What Bill Miller bought and sold in Q1 2025
In Q1 2025, Bill Miller (Miller Value Partners) opened 2 new positions — including VZ (4.1%), JELD (2.1%), added to 4, trimmed 3, exited 3 (ATKR, TEVA, PBI). The book stood at $219M across 34 positions, filed May 15, 2025.
2New4Added3Trimmed3Exited
New positions (2)
Added to (4)
- NBRNabors Industries Ltd+38% shares · 7.4% · $16M
- CNDTConduent Inc+21% shares · 2.3% · $5M
- DCHDauch Corporation+88% shares · 1.8% · $4M
- SMLRSemler Scientific Inc+23% shares · 0.9% · $2M
Trimmed (3)
- WALWestern Alliance Bancorp-41% shares · 2.9% · $6M
- UNFIUnited Natural Foods Inc-54% shares · 2.4% · $5M
- TAt&t Inc-78% shares · 1.5% · $3M
Exited (3)
- ATKRAtkore Incwas 1.3% of book
- TEVATeva Pharmaceutical-sp Adrwas 0.1% of book
- PBIPitney Bowes Incwas 0.1% of book
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.