What Bill Miller bought and sold in Q3 2025
In Q3 2025, Bill Miller (Miller Value Partners) opened 4 new positions — including ITRN (2.8%), UPS (2.7%), CALM (2.1%), added to 1, trimmed 7, exited 1 (DEA). The book stood at $272M across 36 positions, filed Nov 14, 2025.
4New1Added7Trimmed1Exited
New positions (4)
Added to (1)
Trimmed (7)
- JXNJackson Financial Inc-a-25% shares · 3.5% · $9M
- WALWestern Alliance Bancorp-24% shares · 2.0% · $6M
- OMFOnemain Holdings Inc-38% shares · 1.9% · $5M
- BKEBuckle Inc/the-31% shares · 1.6% · $4M
- UNFIUnited Natural Foods Inc-47% shares · 1.0% · $3M
- CGCarlyle Group Inc/the-43% shares · 0.9% · $3M
- TPCTutor Perini Corp-47% shares · 0.2% · $447K
Exited (1)
- DEAEasterly Government Propertiwas 1.4% 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.