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  Quad/Graphics, Inc. (QUAD)
← All QUAD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,651,039 4.57 Reduce 3.17% 0.19 $5.77–7.54 · VW $6.59i $17,523,368 SEC
2025   Q4 2,737,890 6.05 Add 4.36% 0.25 $5.12–6.73 · VW $5.83i $17,166,570 SEC
2025   Q3 2,623,475 6.03 Reduce 3.21% 0.21 $5.01–7.08 · VW $6.10i $16,422,953 SEC
2025   Q2 2,710,380 6.50 Add 5.29% 0.33 $4.50–6.12 · VW $5.37i $15,313,647 SEC
2025   Q1 2,574,225 6.39 Add 2.23% 0.14 $5.29–8.04 · VW $6.42i $14,029,526 SEC
2024   Q4 2,518,130 7.50 Add 33.67% 1.89 $4.47–9.13 · VW $6.97i $17,551,366 SEC
2024   Q3 1,883,815 4.83 Add 30.19% 1.12 $4.06–6.56 · VW $4.84i $8,552,520 SEC
2024   Q2 1,447,015 5.27 Add 1.17% 0.06 $4.41–5.59 · VW $4.93i $7,886,230 SEC
2024   Q1 1,430,300 5.24 Reduce 10.65% 0.57 $4.77–6.75 · VW $5.61i $7,594,893 SEC
2023   Q4 1,600,750 5.31 Reduce 0.20% 0.01 $3.96–5.89 · VW $4.87i $8,676,065 SEC
2023   Q3 1,603,975 5.18 $5.03 $8,067,994 SEC
2023   Q2 1,603,975 4.06 Add 6.02% 0.23 $2.68–4.45 · VW $3.55i $6,030,946 SEC
2023   Q1 1,512,850 0.41 Add 4.33% 0.02 $3.73–5.39 · VW $4.50i $6,490,126 SEC
2022   Q4 1,450,000 0.38 Add 8.33% 0.03 $2.12–4.35 · VW $3.24i $5,916,000 SEC
2022   Q3 1,338,450 0.21 Add 22.95% 0.04 $2.55–4.04 · VW $3.17i $3,426,000 SEC
2022   Q2 1,088,650 0.15 Add 12.82% 0.02 $2.62–7.55 · VW $4.44i $2,994,000 SEC
2022   Q1 964,925 0.21 Reduce 4.83% <0.01 $3.90–7.34 · VW $5.72i $6,697,000 SEC
2021   Q4 1,013,875 0.11 Add 67.02% 0.04 $3.36–4.90 · VW $4.05i $4,055,000 SEC
2021   Q3 607,050 0.06 Add 27.05% 0.01 $3.32–5.11 · VW $4.07i $2,580,000 SEC
2021   Q2 477,800 0.05 $4.15 $1,983,000 SEC
2021   Q1 477,800 0.04 $3.53 $1,687,000 SEC
2020   Q4 477,800 0.06 Reduce 57.91% 0.07 $2.11–4.89 · VW $3.44i $1,825,000 SEC
2020   Q3 1,135,300 0.12 $3.03 $3,440,000 SEC
2020   Q2 1,135,300 0.16 Reduce 35.01% 0.10 $2.00–4.90 · VW $3.31i $3,690,000 SEC
2020   Q1 1,746,763 0.28 Add 28.59% 0.06 $2.40–6.97 · VW $4.35i $4,402,000 SEC
2019   Q4 1,358,375 0.23 Add 115.62% 0.12 $3.63–11.31 · VW $5.12i $6,344,000 SEC
2019   Q3 630,000 0.27 Add 7.69% 0.02 $7.31–12.12 · VW $10.00i $6,621,000 SEC
2019   Q2 585,000 0.18 Add 125.00% 0.10 $7.22–12.88 · VW $9.77i $4,627,000 SEC
2019   Q1 260,000 0.12 Buy 0.12 $10.91–16.88 · VW $13.51i $3,094,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.02 $12.00–18.72 · VW $14.87i SEC
2015   Q2 29,100 0.02 $18.52 $539,000 SEC
2015   Q1 29,100 0.03 $22.99 $669,000 SEC
2014   Q4 29,100 0.03 $22.99 $669,000 SEC
2014   Q3 29,100 0.03 $19.28 $561,000 SEC
2014   Q2 29,100 0.03 Add 16.40% <0.01 $18.90–23.88 · VW $21.53i $651,000 SEC
2014   Q1 25,000 0.03 $23.48 $587,000 SEC
2013   Q4 25,000 0.03 $27.24 $681,000 SEC
2013   Q3 25,000 0.05 $30.36 $759,000 SEC
2013   Q2 25,000 0.04 Buy 0.04 $19.60–25.00 · VW $22.69i $603,000 SEC
Price snapshot:
Current price$8.38
Avg. buy price$5.10
+/- since buy64.31%
52-week low$4.75
52-week high$8.72