Copy Invest | Sonar Terminal

Bill Miller - Miller Value Partners

627 trades · 572 closed · 55 open · Win rate: 44.2% · Avg return: +24.9% · Median return: 0%

⚠ 4 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
ITRN - Ituran Location and Control Ltd.	Q3 2025	$35.72	Open	$55.20	+54.54%	Open	History

BLMN - Bloomin' Brands, Inc.	Q1 2026	$5.40	Open	$8.31	+53.89%	Open	History

COF - Capital One Financial Corp.	Q2 2020	$62.59	Q1 2023	$96.16	+53.63%	Closed	History

X - United States Stl Corp New	Q4 2007	$120.91	Q2 2008	$184.78	+52.82%	Closed	History

KRTX - Karuna Therapeutics Inc	Q1 2021	$120.23	Q1 2023	$181.64	+51.08%	Closed	History

HCA - HCA Healthcare, Inc.	Q4 2011	$22.03	Q3 2012	$33.25	+50.93%	Closed	History

CAA - Calatlantic Group Inc	Q1 2017	$37.45	Q4 2017	$56.39	+50.57%	Closed	History

ONDK - On Deck Cap Inc	Q2 2017	$4.66	Q2 2018	$7.00	+50.21%	Closed	History

AVP - Avon Prods Inc	Q2 2017	$3.78	Q4 2019	$5.64	+49.21%	Closed	History

MSTR - Strategy Inc	Q4 2020	$38.86	Q3 2021	$57.77	+48.67%	Closed	History

TQQQ - ProShares UltraPro QQQ	Q1 2018	$6.00	Q3 2018	$8.89	+48.27%	Closed	History

UGI - UGI Corp.	Q1 2024	$24.54	Open	$36.30	+47.92%	Open	History

EXPE - Expedia Group, Inc.	Q3 2023	$103.07	Q4 2023	$151.79	+47.27%	Closed	History

BVH - Bluegreen Vacations Hldg Cor	Q4 2022	$24.96	Q3 2023	$36.68	+46.96%	Closed	History

CIM - Chimera Invt Corp	Q3 2020	$24.60	Q1 2022	$36.12	+46.83%	Closed	History

KBH - Kb Home	Q3 2011	$9.78	Q1 2016	$14.28	+46.01%	Closed	History

NXPI - NXP Semiconductors N.V.	Q3 2018	$85.50	Q3 2020	$124.81	+45.98%	Closed	History

CTRN - Citi Trends, Inc.	Q1 2026	$43.32	Open	$63.18	+45.84%	Open	History

UAL - United Airlines Holdings, Inc.	Q1 2011	$23.82	Q2 2020	$34.61	+45.30%	Closed	History

OMF - OneMain Holdings, Inc.	Q4 2015	$41.54	Open	$59.96	+44.34%	Open	History

WIRE - Encore Wire Corp	Q3 2023	$182.46	Q1 2024	$262.78	+44.02%	Closed	History

PRDO - Perdoceo Education Corp.	Q2 2021	$12.27	Q4 2023	$17.56	+43.11%	Closed	History

CIM - Chimera Invt Corp	Q2 2015	$41.13	Q3 2019	$58.68	+42.67%	Closed	History

APO - Apollo Global Management, Inc.	Q2 2013	$24.13	Q2 2019	$34.30	+42.15%	Closed	History

MS - Morgan Stanley	Q4 2008	$16.04	Q1 2009	$22.77	+41.96%	Closed	History

UPRO - Proshares Tr	Q1 2023	$38.57	Q4 2023	$54.74	+41.92%	Closed	History

ARCC - Ares Capital Corp.	Q3 2009	$11.02	Q4 2014	$15.62	+41.74%	Closed	History

SN - SharkNinja, Inc.	Q1 2026	$105.90	Open	$149.89	+41.54%	Open	History

ATKR - Atkore Inc.	Q4 2022	$113.42	Q4 2023	$160.00	+41.07%	Closed	History

NLY - Annaly Capital Management, Inc.	Q1 2020	$20.28	Q3 2020	$28.48	+40.43%	Closed	History

META - Meta Platforms, Inc.	Q2 2017	$150.98	Q1 2023	$211.94	+40.38%	Closed	History

BWP - Boardwalk Pipeline Partners	Q1 2014	$13.41	Q3 2014	$18.71	+39.52%	Closed	History

