct":71.42857142857143,"prev_shares":"70000","prev_value":1229200},{"ticker":"ABNB","cusip":"009066101","company_name":"AIRBNB INC","shares":"16134","value":2037402,"pct_of_portfolio":0.5317109111439754,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"CG","cusip":"14316J108","company_name":"CARLYLE GROUP INC","shares":"40000","value":1935600,"pct_of_portfolio":0.5051431379817428,"security_type":"SH","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"40000","prev_value":2364400},{"ticker":"CART","cusip":"565394103","company_name":"MAPLEBEAR INC","shares":"45557","value":1706565,"pct_of_portfolio":0.445370737378494,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"BLDR","cusip":"12008R107","company_name":"BUILDERS FIRSTSOURCE INC","shares":"18893","value":1555461,"pct_of_portfolio":0.4059363766006508,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"PRDO","cusip":"71363P106","company_name":"PERDOCEO ED CORP","shares":"40395","value":1503098,"pct_of_portfolio":0.3922709446239315,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"FOUR","cusip":"82452J109","company_name":"SHIFT4 PMTS INC","shares":"30035","value":1313431,"pct_of_portfolio":0.3427726063559095,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"CPNG","cusip":"22266T109","company_name":"COUPANG INC","shares":"62528","value":1180529,"pct_of_portfolio":0.30808851185082087,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"PINS","cusip":"72352L106","company_name":"PINTEREST INC","shares":"59990","value":1100217,"pct_of_portfolio":0.28712909063900555,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"MBC","cusip":"57638P104","company_name":"MASTERBRAND INC","shares":"104854","value":871337,"pct_of_portfolio":0.22739714115498957,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"VRM","cusip":"92918V307","company_name":"VROOM INC","shares":"58488","value":778475,"pct_of_portfolio":0.2031624841601246,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"PTLO","cusip":"73642K106","company_name":"PORTILLOS INC","shares":"129323","value":684119,"pct_of_portfolio":0.17853793057084724,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"LAD","cusip":"536797103","company_name":"LITHIA MTRS INC","shares":"2654","value":662757,"pct_of_portfolio":0.17296298341566746,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"SN","cusip":"G8068L108","company_name":"SHARKNINJA INC","shares":"5775","value":611572,"pct_of_portfolio":0.15960497994511802,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"UNFI","cusip":"911163103","company_name":"UNITED NAT FOODS INC","shares":"5250","value":236565,"pct_of_portfolio":0.061737542073078626,"security_type":"SH","change_type":"INCREASED","shares_change_pct":-58.415841584158414,"prev_shares":"12625","prev_value":425084},{"ticker":"FTI","cusip":"G87110105","company_name":"TECHNIPFMC PLC","shares":"3170","value":219142,"pct_of_portfolio":0.057190575296339675,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-57.78961384820239,"prev_shares":"7510","prev_value":334646},{"ticker":"TPC","cusip":"901109108","company_name":"TUTOR PERINI CORP","shares":"2795","value":215746,"pct_of_portfolio":0.05630430432269533,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-58.98752751283932,"prev_shares":"6815","prev_value":456741}]}}