13F filing recap · Q1 2017
What did Miller Value Partners buy in Q1 2017?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.93B
Positions
65
Estimated turnover
35.5%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
RHRh$121.87Mreported value+2.63M sharesWWayfair Inc.$53.37Mreported value+1.32M sharesATHNAthenahealth, Inc.$20.84Mreported value+184.9K sharesPRMWPrimo Water Corporation$6.80Mreported value+550.0K sharesTBTProshares Trust$5.79Mreported value+175.0K sharesFCAUFiat Chrysler Automobiles N.v.$5.46Mreported value+500.0K sharesCSCredit Suisse Group AG$5.19Mreported value+350.0K sharesCHGGChegg, Inc$4.64Mreported value+550.0K sharesCLNSColony Northstar Inc$4.38Mreported value+339.5K sharesCAACalatlantic Group, Inc.$3.75Mreported value+100.0K sharesSSWSeaspan Corporation$3.46Mreported value+500.0K sharesFSCFifth Street Finance Corp.$3.23Mreported value+700.0K sharesCCitigroup Global Markets Holdings Inc.$2.68Mreported value+100.0K sharesWFC WSWells Fargo & Company/mn$2.44Mreported value+110.0K sharesABAlliancebernstein Holding L.p.$1.14Mreported value+50.0K sharesUNITUniti Group Inc.$877.0Kreported value+33.9K shares