Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Bill Miller
Bill Miller (Miller Value Partners, LLC): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 56 Positionen mit einem Gesamtwert von $423 Mio. Wertentwicklung: 1 Jahr +49,27 %, 3 Jahre +143,37 %, 5 Jahre +93,30 %.
Bill Miller
Miller Value Partners, LLC
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $423 Mio.
Größte Position Nabors Industries Ltd
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +49,27 %
Gesamtrendite · 3 Jahre +143,37 %
Gesamtrendite · 5 Jahre +93,30 %
56 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 NBRNabors Industries Ltd | 8,85% | $37.423.095 | 445.460 | BUY Q2 · 2026+0,2% · 1 Tsd. Stk. | ← | $85,28 | |
N/A GTNGray Television Inc | 6,80% | $28.756.258 | 7.243.390 | BUY Q2 · 2026+34,9% · 1,9 Mio. Stk. | ← | $4,44 | |
N/A SPUUDirexion Shares Etf Trust | 5,81% | $24.596.449 | 114.078 | NEW Q2 · 2026114 Tsd. Stk. | – | $222,11 | |
 BLMNBloomin Brands Inc | 5,59% | $23.635.208 | 2.585.909 | BUY Q2 · 2026+27,0% · 549 Tsd. Stk. | ← | $8,07 | |
N/A QUADQuad / Graphics Inc | 5,06% | $21.397.861 | 2.538.299 | SOLD Q2 · 2026-4,3% · 113 Tsd. Stk. | ← | $9,43 | |
 LNCLincoln Natl Corp Ind | 5,04% | $21.321.706 | 603.160 | BUY Q2 · 2026+5,7% · 32 Tsd. Stk. | ← | $42,20 | |
N/A CRGYCrescent Energy Company | 4,86% | $20.550.108 | 2.092.679 | BUY Q2 · 2026+4,5% · 90 Tsd. Stk. | ← | $13,90 | |
N/A CNDTConduent Inc | 4,48% | $18.959.706 | 12.986.100 | BUY Q2 · 2026+29,6% · 3,0 Mio. Stk. | ← | $1,61 | |
 BFHBread Financial Holdings Inc | 3,40% | $14.388.663 | 132.798 | SOLD Q2 · 2026-31,4% · 61 Tsd. Stk. | ← | $108,53 | |
 UPSUnited Parcel Service Inc | 2,95% | $12.470.322 | 116.003 | SOLD Q2 · 2026-2,6% · 3 Tsd. Stk. | ← | $99,06 | |
N/A DCHDauch Corporation | 2,92% | $12.368.928 | 2.282.090 | BUY Q2 · 2026+63,5% · 886 Tsd. Stk. | ← | $5,89 | |
N/A TDAYUsa Today Co Inc | 2,83% | $11.979.234 | 1.401.080 | SOLD Q2 · 2026-28,9% · 568 Tsd. Stk. | ← | $6,24 | |
 VTRSViatris Inc | 2,75% | $11.642.644 | 733.164 | BUY Q2 · 2026+0,2% · 1 Tsd. Stk. | ← | $16,95 | |
 CTOCto Rlty Growth Inc New | 2,74% | $11.613.249 | 539.900 | SOLD Q2 · 2026-2,9% · 16 Tsd. Stk. | ← | $20,28 | |
N/A JELDJeld-Wen Hldg Inc | 2,53% | $10.708.642 | 7.139.095 | BUY Q2 · 2026+7,8% · 519 Tsd. Stk. | ← | $1,76 | |
 FOSLFossil Group Inc | 2,10% | $8.873.862 | 2.143.445 | SOLD Q2 · 2026-11,6% · 282 Tsd. Stk. | ← | $5,47 | |
 COTYCoty Inc | 2,00% | $8.462.243 | 3.917.705 | NEW Q2 · 20263,9 Mio. Stk. | – | $2,43 | |
N/A JXNJackson Financial Inc | 1,94% | $8.205.739 | 80.142 | SOLD Q2 · 2026-0,7% · 538 Stk. | ← | $132,67 | |
 ITRNIturan Location And Control Ltd | 1,93% | $8.157.037 | 133.700 | SOLD Q2 · 2026-34,4% · 70 Tsd. Stk. | ← | $51,66 | |
N/A CHRDChord Energy Corporation | 1,87% | $7.897.673 | 69.096 | SOLD Q2 · 2026-0,3% · 234 Stk. | ← | $144,49 | |
 VZVerizon Communications Inc | 1,68% | $7.113.120 | 168.000 | – | SOLD Q1 · 2026-15,2% · 30 Tsd. Stk. | $48,09 | |
N/A MRPMillrose Pptys Inc | 1,63% | $6.890.465 | 229.300 | BUY Q2 · 2026+26,8% · 49 Tsd. Stk. | ← | $28,87 | |
