13F filing recap · Q2 2022
What did Miller Value Partners buy in Q2 2022?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.79B
Positions
82
Estimated turnover
29.4%
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
EXPEExpedia Group, Inc.$58.48Mreported value+616.7K sharesUALUnited Airlines Holdings, Inc.$42.05Mreported value+1.19M sharesSPYSPDR S&P 500 ETF Trust$8.28Mreported value+21.9K sharesEXEChesapeake Energy Corporation$4.05Mreported value+50.0K sharesBKEBuckle, Inc$3.32Mreported value+120.0K sharesSPGSimon Property Group, Inc.$2.75Mreported value+29.0K sharesAPAMArtisan Partners Asset Management Inc.$1.96Mreported value+55.0K sharesWESWestern Midstream Partners, LP$1.13Mreported value+46.3K sharesCROXCrocs, Inc.$584.0Kreported value+12.0K sharesVTLEVital Energy Inc (formerly Laredo Petroleum Inc)$517.0Kreported value+7.5K sharesDODiamond Offshore Drilling, Inc.$294.0Kreported value+50.0K sharesGREEGreenidge Generation Holdings Inc.$25.0Kreported value+10.0K sharesDSEURDrive Shack Inc$14.0Kreported value+10.0K shares