HALO - Halozyme Therapeutics, Inc.	Q2 2017	$12.82	Q4 2019	$17.75	+38.46%	Closed	History

UNM - Unum Group	Q4 2020	$22.90	Q1 2022	$31.48	+37.47%	Closed	History

MHO - M/I Homes Inc	Q4 2022	$46.18	Q1 2023	$63.09	+36.62%	Closed	History

CVS - CVS Health Corp.	Q2 2019	$54.49	Q4 2019	$74.29	+36.34%	Closed	History

AGO - Assured Guaranty Ltd.	Q3 2008	$16.26	Q3 2014	$22.16	+36.29%	Closed	History

WD - Walker & Dunlop Inc	Q4 2017	$47.50	Q4 2019	$64.68	+36.17%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2025	$83.53	Open	$113.67	+36.08%	Open	History

FOSL - Fossil Group, Inc.	Q3 2017	$9.34	Q1 2018	$12.70	+35.97%	Closed	History

MRVL - Marvell Technology, Inc.	Q1 2013	$10.58	Q2 2014	$14.33	+35.44%	Closed	History

VER - Vereit Inc	Q3 2015	$7.72	Q3 2016	$10.37	+34.33%	Closed	History

FL - Foot Locker Inc	Q1 2022	$29.66	Q1 2023	$39.69	+33.82%	Closed	History

2H2A - Two Hbrs Invt Corp	Q1 2020	$3.81	Q3 2020	$5.09	+33.60%	Closed	History

BX - Blackstone Inc.	Q3 2017	$33.37	Q2 2019	$44.42	+33.11%	Closed	History

WDAY - Workday, Inc.	Q2 2020	$187.36	Q1 2021	$248.43	+32.60%	Closed	History

PHM - PulteGroup, Inc.	Q4 2007	$10.54	Q3 2008	$13.97	+32.54%	Closed	History

RITM - New Residential Invt Corp	Q4 2014	$12.78	Q1 2019	$16.91	+32.32%	Closed	History

CLDR - Cloudera Inc	Q3 2019	$8.85	Q4 2019	$11.63	+31.41%	Closed	History

BBW - Build-A-Bear Workshop, Inc.	Q2 2024	$25.27	Open	$32.91	+30.23%	Open	History

SLM - SLM Corp.	Q4 2008	$3.18	Q4 2010	$4.13	+29.78%	Closed	History

SFIX - Stitch Fix Inc	Q3 2022	$3.95	Q1 2023	$5.11	+29.37%	Closed	History

LNC - Lincoln National Corp.	Q1 2024	$31.93	Open	$41.26	+29.22%	Open	History

BHF - Brighthouse Financial, Inc.	Q2 2018	$40.07	Q4 2021	$51.71	+29.05%	Closed	History

SAN - Banco Santander, S.A.	Q2 2013	$6.47	Q4 2014	$8.33	+28.75%	Closed	History

AMALV - Arcelormittal SA Luxembourg	Q4 2007	$77.35	Q2 2008	$99.07	+28.08%	Closed	History

LAD - Lithia Motors, Inc.	Q1 2026	$249.72	Open	$319.25	+27.84%	Open	History

CART - Maplebear Inc.	Q1 2026	$37.46	Open	$47.71	+27.36%	Open	History

ANF - Abercrombie & Fitch Co.	Q2 2019	$16.04	Q4 2020	$20.36	+26.93%	Closed	History

ATHN - Athenahealth Inc	Q1 2017	$112.69	Q1 2018	$143.03	+26.92%	Closed	History

HNIB - Iac Interactivecorp	Q3 2013	$54.67	Q2 2014	$69.23	+26.63%	Closed	History

4ETA - Energy Transfer Prtnrs L P	Q2 2013	$50.57	Q3 2014	$64.02	+26.60%	Closed	History

STLA - Stellantis N.V.	Q1 2017	$10.93	Q2 2019	$13.82	+26.44%	Closed	History

TBCH - Turtle Beach Corp	Q3 2019	$11.67	Q2 2020	$14.70	+25.96%	Closed	History

UAL - United Airlines Holdings, Inc.	Q2 2022	$35.42	Q1 2023	$44.25	+24.93%	Closed	History

