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  Pennymac Mtg Invt Tr (PMT)
← All PMT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 0.16 $14.50–16.93 · VW $15.76i SEC
2016   Q2 140,000 0.16 $16.23 $2,272,000 SEC
2016   Q1 140,000 0.10 $13.64 $1,910,000 SEC
2015   Q4 140,000 0.09 $15.26 $2,137,000 SEC
2015   Q3 140,000 0.06 $15.47 $2,166,000 SEC
2015   Q2 140,000 0.10 $17.44 $2,441,000 SEC
2015   Q1 140,000 0.12 Add 54.70% 0.04 $20.39–23.08 · VW $21.64i $2,981,000 SEC
2014   Q4 90,500 0.08 $21.09 $1,909,000 SEC
2014   Q3 90,500 0.09 Add 17.99% 0.01 $21.00–22.43 · VW $21.73i $1,940,000 SEC
2014   Q2 76,700 0.07 Add 119.14% 0.04 $18.91–24.31 · VW $22.01i $1,683,000 SEC
2014   Q1 35,000 0.04 Buy 0.04 $22.83–24.48 · VW $23.77i $837,000 SEC
2010   Q3 0 0.00 Sell 100.00% 0.31 $15.56–18.40 · VW $17.13i SEC
2010   Q1 291,248 0.31 Reduce 52.43% 0.39 $15.81–17.47 · VW $16.57i $5,004,000 SEC
2009   Q3 612,300 0.74 Buy 0.74 $18.70–20.00 · VW $19.55i
IPO/listing quarter
$12,191,000 SEC