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Miller Value Partners (Bill Miller) - FilingSpy

Bill Miller

Miller Value Partners

Bill Miller

$235.66M

Overview Activity Holdings

AUM

$235.66M

Positions

33

Top Position

LNC 8.4%

Top 10

59%

Activity Summary

1 New positions 13 Increased 3 Decreased 2 Exited

Notable Trades

Largest New

DEA

Easterly Government Properties Inc

$3.26M

Biggest Increase

LNC

Lincoln National Corp

+50.2K shares

Largest Exit

DEA

Easterly Government Properties Inc

367.0K shares

Biggest Decrease

TPC

Tutor Perini Corporation

-77.7K shares

Portfolio Composition

LNC8.4%

BFH7.9%

NBR7.4%

GTN7.0%

QUAD6.5%

TDAY5.0%

4.7%

UGI4.5%

VZ3.6%

OMF3.6%

Other (23)41.3%