Bill Miller - Miller Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    55
Portfolio value:    $383,178,520
Holdings Activity Buys Sells    History
Holding/activity history for  Bread Financial Holdings, Inc. (BFH)
← All BFH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 193,697 3.79 Reduce 3.83% 0.20 $67.78–82.03 · VW $73.90i $14,505,968 SEC
2025   Q4 201,415 5.25 Reduce 25.40% 1.40 $53.83–78.98 · VW $66.30i $14,910,752 SEC
2025   Q3 270,010 5.53 Reduce 17.53% 1.39 $55.29–68.01 · VW $61.41i $15,058,458 SEC
2025   Q2 327,385 7.94 Add 5.67% 0.43 $38.21–57.81 · VW $49.55i $18,700,231 SEC
2025   Q1 309,825 7.07 Add 1.90% 0.13 $44.61–65.90 · VW $54.91i $15,516,036 SEC
2024   Q4 304,050 7.93 Add 17.61% 1.19 $45.46–66.71 · VW $56.26i $18,565,291 SEC
2024   Q3 258,530 6.94 Add 1.47% 0.10 $42.75–59.66 · VW $51.90i $12,300,857 SEC
2024   Q2 254,785 7.59 Add 0.01% <0.01 $32.10–45.46 · VW $39.54i $11,353,219 SEC
2024   Q1 254,770 6.54 Reduce 17.25% 1.07 $28.00–40.86 · VW $36.07i $9,487,635 SEC
2023   Q4 307,865 6.21 Add 40.40% 1.79 $26.08–35.17 · VW $29.90i $10,141,073 SEC
2023   Q3 219,275 4.81 Add 752.38% 4.25 $30.43–41.89 · VW $37.53i $7,499,205 SEC
2023   Q2 25,725 0.54 Buy 0.54 $23.19–32.92 · VW $29.22i $807,508 SEC
Price snapshot:
Current price$97.18
Avg. buy price$39.13
+/- since buy148.33%
52-week low$53.34
52-week high$109.91