13F filing recap · Q2 2026
What did Miller Value Partners buy in Q2 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$423.07M
Positions
56
Estimated turnover
28.2%
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.
Quarter in review
Miller Value Partners opened new positions in Direxion Shares ETF Trust, Coty, Meta Platforms, and Ameriprise Financial, while exiting Masterbrand, Portillo’s, and SPDR S&P 500 ETF Trust. The firm added to Gray Media, Bloomin’ Brands, Conduent, Millrose Properties, and Build-A-Bear Workshop, and substantially increased American Axle & Manufacturing. It trimmed Bread Financial, USA Today, Ituran Location and Control, Crocs, Western Alliance Bancorporation, Mercadolibre, and Ziff Davis, and substantially reduced Airbnb. Upbound Group was dramatically increased.