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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Bill Miller (Miller Value Partners)
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  • Portfolio34
  • Performance8Q
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  • Activity165
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Bill Miller

Miller Value Partners
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  • Asset Manager · CIK 0001135778
  • Boutique

Bill Miller runs Miller Value Partners, an asset manager overseeing $283.8M in disclosed equity holdings (SEC CIK 0001135778). The latest portfolio (2025Q4) discloses 34 positions across 11 sectors, with the largest positions in NABORS INDUSTRIES LTD, LNC and GTN. On a mark-to-market basis the tracked portfolio has returned 56.2% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Bill's filingsView holdings↓
Portfolio
$283.83M
Positions
34
Quarter
2025Q4
Filings tracked
8
Since filing+56.2%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$55M+$28M$0-$28M-$55M'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$4M
Lifetime buys
$203M
Lifetime sells
$132M

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions1 name
  • MRPMILLROSE PPTYS INC
    +82,800
    $2.5M
Added to13 names
  • JELDJELD-WEN HLDG INC
    +2,065,370
    $5.1M
  • CNDTCONDUENT INC
    +1,552,560
    $3.0M
  • GTNGRAY TELEVISION INC
    +430,280
    $2.1M
  • MSTRMICROSTRATEGY INC
    +10,000
    $1.5M
  • UPBDRENT A CTR INC NEW
    +50,000
    $878K
  • QUADQUAD / GRAPHICS INC
    +114,415
    $717K
  • CHRDOASIS PETROLEUM INC
    +5,000
    $463K
  • N82405STELLANTIS N.V
    +39,000
    $425K
  • ARLPALLIANCE RESOURCE PARTNERS L
    +5,000
    $116K
  • DCHAMERICAN AXLE & MFG HLDGS IN
    +17,685
    $113K
  • CTOCTO RLTY GROWTH INC NEW
    +5,000
    $92K
  • WALWESTERN ALLIANCE BANCORP
    +1,000
    $84K
  • + 1 more…
Trimmed8 names
  • BFHALLIANCE DATA SYSTEMS CORP
    −68,595
    $5.1M
  • G6359FNABORS INDUSTRIES LTD
    −70,358
    $3.8M
  • UNFIUNITED NAT FOODS INC
    −60,820
    $2.0M
  • BBWBUILD-A-BEAR WORKSHOP INC
    −20,000
    $1.2M
  • JXNJACKSON FINANCIAL INC
    −7,675
    $819K
  • LNCLINCOLN NATL CORP IND
    −15,915
    $709K
  • OMFONEMAIN HLDGS INC
    −9,000
    $608K
  • FOSLFOSSIL GROUP INC
    −141,980
    $534K
Exited3 names
  • BKEBUCKLE INC
    −72,000
    $4.2M
  • SMLRSEMLER SCIENTIFIC INC
    −53,000
    $1.6M
  • TTENTOTALENERGIES SE
    −7,650
    $457K

Recent transactions

Last 20 moves
ADD
C
Bill Miller (Miller Value Partners) added to CHRD
OASIS PETROLEUM INC
+5,000
~$92.70 · 2025Q4
2026-02-17
ADD
U
Bill Miller (Miller Value Partners) added to UPBD
RENT A CTR INC NEW
+50,000
~$17.56 · 2025Q4
2026-02-17
TRIM
L
Bill Miller (Miller Value Partners) trimmed LNC
LINCOLN NATL CORP IND
−15,915
~$44.53 · 2025Q4
2026-02-17
NEW
M
Bill Miller (Miller Value Partners) opened a new position in MRP
MILLROSE PPTYS INC
+82,800
~$29.87 · 2025Q4
2026-02-17
TRIM
F
Bill Miller (Miller Value Partners) trimmed FOSL
FOSSIL GROUP INC
−141,980
~$3.76 · 2025Q4
2026-02-17
ADD
Q
Bill Miller (Miller Value Partners) added to QUAD
QUAD / GRAPHICS INC
+114,415
~$6.27 · 2025Q4
2026-02-17
ADD
G
Bill Miller (Miller Value Partners) added to GTN
GRAY TELEVISION INC
+430,280
~$4.84 · 2025Q4
2026-02-17
ADD
J
Bill Miller (Miller Value Partners) added to JELD
JELD-WEN HLDG INC
+2,065,370
~$2.46 · 2025Q4
2026-02-17
SOLD
B
Bill Miller (Miller Value Partners) exited BKE
BUCKLE INC
−72,000
~$58.66 · 2025Q4
2026-02-17
ADD
M
Bill Miller (Miller Value Partners) added to MSTR
MICROSTRATEGY INC
+10,000
~$151.95 · 2025Q4
2026-02-17
ADD
A
Bill Miller (Miller Value Partners) added to ARLP
ALLIANCE RESOURCE PARTNERS L
+5,000
~$23.23 · 2025Q4
2026-02-17
ADD
C
Bill Miller (Miller Value Partners) added to CNDT
CONDUENT INC
+1,552,560
~$1.92 · 2025Q4
2026-02-17
TRIM
O
Bill Miller (Miller Value Partners) trimmed OMF
ONEMAIN HLDGS INC
−9,000
~$67.55 · 2025Q4
2026-02-17
TRIM
B
Bill Miller (Miller Value Partners) trimmed BBW
BUILD-A-BEAR WORKSHOP INC
−20,000
~$61.27 · 2025Q4
2026-02-17
ADD
C
Bill Miller (Miller Value Partners) added to CTO
CTO RLTY GROWTH INC NEW
+5,000
~$18.41 · 2025Q4
2026-02-17
ADD
T
Bill Miller (Miller Value Partners) added to TDAY
GANNETT CO INC
+80
~$5.15 · 2025Q4
2026-02-17
TRIM
J
Bill Miller (Miller Value Partners) trimmed JXN
JACKSON FINANCIAL INC
−7,675
~$106.65 · 2025Q4
2026-02-17
ADD
D
Bill Miller (Miller Value Partners) added to DCH
AMERICAN AXLE & MFG HLDGS IN
+17,685
~$6.41 · 2025Q4
2026-02-17
TRIM
B
Bill Miller (Miller Value Partners) trimmed BFH
ALLIANCE DATA SYSTEMS CORP
−68,595
~$74.03 · 2025Q4
2026-02-17
SOLD
S
Bill Miller (Miller Value Partners) exited SMLR
SEMLER SCIENTIFIC INC
−53,000
~$30.00 · 2025Q4
2026-02-17