Bill Miller / Portfolio / 2024-Q1

    Company Shares Market value Share price
    STELLANTIS N.V 430K $12M $28
    MICROSTRATEGY INC 2.7M $11M $4.3
    AT&T Inc. 588K $10M $18
    Jackson Financial Inc. 153K $10M $66
    Bread Financial Holdings, Inc. 255K $9.5M $37
    Western Alliance Bancorporation 144K $9.3M $64
    OneMain Holdings, Inc. 153K $7.8M $51
    Quad/Graphics, Inc. 1.4M $7.6M $5.3
    CTO Realty Growth, Inc. 444K $7.5M $17
    Viatris Inc. 619K $7.4M $12
    Lincoln National Corporation 199K $6.4M $32
    Chord Energy Corporation 35K $6.2M $178
    Boise Cascade Company 40K $6.1M $153
    The Buckle, Inc. 150K $6M $40
    Gannett Co., Inc. 2.5M $6M $2.4
    NABORS INDUSTRIES LTD 70K $6M $86
    UGI Corporation 167K $4.1M $25
    Bristol-Myers Squibb Company 60K $3.3M $54
    Tutor Perini Corporation 215K $3.1M $14
    Gray Television, Inc. 489K $3.1M $6.3
    Encore Wire Corporation 11K $2.9M $263
    Conduent Incorporated 719K $2.4M $3.4
    Alliance Resource Partners, L.P. 117K $2.3M $20
    The GEO Group, Inc. 145K $2M $14
    American Axle & Manufacturing Holdings, Inc. 198K $1.5M $7.4
    Fossil Group, Inc. 1.1M $1.1M $1
    Cleveland-Cliffs Inc. 9.2K $209K $23
    TECHNIPFMC PLC 8.2K $206K $25
    Pitney Bowes Inc. 41K $176K $4.3
    Teva Pharmaceutical Industries Limited 12K $164K $14

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