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Bill Miller - Miller Value Partners Holdings – 2026 Q1

Explore the latest portfolio disclosure for Bill Miller - Miller Value Partners, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.

The latest 2026 Q1 filing shows that Bill Miller - Miller Value Partners maintains its largest exposure in Unclassified Sector, which represents approximately 67.88% 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 Non-U.S. Assets (about 11.84%) and Financial Services (approximately 5.91%) , 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 2026 Q1 quarter.

Breakdown by Sector

Unclassified Sector
67.9%
Non-U.S. Assets
11.8%
Financial Services
5.9%
Healthcare
3.7%
Industrials
3.5%
Communication Services
2.5%
Consumer Cyclical
2.3%
Technology
1.7%
Basic Materials
0.8%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
LAD 2,654 $249.81 Buy 100.00% 0.17% $663K 2026 Q1
SN 5,775 $105.97 Buy 100.00% 0.16% $611.98K 2026 Q1
UNFI 5,250 $45.14 Reduced -58.42% 0.06% $236.99K 2026 Q1
FTI 3,170 $69.09 Reduced -57.79% 0.06% $219.02K 2026 Q1
TPC 2,795 $77.28 Reduced -58.99% 0.06% $216K 2026 Q1
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