Bill Miller - Miller Value Partners Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.38B
+9,999%+
Winning Positions
+64.37%
159 wins / 247 positions
Average Gain (Winners)
$8.70M
+9,999%+ avg per position
Active Positions
53
60 losing positions
Portfolio Value Over Time
Total Positions Tracked
247
All holdings over time
Win/Loss Ratio
2.65
159 gains / 60 losses
Active vs. Exited
53 / 194
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Jun 2013 | EXITED | $30.37K | $71.78M | $71.75M | +9,999%+ |
| TMHC | Taylor Morrison Home Corporatio | Consumer Cyclical | Jun 2013 | EXITED | $6.97K | $64.01M | $64.01M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Jun 2017 | EXITED | $558.00 | $62.11M | $62.11M | +9,999%+ |
| ET | Energy Transfer LP | Energy | Dec 2018 | EXITED | $3.52K | $61.74M | $61.74M | +9,999%+ |
| META | Meta Platforms, Inc. | Communication Services | Jun 2017 | EXITED | $25.98K | $61.19M | $61.16M | +9,999%+ |
| MAT | Mattel, Inc. | Consumer Cyclical | Dec 2021 | EXITED | $86.61K | $60.22M | $60.14M | +9,999%+ |
| DAL | Delta Air Lines, Inc. | Industrials | Jun 2013 | EXITED | $53.19K | $58.03M | $57.97M | +9,999%+ |
| BABA | Alibaba Group Holding Limited | Consumer Cyclical | Sep 2014 | EXITED | $2.22K | $53.83M | $53.83M | +9,999%+ |
| C | Citigroup, Inc. | Financial Services | Jun 2013 | EXITED | $40.65K | $51.55M | $51.51M | +9,999%+ |
| OVV | Ovintiv Inc. (DE) | Energy | Dec 2021 | EXITED | $73.90K | $47.86M | $47.79M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.