N/A UPBDUpbound Group Inc | 1,29% | $5.474.760 | 258.000 | BUY Q2 · 2026+115,0% · 138 Tsd. Stk. | ← | $17,13 | |
N/A OMFOnemain Hldgs Inc | 1,20% | $5.056.913 | 82.941 | – | SOLD Q4 · 2025-9,8% · 9 Tsd. Stk. | $60,81 | |
 CALMCal Maine Foods Inc | 1,18% | $4.994.720 | 62.000 | – | – | $72,89 | |
 ARLPAlliance Resource Partners L | 1,06% | $4.483.804 | 186.981 | BUY Q2 · 2026+0,9% · 2 Tsd. Stk. | ← | $25,87 | |
 MSTRStrategy Inc | 1,03% | $4.364.147 | 50.203 | SOLD Q2 · 2026-3,6% · 2 Tsd. Stk. | ← | $153,92 | |
 UGIUgi Corp New | 0,99% | $4.179.340 | 121.000 | – | SOLD Q1 · 2026-53,8% · 141 Tsd. Stk. | $37,66 | |
 BBWBuild-A-Bear Workshop Inc | 0,97% | $4.088.486 | 133.567 | BUY Q2 · 2026+28,8% · 30 Tsd. Stk. | ← | $24,44 | |
 BMYBristol-Myers Squibb Co | 0,95% | $4.004.590 | 69.500 | – | SOLD Q1 · 2026-35,6% · 39 Tsd. Stk. | $63,06 | |
 METAMeta Platforms Inc | 0,85% | $3.611.815 | 6.412 | NEW Q2 · 20266 Tsd. Stk. | ← | $665,75 | |
 CROXCrocs Inc | 0,82% | $3.481.188 | 28.856 | SOLD Q2 · 2026-25,1% · 10 Tsd. Stk. | ← | $122,24 | |
 WALWestern Alliance Bancorp | 0,81% | $3.432.261 | 41.755 | SOLD Q2 · 2026-24,4% · 13 Tsd. Stk. | ← | $78,54 | |
 ABRArbor Realty Trust Inc | 0,78% | $3.311.620 | 611.000 | BUY Q2 · 2026+1,2% · 7 Tsd. Stk. | ← | $4,28 | |
 CTRNCiti Trends Inc | 0,74% | $3.134.928 | 54.200 | BUY Q2 · 2026+0,8% · 437 Stk. | ← | $55,39 | |
 MELIMercadolibre Inc | 0,69% | $2.905.932 | 1.712 | SOLD Q2 · 2026-22,7% · 503 Stk. | ← | $1.787,39 | |
 BCCBoise Cascade Co Del | 0,68% | $2.872.310 | 37.000 | – | SOLD Q3 · 2025-7,5% · 3 Tsd. Stk. | $75,69 | |
N/A FIGRFigure Technology Solutio | 0,65% | $2.753.704 | 89.668 | SOLD Q2 · 2026-1,5% · 1 Tsd. Stk. | ← | $35,49 | |
N/A ZDZiff Davis Inc | 0,63% | $2.650.027 | 50.602 | SOLD Q2 · 2026-25,6% · 17 Tsd. Stk. | ← | $57,49 | |
 CARTMaplebear Inc | 0,51% | $2.161.291 | 45.645 | BUY Q2 · 2026+0,2% · 88 Stk. | ← | $45,37 | |
 REZIResideo Technologies Inc | 0,51% | $2.143.754 | 68.931 | SOLD Q2 · 2026-1,2% · 831 Stk. | ← | $18,37 | |
 AMPAmeriprise Finl Inc | 0,48% | $2.031.389 | 4.428 | NEW Q2 · 20264 Tsd. Stk. | – | $544,33 | |
 LYBLyondellbasell Industries Nv | 0,47% | $2.000.700 | 38.000 | – | BUY Q1 · 2025– · 38 Tsd. Stk. | $61,93 | |
 BLDRBuilders Firstsource Inc | 0,40% | $1.710.410 | 19.115 | BUY Q2 · 2026+1,2% · 222 Stk. | ← | $58,12 | |
 CGCarlyle Group Inc | 0,40% | $1.684.400 | 40.000 | – | SOLD Q3 · 2025-42,9% · 30 Tsd. Stk. | $40,10 | |
 FOURShift4 Pmts Inc | 0,34% | $1.457.498 | 29.965 | SOLD Q2 · 2026-0,2% · 70 Stk. | ← | $38,98 | |
 ABNBAirbnb Inc | 0,30% | $1.276.595 | 8.921 | SOLD Q2 · 2026-44,7% · 7 Tsd. Stk. | ← | $166,22 | |
N/A PRDOPerdoceo Ed Corp | 0,30% | $1.289.216 | 40.288 | SOLD Q2 · 2026-0,3% · 107 Stk. | ← | $32,55 | |
 PINSPinterest Inc | 0,29% | $1.216.796 | 57.860 | SOLD Q2 · 2026-3,6% · 2 Tsd. Stk. | ← | $18,60 | |
 CPNGCoupang Inc | 0,26% | $1.113.834 | 64.124 | BUY Q2 · 2026+2,6% · 2 Tsd. Stk. | ← | $14,29 |
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