BFH
Bread Financial Holdings Inc
2 of the 83 super-investors we track hold BFH, worth a combined $50M per their latest 13F filings. The largest position: Bill Miller at 3.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 16 of 100 (how strongly the cohort backs it) — ranked #708 of 742 stocks. Conviction easing: 2 fewer super-investors hold it than in 2026Q1.
Why super-investors own BFH
BFH is held by 2 super-investors in our cohort, with a combined position value of $50M. The highest-conviction owner is Bill Miller at 3.4% of their portfolio. Cohort ownership has shrunk from 4 to 2 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 0.1% | 13q | $35M | 327,448 |
| 2 | Bill Miller | 3.4% | 13q | $14M | 132,798 |
Owners of BFH also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | TRIM | 3.4% | -31% | $14M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 018581108. Not investment advice.