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
RFP - Resolute Fst Prods Inc	Q2 2017	$4.40	Q3 2017	$5.04	+14.55%	Closed	History

LYB - LyondellBasell Industries N.V.	Q4 2022	$83.03	Q4 2023	$95.08	+14.51%	Closed	History

KBH - Kb Home	Q4 2007	$21.61	Q1 2008	$24.74	+14.48%	Closed	History

FOUR - Shift4 Payments, Inc.	Q1 2026	$43.73	Open	$50.01	+14.36%	Open	History

F - Ford Motor Co.	Q4 2012	$12.95	Q3 2014	$14.79	+14.21%	Closed	History

BAC - Bank of America Corp.	Q2 2009	$13.20	Q1 2010	$15.06	+14.09%	Closed	History

TXI - Texas Inds Inc	Q4 2011	$30.79	Q1 2012	$35.02	+13.74%	Closed	History

AAL - American Airlines Group Inc.	Q4 2013	$25.25	Q4 2019	$28.68	+13.58%	Closed	History

XLG - Invesco S&P 500 Top 50 ETF	Q4 2010	$2.17	Q2 2011	$2.46	+13.57%	Closed	History

MBI - MBIA Inc.	Q2 2017	$9.43	Q3 2018	$10.70	+13.47%	Closed	History

SOFIW - Social Capital Hedosopha Hld	Q1 2021	$5.47	Q3 2021	$6.20	+13.35%	Closed	History

MGP - Mgm Growth Pptys LLC	Q2 2016	$26.68	Q3 2017	$30.21	+13.23%	Closed	History

LUMN - Lumen Technologies, Inc.	Q2 2014	$36.21	Q3 2014	$40.89	+12.92%	Closed	History

MYGN - Myriad Genetics Inc	Q2 2011	$20.15	Q3 2011	$22.71	+12.70%	Closed	History

HRB - H&R Block, Inc.	Q3 2023	$43.06	Q4 2023	$48.37	+12.33%	Closed	History

CSCO - Cisco Systems, Inc.	Q1 2014	$22.42	Q3 2014	$25.17	+12.27%	Closed	History

STWD - Starwood Property Trust, Inc.	Q2 2013	$19.96	Q1 2019	$22.35	+11.99%	Closed	History

PCLN - Priceline Grp Inc	Q4 2014	$1,140.21	Q4 2015	$1,274.96	+11.82%	Closed	History

CYS - Cys Invts Inc	Q1 2018	$6.72	Q2 2018	$7.50	+11.61%	Closed	History

CLF - Cleveland-Cliffs Inc.	Q2 2017	$6.91	Q4 2018	$7.69	+11.29%	Closed	History

PPLT - Aberdeen Std Platinum Etf Tr	Q4 2018	$7.52	Q3 2019	$8.35	+11.04%	Closed	History

MEUSW - Vg Acquisition Corp	Q1 2021	$1.67	Q3 2021	$1.85	+10.78%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2021	$428.81	Q4 2021	$474.92	+10.75%	Closed	History

BCBEUR - Cott Corp Que	Q1 2017	$12.36	Q4 2019	$13.68	+10.68%	Closed	History

EBAY - eBay Inc.	Q4 2013	$23.09	Q2 2015	$25.35	+9.79%	Closed	History

ABNB - Airbnb, Inc.	Q1 2023	$124.40	Q4 2023	$136.14	+9.44%	Closed	History

REZI - Resideo Technologies, Inc.	Q1 2026	$33.71	Open	$36.86	+9.34%	Open	History

PDLI - Pdl Biopharma Inc	Q2 2013	$7.72	Q4 2013	$8.44	+9.33%	Closed	History

EBAY - eBay Inc.	Q2 2020	$52.40	Q1 2022	$57.27	+9.29%	Closed	History

6CL - Colony Northstar Inc	Q1 2017	$12.91	Q2 2017	$14.09	+9.14%	Closed	History

GBDC - Golub Capital BDC, Inc.	Q2 2013	$17.17	Q4 2013	$18.73	+9.07%	Closed	History

