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.

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.