Bill Miller - Miller Value Partners – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Bill Miller - Miller Value Partners during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| CRGY | 2,003,132 | $13.5 | Buy | 100.00% | 7.06% | $27.04M | 2026 Q1 |
| GTN | 5,370,100 | $4.34 | Increased | 34.64% | 6.09% | $23.31M | 2026 Q1 |
| LNC | 570,690 | $35.5 | Increased | 13.06% | 5.29% | $20.26M | 2026 Q1 |
| SPY | 30,044 | $650.35 | Buy | 100.00% | 5.10% | $19.54M | 2026 Q1 |
| CNDT | 10,023,930 | $1.28 | Increased | 79.53% | 3.35% | $12.83M | 2026 Q1 |
| UPS | 119,108 | $98.38 | Increased | 37.54% | 3.06% | $11.72M | 2026 Q1 |
| BLMN | 2,036,734 | $5.4 | Buy | 100.00% | 2.87% | $11M | 2026 Q1 |
| CTO | 556,053 | $18.49 | Increased | 28.08% | 2.68% | $10.28M | 2026 Q1 |
| VTRS | 731,676 | $13.51 | Increased | 18.20% | 2.58% | $9.88M | 2026 Q1 |
| CHRD | 69,330 | $142.18 | Increased | 20.02% | 2.57% | $9.86M | 2026 Q1 |
| JELD | 6,619,885 | $1.24 | Increased | 60.12% | 2.14% | $8.21M | 2026 Q1 |
| MSTR | 52,058 | $124.8 | Increased | 106.17% | 1.70% | $6.5M | 2026 Q1 |
| ARLP | 185,256 | $27.65 | Increased | 40.35% | 1.34% | $5.12M | 2026 Q1 |
| MRP | 180,800 | $28 | Increased | 118.36% | 1.32% | $5.06M | 2026 Q1 |
| ABR | 604,000 | $7.71 | Buy | 100.00% | 1.22% | $4.66M | 2026 Q1 |
| BBW | 103,734 | $37.45 | Increased | 32.99% | 1.01% | $3.88M | 2026 Q1 |
| MELI | 2,215 | $1729.12 | Buy | 100.00% | 1.00% | $3.83M | 2026 Q1 |
| CROX | 38,548 | $83.01 | Buy | 100.00% | 0.84% | $3.2M | 2026 Q1 |
| FIGR | 91,009 | $33.95 | Buy | 100.00% | 0.81% | $3.09M | 2026 Q1 |
| ZD | 68,058 | $41.96 | Buy | 100.00% | 0.75% | $2.86M | 2026 Q1 |
| REZI | 69,762 | $33.71 | Buy | 100.00% | 0.61% | $2.35M | 2026 Q1 |
| CTRN | 53,763 | $43.32 | Buy | 100.00% | 0.61% | $2.33M | 2026 Q1 |
| UPBD | 120,000 | $18.05 | Increased | 71.43% | 0.57% | $2.17M | 2026 Q1 |
| ABNB | 16,134 | $126.26 | Buy | 100.00% | 0.53% | $2.04M | 2026 Q1 |
| CART | 45,557 | $37.47 | Buy | 100.00% | 0.45% | $1.71M | 2026 Q1 |