What Bill Miller bought and sold in Q2 2026
In Q2 2026, Bill Miller (Miller Value Partners) opened 4 new positions — including SPUU (5.8%), COTY (2.0%), META (0.9%), added to 7, trimmed 8, exited 3 (SPY, MBC, PTLO). The book stood at $423M across 56 positions, filed Aug 14, 2026.
4New7Added8Trimmed3Exited
New positions (4)
Added to (7)
- GTNGray Media Inc+35% shares · 6.8% · $29M
- BLMNBloomin' Brands Inc+27% shares · 5.6% · $24M
- CNDTConduent Inc+30% shares · 4.5% · $19M
- DCHDauch Corporation+63% shares · 2.9% · $12M
- MRPMillrose Properties+27% shares · 1.6% · $7M
- UPBDUpbound Group Inc+115% shares · 1.3% · $5M
- BBWBuild-a-bear Workshop Inc+29% shares · 1.0% · $4M
Trimmed (8)
- BFHBread Financial Holdings Inc-31% shares · 3.4% · $14M
- TDAYUsa Today CO Inc-29% shares · 2.8% · $12M
- ITRNIturan Location And Control-34% shares · 1.9% · $8M
- CROXCrocs Inc-25% shares · 0.8% · $3M
- WALWestern Alliance Bancorp-24% shares · 0.8% · $3M
- MELIMercadolibre Inc-23% shares · 0.7% · $3M
- ZDZiff Davis Inc-26% shares · 0.6% · $3M
- ABNBAirbnb Inc-class A-45% shares · 0.3% · $1M
Exited (3)
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.