Bill Miller - Miller Value Partners
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +16.60% | Cumulative +355.9% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +9.78% | |
| Trailing 3Y | +25.04% | |
| Trailing 1Y | +14.29% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| NBR | Nabors Industries Ltd | 8.85% | $37M |
| GTN | Gray Media Inc | 6.80% | $29M |
| Direxion Shares Etf Trust | 5.81% | $25M | |
| BLMN | Bloomin Brands Inc | 5.59% | $24M |
| QUAD | Quad / Graphics Inc | 5.06% | $21M |
| LNC | Lincoln Natl Corp Ind | 5.04% | $21M |
| CRGY | Crescent Energy Company | 4.86% | $21M |
| CNDT | Conduent Inc | 4.48% | $19M |
| BFH | Bread Financial Holdings Inc | 3.40% | $14M |
| UPS | United Parcel Svcs Inc | 2.95% | $12M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 82.9% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.prnewswire.com/news-releases/miller-value-partners-appreciation-etf-ticker-mvpa-to-transfer-primary-listing-to-the-new-york-stock-exchange-302850812.html — A 2026 firm press release states Miller Value Partners, LLC was founded in 1999 by Bill Miller, is headquartered in Sarasota, Florida, and that Bill Miller IV now serves as chairman and CIO. The firm was formerly the Baltimore-based LMM LLC; Bill Miller acquired Legg Mason's remaining stake in 2016.