GM - General Motors Co.	Q4 2012	$28.83	Q1 2016	$31.43	+9.02%	Closed	History

FISV - Fiserv, Inc.	Q4 2021	$103.79	Q1 2023	$113.03	+8.90%	Closed	History

TBT - Proshares Tr	Q1 2017	$33.06	Q2 2018	$35.95	+8.74%	Closed	History

WFRG - Memc Electr Matls Inc	Q4 2010	$11.92	Q2 2011	$12.96	+8.72%	Closed	History

27T - Thl Cr Inc	Q2 2013	$15.20	Q4 2013	$16.50	+8.55%	Closed	History

MELI - MercadoLibre, Inc.	Q1 2026	$1,729.02	Open	$1,873.88	+8.38%	Open	History

HCI - HCI Group, Inc.	Q3 2014	$36.00	Q3 2015	$38.79	+7.75%	Closed	History

TNL - Travel + Leisure Co.	Q4 2022	$36.40	Q1 2023	$39.20	+7.69%	Closed	History

MBC - MasterBrand, Inc.	Q1 2026	$8.31	Open	$8.92	+7.34%	Open	History

CYS - Cys Invts Inc	Q3 2013	$8.13	Q3 2016	$8.72	+7.26%	Closed	History

OVV - Ovintiv Inc.	Q4 2021	$33.70	Q1 2023	$36.08	+7.06%	Closed	History

FL - Foot Locker Inc	Q2 2017	$49.28	Q2 2018	$52.65	+6.84%	Closed	History

EXE - Expand Energy Corp.	Q2 2022	$81.10	Q3 2023	$86.23	+6.33%	Closed	History

BAC.WS.A - Bank Amer Corp	Q2 2017	$12.05	Q4 2018	$12.80	+6.22%	Closed	History

BSX - Boston Scientific Corp.	Q4 2011	$5.34	Q2 2012	$5.67	+6.18%	Closed	History

2777284Z - Dr Pepper Snapple Group Inc	Q2 2013	$45.94	Q4 2013	$48.75	+6.12%	Closed	History

RT - Ruby Tuesday Inc	Q2 2017	$2.02	Q3 2017	$2.14	+5.94%	Closed	History

CTO - CTO Realty Growth, Inc.	Q4 2021	$20.47	Open	$21.61	+5.55%	Open	History

NLY - Annaly Capital Management, Inc.	Q4 2011	$63.84	Q3 2012	$67.36	+5.51%	Closed	History

GOOG - Alphabet Inc.	Q2 2017	$45.42	Q3 2017	$47.92	+5.49%	Closed	History

EARN - Ellington Residential Mtg Re	Q3 2013	$15.37	Q3 2014	$16.20	+5.40%	Closed	History

PBI - Pitney Bowes Inc.	Q1 2019	$6.87	Q4 2024	$7.24	+5.39%	Closed	History

JCAP - Jernigan Cap Inc	Q1 2018	$18.10	Q2 2018	$19.06	+5.30%	Closed	History

RWT - Redwood Tr Inc	Q2 2013	$17.00	Q1 2015	$17.89	+5.24%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q1 2024	$54.23	Open	$56.95	+5.02%	Open	History

ARI - Apollo Coml Real Est Fin Inc	Q2 2013	$15.91	Q1 2014	$16.67	+4.78%	Closed	History

DIN - Dine Brands Global, Inc.	Q1 2014	$78.08	Q3 2014	$81.64	+4.56%	Closed	History

IVR - Invesco Mortgage Capital Inc	Q4 2011	$140.50	Q4 2013	$146.80	+4.48%	Closed	History

TROW - T. Rowe Price Group, Inc.	Q3 2022	$105.03	Q4 2022	$109.06	+3.84%	Closed	History

ANIP - ANI Pharmaceuticals, Inc.	Q4 2017	$64.40	Q2 2018	$66.80	+3.73%	Closed	History

ILE - Ilg Inc	Q2 2017	$27.48	Q4 2017	$28.48	+3.64%	Closed	History

STON - Stonemor Partners L P	Q3 2014	$25.80	Q4 2015	$26.73	+3.60%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q2 2017	$241.80	Q4 2018	$249.92	+3.36%	Closed	History

MU - Micron Technology, Inc.	Q1 2018	$52.14	Q4 2019	$53.78	+3.15%	Closed	History

RNDY - Roundys Inc	Q2 2013	$8.34	Q3 2013	$8.60	+3.12%	Closed	History

APO - Apollo Global Management, Inc.	Q1 2022	$61.99	Q4 2022	$63.79	+2.90%	Closed	History

