13F filing recap · Q2 2021
What did Miller Value Partners buy in Q2 2021?
Reported stock-position changes between this filing and the previous one.
Stock value
$3.84B
Positions
100
Estimated turnover
21.3%
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
SPLKSplunk Inc.$129.80Mreported value+897.8K sharesSOFISofi Technologies, Inc.$48.91Mreported value+2.55M sharesCOINCoinbase Global, Inc.$30.70Mreported value+121.2K sharesBIIBBiogen Inc.$27.53Mreported value+79.5K sharesTUPTupperware Brands Corp$18.33Mreported value+771.7K sharesWESWestern Midstream Partners, LP$17.49Mreported value+816.5K sharesVALEVale S.a.$11.06Mreported value+485.0K sharesMFAMfa Financial, Inc.$3.55Mreported value+773.9K sharesVIPSVipshop Holdings Limited$2.35Mreported value+117.0K sharesAPTSPreferred Apartment Communities Inc$2.05Mreported value+210.0K sharesAUDAQAudacy Inc$969.0Kreported value+224.8K sharesPRDOPerdoceo Education Corporation$736.0Kreported value+60.0K sharesBIDUBaidu, Inc.$612.0Kreported value+3.0K sharesSOFISofi Technologies, Inc.$170.0Kreported value+20.0K sharesMEUSW23andme Holding Co$121.0Kreported value+40.0K sharesSOACSustainable Opportunities Acquisition Corp$14.0Kreported value+10.0K shares