What Bill Miller bought and sold in Q4 2024
In Q4 2024, Bill Miller (Miller Value Partners) opened 3 new positions — including CG (1.5%), ATKR (1.3%), SMLR (1.0%), added to 12, trimmed 2. The book stood at $234M across 33 positions, filed Feb 14, 2025.
3New12Added2Trimmed0Exited
New positions (3)
Added to (12)
- QUADQuad Graphics Inc+34% shares · 7.5% · $18M
- NBRNabors Industries Ltd+99% shares · 6.9% · $16M
- LNCLincoln National Corp+29% shares · 6.7% · $16M
- TDAYUsa Today CO Inc+75% shares · 5.2% · $12M
- UNFIUnited Natural Foods Inc+52% shares · 4.8% · $11M
- GTNGray Media Inc+132% shares · 4.6% · $11M
- UGIUgi Corp+45% shares · 3.5% · $8M
- CNDTConduent Inc+72% shares · 2.7% · $6M
- BMYBristol-myers Squibb CO+35% shares · 2.6% · $6M
- FOSLFossil Group Inc+93% shares · 1.8% · $4M
- DCHDauch Corporation+127% shares · 1.3% · $3M
- TPCTutor Perini Corp+39% shares · 0.8% · $2M
Trimmed (2)
Bill Miller's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.