EB - Eventbrite Inc	Q2 2019	$16.20	Q4 2019	$20.17	+24.51%	Closed	History

RRD - Donnelley R R & Sons Co	Q2 2013	$14.02	Q2 2015	$17.45	+24.47%	Closed	History

WDC - Western Digital Corp.	Q1 2019	$36.33	Q3 2019	$45.00	+23.87%	Closed	History

ZD - Ziff Davis, Inc.	Q1 2026	$41.96	Open	$51.94	+23.78%	Open	History

SPG - Simon Property Group, Inc.	Q2 2022	$94.93	Q4 2022	$117.48	+23.75%	Closed	History

PINS - Pinterest, Inc.	Q1 2026	$18.34	Open	$22.61	+23.28%	Open	History

BLK - BlackRock, Inc.	Q2 2013	$257.33	Q4 2013	$316.67	+23.06%	Closed	History

NSAM - Northstar Asset Mgmt Group I	Q3 2014	$18.42	Q4 2014	$22.57	+22.53%	Closed	History

QCOM - QUALCOMM Inc.	Q3 2018	$72.03	Q4 2019	$88.23	+22.49%	Closed	History

IDTI - Integrated Device Technology	Q4 2010	$5.85	Q1 2012	$7.15	+22.22%	Closed	History

BCS - Barclays PLC	Q3 2022	$6.40	Q4 2022	$7.80	+21.87%	Closed	History

ETP - Energy Transfer Partners LP	Q3 2017	$18.29	Q3 2018	$22.26	+21.71%	Closed	History

MDC - M D C Hldgs Inc	Q1 2023	$38.87	Q2 2023	$46.77	+20.32%	Closed	History

AB - AllianceBernstein Holdings L.P.	Q1 2017	$22.84	Q4 2018	$27.32	+19.61%	Closed	History

GEO - Geo Group Inc New	Q2 2020	$11.83	Q1 2024	$14.12	+19.36%	Closed	History

CWH - Camping World Holdings, Inc.	Q3 2022	$25.31	Q2 2023	$30.10	+18.93%	Closed	History

CXW - Corecivic Inc	Q2 2020	$9.37	Q2 2022	$11.11	+18.57%	Closed	History

BKD - Brookdale Senior Living Inc.	Q4 2020	$4.40	Q4 2021	$5.20	+18.18%	Closed	History

TNA - Direxion Shs Etf Tr	Q1 2019	$61.10	Q4 2019	$72.00	+17.84%	Closed	History

AVID - Avid Technology Inc	Q2 2020	$7.27	Q3 2020	$8.56	+17.74%	Closed	History

AKS - Ak Stl Hldg Corp	Q4 2007	$46.24	Q1 2008	$54.42	+17.69%	Closed	History

EAT - Brinker International, Inc.	Q2 2013	$39.47	Q4 2013	$46.37	+17.48%	Closed	History

CVS - CVS Health Corp.	Q3 2020	$58.30	Q4 2020	$68.46	+17.43%	Closed	History

VTRS - Viatris Inc.	Q1 2021	$13.97	Open	$16.31	+16.75%	Open	History

CPTA - Capitala Fin Corp	Q1 2016	$12.00	Q2 2016	$14.00	+16.67%	Closed	History

GHVIU - Gores Holdings Vi Inc	Q1 2021	$14.63	Q2 2021	$17.02	+16.34%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q4 2017	$18.95	Q4 2024	$22.04	+16.31%	Closed	History

ABNB - Airbnb, Inc.	Q1 2026	$126.28	Open	$146.54	+16.04%	Open	History

LAZ - Lazard, Inc.	Q2 2020	$28.63	Q1 2023	$33.11	+15.65%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q1 2026	$650.34	Open	$751.83	+15.61%	Open	History

JPM - JPMorgan Chase & Co.	Q3 2018	$112.84	Q1 2023	$130.31	+15.48%	Closed	History

HOUS - Realogy Hldgs Corp	Q4 2012	$41.96	Q2 2013	$48.41	+15.37%	Closed	History

VR - Validus Holdings Ltd	Q4 2013	$40.30	Q4 2015	$46.32	+14.94%	Closed	History

NTES - NetEase, Inc.	Q4 2007	$3.79	Q2 2008	$4.36	+14.93%	Closed	History

SLRC - Solar Cap Ltd	Q3 2010	$19.26	Q1 2012	$22.07	+14.59%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.