BANX - Stonecastle Finl Corp	Q4 2013	$24.58	Q3 2014	$25.17	+2.40%	Closed	History

EXPE - Expedia Group, Inc.	Q2 2022	$94.83	Q1 2023	$97.03	+2.32%	Closed	History

INTC - Intel Corp.	Q3 2011	$22.16	Q3 2012	$22.66	+2.26%	Closed	History

PNNT - Pennantpark Invt Corp	Q2 2013	$11.06	Q3 2013	$11.28	+1.99%	Closed	History

HOUS - Realogy Hldgs Corp	Q2 2017	$32.47	Q3 2017	$32.94	+1.45%	Closed	History

BKCC - Blackrock Kelso Capital Corp	Q2 2013	$9.36	Q3 2013	$9.49	+1.39%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q2 2022	$377.27	Q4 2022	$382.45	+1.37%	Closed	History

SNR - New Sr Invt Group Inc	Q4 2014	$16.46	Q1 2015	$16.65	+1.15%	Closed	History

HHC - Howard Hughes Corp	Q2 2017	$122.80	Q3 2018	$124.20	+1.14%	Closed	History

HCRSQ - Hi-Crush Partners LP	Q4 2017	$10.70	Q3 2018	$10.80	+0.93%	Closed	History

0KAO - Och Ziff Cptl Mangemnt Grp I	Q2 2019	$22.96	Q2 2019	$22.96	+0.00%	Closed	History

35OA - Och Ziff Cap Mgmt Group	Q4 2007	$26.28	Q4 2007	$26.28	+0.00%	Closed	History

3O9 - Opentable Inc	Q2 2009	$30.18	Q2 2009	$30.18	+0.00%	Closed	History

4MG - Match Group Inc	Q4 2015	$13.55	Q4 2015	$13.55	+0.00%	Closed	History

5E4 - Greenidge Generation Hldgs I	Q2 2022	$2.50	Q2 2022	$2.50	+0.00%	Closed	History

5E4 - Greenidge Generation Hldgs I	Q1 2023	$0.45	Q1 2023	$0.45	+0.00%	Closed	History

6683 - General Electric Co	Q4 2008	$16.20	Q4 2008	$16.20	+0.00%	Closed	History

AB - AllianceBernstein Holdings L.P.	Q2 2013	$20.94	Q2 2013	$20.94	+0.00%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q3 2017	$14.30	Q3 2017	$14.30	+0.00%	Closed	History

AIG - American International Group, Inc.	Q3 2012	$32.79	Q3 2012	$32.79	+0.00%	Closed	History

AMPS.WS - Altus Power Inc	Q3 2022	$3.00	Q3 2022	$3.00	+0.00%	Closed	History

AMTD - Td Ameritrade Hldg Corp	Q4 2007	$120.36	Q4 2007	$120.36	+0.00%	Closed	History

APKT - Acme Packet Inc	Q1 2012	$27.52	Q1 2012	$27.52	+0.00%	Closed	History

ATKR - Atkore Inc.	Q4 2024	$83.45	Q4 2024	$83.45	+0.00%	Closed	History

BAC.WS.A - Bank Of America Corporation	Q4 2010	$6.48	Q4 2010	$6.48	+0.00%	Closed	History

BCOR - Blucora Inc	Q2 2017	$21.20	Q2 2017	$21.20	+0.00%	Closed	History

BIIB - Biogen Inc.	Q2 2021	$346.27	Q2 2021	$346.27	+0.00%	Closed	History

BKKT.WS - Bakkt Holdings Inc	Q4 2021	$2.47	Q4 2021	$2.47	+0.00%	Closed	History

BSX - Boston Scientific Corp.	Q1 2011	$7.57	Q1 2011	$7.57	+0.00%	Closed	History

C - Citigroup Inc.	Q4 2008	$67.10	Q4 2008	$67.10	+0.00%	Closed	History

CDEV - Centennial Resource Dev Inc	Q4 2019	$4.62	Q4 2019	$4.62	+0.00%	Closed	History

CLF - Cleveland-Cliffs Inc.	Q1 2024	$22.74	Q1 2024	$22.74	+0.00%	Closed	History

CLMT - Calumet Specialty Prods Ptnr	Q1 2016	$11.75	Q1 2016	$11.75	+0.00%	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.