Miller Value Partners, LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
13D/G filings
13G on 5 securities
Notable people
Bill Miller
Location
Sarasota, FL
CIK
0001135778
Alternate names
LMM LLC
All SEC filings
View on sec.gov
Holdings Value, Excluding Options
Quarter Holdings Value, Excl. Options ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 56 423,070 NBR, GTN, SPUU, BLMN 13F-HR 8/14/2026 000113577826000016
Q1 2026 55 383,179 NBR, CRGY, GTN, LNC 13F-HR 5/15/2026 000113577826000011
Q4 2025 34 283,834 NBR, LNC, GTN, TDAY 13F-HR 2/17/2026 000113577826000003
Q3 2025 36 272,157 NBR, LNC, GTN, QUAD 13F-HR 11/14/2025 000113577825000003
Q2 2025 33 235,657 LNC, BFH, NBR, GTN 13F-HR 8/14/2025 000108514625005135
Q1 2025 34 219,411 LNC, NBR, BFH, GTN 13F-HR 5/15/2025 000108514625003193
Q4 2024 33 234,153 BFH, QUAD, NBR, LNC 13F-HR 2/14/2025 000108514625001536
Q3 2024 30 177,151 BFH, LNC, JXN, T 13F-HR 11/14/2024 000108514624005777
Q2 2024 29 156,580 BFH, T, JXN, LNC 13F-HR 8/13/2024 000108514624003791
Q1 2024 30 156,371 STLA, MICROSTRATEGY INC, T, JXN 13F-HR 5/7/2024 000113577824000001
Q4 2023 42 168,359 STLA, WAL, UPRO, JXN 13F-HR 2/14/2024 000108514624001377
Q3 2023 46 159,102 STLA, JXN, WAL, QUAD 13F-HR 11/14/2023 000108514623004441
Q2 2023 46 152,018 UPRO, STLA, VTRS, OMF 13F-HR 8/14/2023 000108514623003399
Q1 2023 90 1,600,884 OMF, EXPE, AMZN, TMHC 13F-HR 5/15/2023 000108514623002384
Q4 2022 84 1,548,471 OVV, OMF, EXPE, TMHC RESTATEMENT 2/14/2023 000108514623001267
Q3 2022 92 1,644,665 OVV, AMZN, EXPE, TEVA 13F-HR 11/14/2022 000108514622004042
Q2 2022 119 1,786,323 TLT puts, BABA, OVV, MAT 13F-HR 8/15/2022 000108514622003091
Q1 2022 126 2,635,800 TLT puts, AMZN, OVV, JD calls 13F-HR 5/16/2022 000108514622002148
Q4 2021 129 2,827,247 TLT puts, AMZN calls, JD calls, AMZN 13F-HR 2/14/2022 000108514622001016
Q3 2021 125 2,938,258 TLT calls, JD calls, AMZN calls, AMZN 13F-HR 11/15/2021 000108514621003318
Q2 2021 124 3,839,799 AMZN calls, DXC, ADT, AMZN 13F-HR 8/16/2021 000108514621002577
Q1 2021 114 3,523,033 AMZN calls, DXC, UBER calls, OMF 13F-HR 5/17/2021 000108514621001758
Q4 2020 102 2,957,608 UBER calls, FTCHQ, DXC, AMZN 13F-HR 2/16/2021 000108514621000909
Q3 2020 90 2,525,547 UBER calls, FTCHQ, AMZN, ADT 13F-HR 11/16/2020 000108514620003002
Q2 2020 79 2,251,809 FTCHQ, AMZN, ADT, TEVA 13F-HR 8/14/2020 000108514620002283
Q1 2020 73 1,554,732 AMZN, TEVA, ADT, FTCHQ 13F-HR 5/15/2020 000108514620001553
Q4 2019 95 2,800,658 ADT, BHC, AMZN, OMF 13F-HR 2/14/2020 000108514620000741
Q3 2019 101 2,473,425 RH, AMZN, ADT, OMF 13F-HR 11/14/2019 000108514619002963
Q2 2019 102 2,504,963 AMZN, BHC, RH, OMF 13F-HR 8/14/2019 000108514619002304
Q1 2019 102 2,515,423 AMZN, BHC, OMF, RH 13F-HR 5/15/2019 000108514619001630
Q4 2018 102 2,193,233 AMZN, RH, GNW, BHC 13F-HR 2/14/2019 000108514619000783
Q3 2018 110 3,068,773 AMZN, ENDPQ, RH, BHC 13F-HR 11/14/2018 000108514618002696
Q2 2018 111 2,660,742 AMZN, RH, VRX, OMF RESTATEMENT 8/15/2018 000108514618002162
Q1 2018 110 2,332,709 AMZN, RH, OMF, VRX 13F-HR 5/15/2018 000108514618001484
Q4 2017 112 2,310,244 VRX, AMZN, RH, OMF 13F-HR 2/14/2018 000108514618000764
Q3 2017 114 2,172,709 AMZN, RH, OMF, VRX 13F-HR 11/14/2017 000108514617002418
Q2 2017 116 2,200,376 AAPL calls, RH, VRX, AMZN 13F-HR 8/14/2017 000108514617001832
Q1 2017 70 1,931,467 AAPL calls, RH, AMZN, PAH 13F-HR 5/12/2017 000108514617001238
Q4 2016 59 1,879,902 AAPL calls, UAL, DAL, AAL 13F-HR 2/14/2017 000114036117007069
Q3 2016 64 1,756,475 AAPL calls, AMZN calls, OMF, XON 13F-HR 11/14/2016 000114036116086158
Q2 2016 65 1,548,813 AAPL calls, AMZN calls, QUOT, LEN 13F-HR 8/15/2016 000114036116076426
Q1 2016 70 2,014,756 AMZN calls, AAPL calls, DAL, XON 13F-HR 5/16/2016 000114036116065414
Q4 2015 83 2,612,409 AMZN calls, AAPL calls, TWTR calls, DAL 13F-HR 2/16/2016 000114036116052665
Q3 2015 83 2,346,769 AMZN calls, AAPL calls, TWTR calls, DAL RESTATEMENT 11/17/2015 000114036115041967
Q2 2015 91 2,639,123 XON, AMZN calls, MTG, DAL 13F-HR 8/14/2015 000114036115031893
Q1 2015 93 2,649,596 XON, AAL, AMZN calls, UAL 13F-HR 5/15/2015 000114036115020071
Q4 2014 96 2,552,114 AAL, DAL, UAL, GNW 13F-HR 2/17/2015 000114036115007025
Q3 2014 114 2,356,566 AAPL calls, DAL, UAL, AAL 13F-HR 11/14/2014 000114036114041766
Q2 2014 114 2,489,737 AAPL calls, AAL, DAL, GNW 13F-HR 8/14/2014 000114036114032604
Q1 2014 110 2,493,579 GNW, DAL, AAL, NRF 13F-HR 5/15/2014 000114036114021389
Q4 2013 105 2,150,941 GNW, MTG, DAL, NRF 13F-HR 2/14/2014 000114036114007610
Additional filings from Miller Value Partners, LLC that have since been restated

13D and 13G Filings

All 13D and 13G filings

5 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 8/7/2026. View all