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  Lincoln National (LNC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 570,690 5.29 Add 13.06% 0.61 $35.50 $20,259,495 SEC
2025   Q4 504,761 7.92 Reduce 3.06% 0.24 $44.53 $22,477,007 SEC
2025   Q3 520,676 7.72 Reduce 8.57% 0.72 $40.33 $20,998,863 SEC
2025   Q2 569,480 8.36 Add 9.67% 0.74 $34.60 $19,704,008 SEC
2025   Q1 519,255 8.50 Add 5.18% 0.42 $35.91 $18,646,447 SEC
2024   Q4 493,685 6.69 Add 28.83% 1.50 $31.71 $15,654,751 SEC
2024   Q3 383,215 6.82 Add 16.20% 0.95 $31.51 $12,075,105 SEC
2024   Q2 329,775 6.85 Add 65.72% 2.72 $31.10 $10,256,001 SEC
2024   Q1 198,990 4.38 Buy 4.38 $31.93 $6,353,751 SEC