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  SPDR S&P 500 ETF Trust (SPY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 30,044 5.10 Buy 5.10 $650.34 $19,538,815 SEC
2023   Q1 0 0.00 Sell 100.00% 0.50 SEC
2022   Q4 20,062 0.50 Add 2.99% 0.01 $382.45 $7,672,693 SEC
2022   Q3 19,480 0.42 Reduce 11.19% 0.05 $357.19 $6,958,000 SEC
2022   Q2 21,934 0.42 Buy 0.42 $377.27 $8,275,000 SEC
2022   Q1 0 0.00 Sell 100.00% 0.06 SEC
2021   Q4 4,685 0.06 Add 294.69% 0.04 $474.92 $2,225,000 SEC
2021   Q3 1,187 0.01 Buy 0.01 $428.81 $509,000 SEC
2019   Q1 0 0.00 Sell 100.00% 0.24 SEC
2018   Q4 21,215 0.24 Reduce 83.12% 1.00 $249.92 $5,302,000 SEC
2018   Q3 125,681 1.20 Add 20.87% 0.21 $290.72 $36,538,000 SEC
2018   Q2 103,977 1.14 Add 19.23% 0.18 $271.28 $28,207,000 SEC
2018   Q1 87,210 1.03 Add 73.41% 0.44 $263.15 $22,949,000 SEC
2017   Q4 50,290 0.63 Reduce 0.96% <0.01 $266.85 $13,420,000 SEC
2017   Q3 50,775 0.60 Reduce 0.33% <0.01 $251.23 $12,756,000 SEC
2017   Q2 50,942 0.55 Buy 0.55 $241.80 $12,318,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.60 SEC
2015   Q4 72,750 0.60 Buy 0.60 $203.88 $14,832,000 SEC