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
RRD - Donnelley R R & Sons Co	Q2 2018	$5.76	Q3 2018	$5.40	-6.25%	Closed	History

VZ - Verizon Communications Inc.	Q1 2025	$45.36	Open	$42.47	-6.37%	Open	History

ESNT - Essent Group Ltd	Q4 2013	$24.06	Q1 2014	$22.46	-6.65%	Closed	History

MCD - McDonald's Corp.	Q2 2014	$100.83	Q4 2014	$93.76	-7.01%	Closed	History

LWI - Leap Wireless Intl Inc	Q4 2007	$46.64	Q2 2008	$43.17	-7.44%	Closed	History

TTEN - Totalenergies Se	Q3 2024	$64.62	Q3 2025	$59.69	-7.63%	Closed	History

WFC - Wells Fargo & Co.	Q3 2018	$52.59	Q1 2019	$48.37	-8.02%	Closed	History

BLDR - Builders FirstSource, Inc.	Q1 2026	$82.33	Open	$75.16	-8.71%	Open	History

VTLE - Laredo Petroleum Inc	Q2 2022	$68.93	Q3 2022	$62.80	-8.89%	Closed	History

OLED - Universal Display Corp.	Q2 2012	$35.94	Q3 2014	$32.64	-9.18%	Closed	History

OAK - Oaktree Cap Group LLC	Q2 2013	$52.62	Q4 2015	$47.76	-9.24%	Closed	History

CG - The Carlyle Group Inc.	Q4 2024	$50.49	Open	$45.48	-9.92%	Open	History

BBDC - Barings BDC, Inc.	Q3 2018	$10.01	Q4 2018	$9.01	-9.99%	Closed	History

APAM - Artisan Partners Asset Management Inc.	Q2 2022	$35.56	Q1 2023	$31.98	-10.07%	Closed	History

WMC - Western Asset Mtg Cap Corp	Q2 2013	$17.50	Q1 2014	$15.69	-10.34%	Closed	History

CODI - Compass Diversified Holdings	Q2 2013	$17.53	Q1 2019	$15.69	-10.50%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q3 2014	$88.88	Q2 2016	$79.53	-10.52%	Closed	History

HTGC - Hercules Capital, Inc.	Q2 2014	$16.16	Q3 2014	$14.46	-10.52%	Closed	History

UPBD - Upbound Group, Inc.	Q3 2025	$23.63	Open	$21.08	-10.79%	Open	History

NRF - Northstar Rlty Fin Corp	Q4 2015	$17.04	Q4 2016	$15.15	-11.09%	Closed	History

6684 - Hewlett Packard Co	Q2 2011	$40.97	Q3 2011	$36.40	-11.15%	Closed	History

JD - JD.com, Inc.	Q1 2015	$29.38	Q3 2016	$26.09	-11.20%	Closed	History

FRFHF - Fairfax Financial Holdings Ltd.	Q4 2007	$286.13	Q2 2008	$253.90	-11.26%	Closed	History

DM - Desktop Metal Inc	Q3 2022	$2.60	Q1 2023	$2.30	-11.54%	Closed	History

ALXN - Alexion Pharmaceuticals Inc	Q4 2016	$122.35	Q4 2019	$108.15	-11.61%	Closed	History

CALM - Cal-Maine Foods, Inc.	Q3 2025	$94.10	Open	$83.14	-11.65%	Open	History

FIGR - Figure Technology Solutions, Inc.	Q1 2026	$33.95	Open	$29.96	-11.75%	Open	History

42S - Pandora Media Inc	Q4 2012	$9.18	Q4 2018	$8.08	-11.98%	Closed	History

2H2A - Two Hbrs Invt Corp	Q3 2018	$14.93	Q3 2019	$13.13	-12.06%	Closed	History

FTAI - FTAI Aviation Ltd.	Q2 2015	$15.48	Q2 2017	$13.61	-12.08%	Closed	History

MFA - Mfa Finl Inc	Q2 2021	$18.36	Q1 2022	$16.12	-12.20%	Closed	History

HFC - Hollyfrontier Corp	Q2 2013	$42.81	Q4 2014	$37.53	-12.33%	Closed	History

MCCUSD - Medley Cap Corp	Q2 2013	$13.59	Q3 2014	$11.83	-12.95%	Closed	History

UBER - Uber Technologies, Inc.	Q3 2020	$36.48	Q1 2023	$31.70	-13.10%	Closed	History

