Bill Miller
Miller Value Partners · Buys great companies for less than they're really worth and holds for the long run
Top 5 holdings: NABORS INDUSTRIES LTD 8.8%, GTN 6.8%, SPUU 5.8%, BLMN 5.6%, QUAD 5.1%
Holdings in or near the buy zone today
From stocks Bill Miller holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
SHARKNINJA INC
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
NABORS INDUSTRIES LTD · shares -26%
ITURAN LOCATION AND CONTROL · shares -38%
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $423M
| Quarter | NABORS INDUS | GTN | SPUU | BLMN | QUAD |
|---|---|---|---|---|---|
| Q2 2026 | 8.8% | 6.8% | 5.8% | 5.6% | 5.1% |
| Q4 2025 | 11.5% | 6.8% | – | – | 6.0% |
| Q3 2025 | 10.1% | 7.6% | – | – | 6.0% |
| Q2 2025 | 7.4% | 7.0% | – | – | 6.5% |
| Q1 2025 | 7.4% | 7.0% | – | – | 6.4% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice