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Bill Miller - Miller Value Partners Holdings – 2025 Q3

Explore the latest portfolio disclosure for Bill Miller - Miller Value Partners, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Bill Miller - Miller Value Partners maintains its largest exposure in Consumer Discretionary, which represents approximately 24.56% of the portfolio. This sector forms the core of Bill Miller - Miller Value Partners's investment stance during this reporting period.

Additional major allocations include Finance (about 16.07%) and Energy (approximately 13.39%), reflecting how Bill Miller - Miller Value Partners diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Bill Miller - Miller Value Partners's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Consumer Discretionary
24.6%
Finance
16.1%
Energy
13.4%
Real Estate
12.3%
Industrials
12.2%
Technology
4.6%
Health Care
4.6%
Basic Materials
3.7%
Utilities
3.2%
Telecommunications
3.2%
Consumer Staples
2.1%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
NBR 673,095 $40.87 Increased 7.85% 10.11% $27.51M 2025 Q3
LNC 520,676 $40.33 Reduced -8.57% 7.72% $21M 2025 Q3
GTN 3,558,215 $5.78 Reduced -2.46% 7.56% $20.57M 2025 Q3
QUAD 2,623,475 $6.26 Reduced -3.21% 6.04% $16.42M 2025 Q3
BFH 270,010 $55.77 Reduced -17.53% 5.54% $15.06M 2025 Q3
TDAY 3,403,265 $4.13 Increased 3.62% 5.17% $14.06M 2025 Q3
CNDT 4,030,825 $2.8 Increased 46.30% 4.15% $11.29M 2025 Q3
AXL 1,717,095 $6.01 Increased 19.25% 3.79% $10.32M 2025 Q3
JELD 2,068,840 $4.91 Increased 10.37% 3.73% $10.16M 2025 Q3
JXN 93,825 $101.23 Reduced -24.94% 3.49% $9.5M 2025 Q3
UGI 262,000 $33.26 Reduced -10.27% 3.20% $8.71M 2025 Q3
VZ 198,000 $43.95 No Change No Change 3.20% $8.7M 2025 Q3
FOSL 3,326,395 $2.57 Reduced -4.13% 3.14% $8.55M 2025 Q3
ITRN 215,000 $35.72 Buy 100.00% 2.82% $7.68M 2025 Q3
UPS 86,600 $83.53 Buy 100.00% 2.66% $7.23M 2025 Q3
CTO 429,145 $16.3 Increased 7.52% 2.57% $7M 2025 Q3
BBW 98,000 $65.21 Reduced -6.67% 2.35% $6.39M 2025 Q3
VTRS 619,000 $9.9 No Change No Change 2.25% $6.13M 2025 Q3
CALM 62,000 $94.1 Buy 100.00% 2.14% $5.83M 2025 Q3
WAL 63,455 $86.72 Reduced -23.97% 2.02% $5.5M 2025 Q3
CHRD 52,766 $99.36 No Change No Change 1.93% $5.24M 2025 Q3
OMF 91,941 $56.46 Reduced -38.29% 1.91% $5.19M 2025 Q3
MSTR 15,250 $322.23 No Change No Change 1.81% $4.91M 2025 Q3
BMY 108,000 $45.1 No Change No Change 1.79% $4.87M 2025 Q3
BKE 72,000 $58.67 Reduced -31.43% 1.55% $4.22M 2025 Q3
STLA 390,000 $9.34 No Change No Change 1.34% $3.64M 2025 Q3
ARLP 127,000 $25.28 No Change No Change 1.18% $3.21M 2025 Q3
BCC 37,000 $77.32 Reduced -7.50% 1.05% $2.86M 2025 Q3
UNFI 73,445 $37.62 Reduced -46.55% 1.02% $2.76M 2025 Q3
CG 40,000 $62.7 Reduced -42.86% 0.92% $2.51M 2025 Q3
LYB 38,000 $49.05 No Change No Change 0.69% $1.86M 2025 Q3
SMLR 53,000 $30 No Change No Change 0.58% $1.59M 2025 Q3
UPBD 20,000 $23.65 Buy 100.00% 0.17% $473K 2025 Q3
TTE 7,650 $59.74 No Change No Change 0.17% $457.01K 2025 Q3
TPC 6,815 $65.59 Reduced -47.21% 0.16% $447K 2025 Q3
FTI 7,510 $39.41 Reduced -7.46% 0.11% $295.97K 2025 Q3
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