TWTR - Twitter Inc	Q1 2015	$50.08	Q4 2021	$43.22	-13.70%	Closed	History

PMT - Pennymac Mtg Invt Tr	Q3 2009	$19.91	Q1 2010	$17.18	-13.71%	Closed	History

KKR - KKR & Co. Inc.	Q3 2018	$27.27	Q1 2019	$23.50	-13.82%	Closed	History

NCMI - National CineMedia, Inc.	Q2 2013	$169.20	Q3 2014	$145.30	-14.13%	Closed	History

HLSSF - Home Ln Servicing Solutions	Q2 2014	$22.74	Q4 2014	$19.52	-14.16%	Closed	History

SXCP - Suncoke Energy Partners L P	Q1 2018	$17.80	Q3 2018	$15.24	-14.38%	Closed	History

MIC - Macquarie Infrastructure Cor	Q3 2018	$46.13	Q3 2019	$39.47	-14.44%	Closed	History

PTLO - Portillo's Inc.	Q1 2026	$5.29	Open	$4.52	-14.56%	Open	History

MAT - Mattel, Inc.	Q4 2021	$21.56	Q1 2023	$18.41	-14.61%	Closed	History

QUOT - Quotient Technology Inc	Q4 2015	$6.82	Q3 2021	$5.82	-14.66%	Closed	History

AAIC - Arlington Asset Invt Corp	Q2 2016	$13.01	Q1 2018	$11.04	-15.14%	Closed	History

6684 - Hewlett Packard Co	Q2 2012	$20.11	Q3 2012	$17.06	-15.17%	Closed	History

NLY - Annaly Capital Management, Inc.	Q2 2013	$50.44	Q3 2014	$42.76	-15.23%	Closed	History

RICK - Rci Hospitality Hldgs Inc	Q1 2023	$78.17	Q4 2023	$66.26	-15.24%	Closed	History

MSGN - Msg Network Inc	Q4 2019	$17.40	Q4 2020	$14.74	-15.29%	Closed	History

MCGC - Mcg Capital Corp	Q2 2013	$5.23	Q4 2013	$4.40	-15.87%	Closed	History

STLA - Stellantis N.V.	Q4 2014	$7.62	Q3 2016	$6.40	-15.99%	Closed	History

DEA - Easterly Govt Pptys Inc	Q1 2025	$26.50	Q2 2025	$22.20	-16.23%	Closed	History

ADT - ADT Inc.	Q2 2018	$8.65	Q1 2023	$7.23	-16.42%	Closed	History

IDMCQ - Indymac Bancorp Inc	Q4 2007	$5.95	Q1 2008	$4.96	-16.64%	Closed	History

LYB - LyondellBasell Industries N.V.	Q1 2025	$70.40	Open	$58.55	-16.83%	Open	History

WLH - Lyon William Homes	Q2 2017	$24.12	Q4 2019	$19.98	-17.16%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q2 2011	$50.17	Q3 2012	$41.42	-17.44%	Closed	History

GM - General Motors Co.	Q1 2011	$36.86	Q3 2011	$30.36	-17.63%	Closed	History

CMO - Capstead Mtg Corp	Q2 2013	$12.11	Q1 2016	$9.90	-18.25%	Closed	History

QIWI - Qiwi Plc	Q1 2014	$34.65	Q2 2015	$28.05	-19.05%	Closed	History

ALSK - Alaska Communications Sys Gr	Q2 2017	$2.20	Q4 2019	$1.77	-19.55%	Closed	History

JPM.WS - Jpmorgan Chase & Co	Q2 2011	$16.78	Q3 2011	$13.47	-19.73%	Closed	History

PFM - Invesco Dividend Achievers ETF	Q2 2013	$21.27	Q1 2017	$17.05	-19.84%	Closed	History

ACF - Americredit Corp	Q4 2007	$12.79	Q3 2008	$10.13	-20.80%	Closed	History

LUMN - Lumen Technologies, Inc.	Q4 2017	$16.68	Q4 2019	$13.21	-20.80%	Closed	History

TMHC - Taylor Morrison Home Corp.	Q2 2013	$24.38	Q4 2016	$19.26	-21.00%	Closed	History

