Diversified Portfolio with Strong Performance in Key Sectors
Bill Miller's portfolio features a balanced mix of sectors, with notable investments in Communication Services, Financial Services, Consumer Cyclical, and Technology. The portfolio shows significant concentration in key companies like NABORS INDUSTRIES LTD (NBR) and Lincoln National Corp Ind (LNC), while also benefiting from strong performance in Conduent Inc (CNDT).
Bill Miller's Investment Portfolio Analysis
As of September 30, 2025, Bill Miller's portfolio demonstrates a strategic allocation across various sectors, with notable investments and performance highlights.
- Total Portfolio Value: $272,156,925.00
- Top Holdings by Value:
- NABORS INDUSTRIES LTD (NBR): $27,509,393.00 (10.11%)
Change: +$48,995 shares or 7.85% - Lincoln National Corp Ind (LNC): $20,998,863.00 (7.72%)
Change: -$48,804 shares or -8.57% - Gray Media Inc (GTN): $20,566,483.00 (7.56%)
Change: -$89,590 shares or -2.46% - Communication Services: 14 Holdings including GTN (7.56%) and CNDT (4.15%).
- Financial Services: 2 Holdings with LNC (7.72%) and BFH (5.53%).
- Consumer Cyclical: AXL at 3.79%.
- Technology: CNDT at 46.3% increase.
- Gray Media Inc (GTN): Decrease of $89,590 shares or -2.46%
- Lincoln National Corp Ind (LNC): Decrease of $48,804 shares or -8.57%
- American Axle & Mfg Hldgs Inc (AXL): Increase of 277,175 shares or +19.25%
Sector Allocations:
Notable Changes:
Investment Strategy:
The portfolio exhibits a balanced approach with significant allocations in key sectors like Communication Services and Financial Services. Notable investments include NABORS INDUSTRIES LTD (NBR) and Lincoln National Corp Ind (LNC), which contribute to the overall diversification.