Bill Miller — Recent Buys
Miller Value Partners · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Bill Miller opened 4 new positions and increased 21 existing holdings in the Q2 '26 filing — a combined buy footprint of $259.4M. Largest new position: DIREXION SHARES ETF TRUST at $24.6M.
New positions (4)
Increased positions (21)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| NBR | NABORS INDUSTRIES LTD | 445460 | $37.4M | 8.85% | +0.2% |
| GTN | GRAY MEDIA INC | 7243390 | $28.8M | 6.80% | +34.9% |
| BLMN | BLOOMIN BRANDS INC | 2585909 | $23.6M | 5.59% | +27.0% |
| LNC | LINCOLN NATL CORP IND | 603160 | $21.3M | 5.04% | +5.7% |
| CRGY | CRESCENT ENERGY COMPANY | 2092679 | $20.6M | 4.86% | +4.5% |
| CNDT | CONDUENT INC | 12986100 | $19.0M | 4.48% | +29.6% |
| DCH | DAUCH CORP | 2282090 | $12.4M | 2.92% | +63.5% |
| VTRS | VIATRIS INC | 733164 | $11.6M | 2.75% | +0.2% |
| JELD | JELD-WEN HLDG INC | 7139095 | $10.7M | 2.53% | +7.8% |
| MRP | MILLROSE PPTYS INC | 229300 | $6.9M | 1.63% | +26.8% |
| UPBD | UPBOUND GROUP INC | 258000 | $5.5M | 1.29% | +115.0% |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 186981 | $4.5M | 1.06% | +0.9% |
| BBW | BUILD-A-BEAR WORKSHOP INC | 133567 | $4.1M | 0.97% | +28.8% |
| ABR | ARBOR REALTY TRUST INC | 611000 | $3.3M | 0.78% | +1.2% |
| CTRN | CITI TRENDS INC | 54200 | $3.1M | 0.74% | +0.8% |
| CART | MAPLEBEAR INC | 45645 | $2.2M | 0.51% | +0.2% |
| BLDR | BUILDERS FIRSTSOURCE INC | 19115 | $1.7M | 0.40% | +1.2% |
| ABNB | AIRBNB INC | 8921 | $1.3M | 0.30% | +-44.7% |
| CPNG | COUPANG INC | 64124 | $1.1M | 0.26% | +2.6% |
| SN | SHARKNINJA INC | 5932 | $903K | 0.21% | +2.7% |
| LAD | LITHIA MTRS INC | 2712 | $788K | 0.19% | +2.2% |