13F filing recap · Q1 2023
What did Miller Value Partners buy in Q1 2023?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.60B
Positions
89
Estimated turnover
18.9%
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
UBSUbs Group AG$25.14Mreported value+1.18M sharesPTONPeloton Interactive, Inc.$21.03Mreported value+1.85M sharesPGENPrecigen, Inc.$10.07Mreported value+9.50M sharesUPROProshares Trust$7.21Mreported value+186.9K sharesMDCM.d.c. Holdings, Inc.$4.16Mreported value+107.0K sharesWALWestern Alliance Bancorporation$2.08Mreported value+58.4K sharesABNBAirbnb, Inc.$1.18Mreported value+9.5K sharesMTCHMatch Group, Inc.$537.5Kreported value+14.0K sharesRICKRci Hospitality Holdings, Inc.$390.9Kreported value+5.0K sharesMBCMasterbrand, Inc.$321.6Kreported value+40.0K sharesWGHTQWw International Inc$41.2Kreported value+10.0K sharesOPENOpendoor Technologies Inc.$26.4Kreported value+15.0K sharesTMCTmc the Metals Co Inc.$16.6Kreported value+20.0K sharesVRMVroom, Inc.$9.0Kreported value+10.0K sharesUPGBPWheels Up Experience Inc$6.3Kreported value+10.0K sharesSDIGStronghold Digital Mining, Inc.$6.2Kreported value+10.0K sharesGREEGreenidge Generation Holdings Inc.$4.5Kreported value+10.0K sharesSDCCQSmiledirectclub Inc$4.3Kreported value+10.0K sharesSHPWShapeways Holdings Inc$3.4Kreported value+10.0K shares