EMC - E M C Corp Mass	Q4 2007	$18.53	Q1 2008	$14.34	-22.61%	Closed	History

IAC - Iac Interactivecorp	Q4 2007	$26.92	Q1 2008	$20.76	-22.88%	Closed	History

CLF - Cleveland-Cliffs Inc.	Q4 2021	$21.76	Q2 2023	$16.76	-22.98%	Closed	History

NAIL - Direxion Shs Etf Tr	Q2 2018	$55.50	Q3 2018	$42.73	-23.01%	Closed	History

AAIC - Arlington Asset Invt Corp	Q4 2018	$7.24	Q4 2019	$5.57	-23.07%	Closed	History

QUAD - Quad/Graphics, Inc.	Q2 2013	$24.12	Q2 2015	$18.52	-23.22%	Closed	History

35OA - Och Ziff Cap Mgmt Group	Q2 2018	$1.93	Q3 2018	$1.48	-23.32%	Closed	History

TUPBQ - Tupperware Brands Corp	Q2 2018	$41.24	Q4 2018	$31.57	-23.45%	Closed	History

2323070Q - General Mtrs Corp	Q4 2007	$24.89	Q1 2008	$19.05	-23.46%	Closed	History

ASIA - Asiainfo-Linkage Inc	Q2 2011	$21.65	Q3 2011	$16.56	-23.51%	Closed	History

XRX - Xerox Holdings Corp.	Q3 2011	$27.43	Q4 2011	$20.97	-23.54%	Closed	History

JE - Just Energy Group Inc	Q3 2018	$3.10	Q3 2019	$2.37	-23.55%	Closed	History

SND - Smart SAnd Inc	Q2 2017	$8.90	Q3 2017	$6.80	-23.60%	Closed	History

NWL - Newell Brands Inc.	Q3 2018	$20.30	Q2 2019	$15.39	-24.19%	Closed	History

TPH - Tri Pointe Homes, Inc.	Q2 2015	$15.30	Q4 2016	$11.48	-24.97%	Closed	History

CRGY - Crescent Energy Co.	Q1 2026	$13.50	Open	$10.01	-25.85%	Open	History

UPBD - Upbound Group, Inc.	Q2 2017	$11.72	Q1 2018	$8.63	-26.37%	Closed	History

CSN - Credit Suisse Group	Q1 2017	$14.84	Q4 2018	$10.90	-26.55%	Closed	History

BIDU - Baidu, Inc.	Q2 2021	$204.00	Q4 2021	$148.67	-27.12%	Closed	History

GTYH - Gty Technology Holdings Inc	Q1 2019	$8.80	Q1 2021	$6.39	-27.39%	Closed	History

CELG - Celgene Corp	Q2 2017	$130.00	Q1 2019	$94.34	-27.43%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q2 2017	$140.89	Q1 2023	$102.18	-27.48%	Closed	History

DM - Desktop Metal Inc	Q4 2020	$15.89	Q2 2021	$11.50	-27.63%	Closed	History

BAC.WS.A - Bank Of America Corporation	Q2 2011	$7.67	Q3 2011	$5.54	-27.77%	Closed	History

APO - Apollo Global Management, Inc.	Q3 2011	$17.20	Q4 2011	$12.41	-27.85%	Closed	History

MM - Millennial Media Inc	Q1 2014	$6.92	Q2 2014	$4.99	-27.89%	Closed	History

HLF - Herbalife Ltd.	Q3 2021	$42.38	Q1 2022	$30.36	-28.36%	Closed	History

BIDU - Baidu, Inc.	Q1 2019	$164.85	Q2 2019	$117.43	-28.77%	Closed	History

DXC - DXC Technology Co.	Q4 2019	$37.58	Q4 2022	$26.50	-29.48%	Closed	History

QUAD - Quad/Graphics, Inc.	Q1 2019	$11.90	Open	$8.36	-29.75%	Open	History

RKT - Rocket Companies, Inc.	Q3 2020	$19.93	Q4 2021	$14.00	-29.75%	Closed	History

JAVA - JPMorgan Active Value ETF	Q2 2008	$10.88	Q3 2008	$7.60	-30.15%	Closed	History

AGN - Allergan Plc	Q4 2016	$210.01	Q1 2019	$146.41	-30.28%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q2 2017	$8.32	Q4 2017	$5.77	-30.61%	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.