Bill Miller's BFH Position Overview
Bill Miller (via Miller Value Partners, LLC) currently holds 270.0K shares of Bread Financial Holdings, Inc. (BFH) worth $15.06 M, representing 5.53% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Bill Miller has maintained a strategic position in BFH, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 193.6K shares. Largest reduction occurred in Q3 2025, reducing 57.4K shares.
Analysis based on 13F filings available since 2013 Q2
Bill Miller's Bread Financial Holdings (BFH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bread Financial Holdings (BFH) Trades by Bill Miller
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +25,725 | New Buy | 25,725 | $31.39 |
| Q3 2023 | +193,550 | Add 752.38% | 219,275 | $34.20 |
| Q4 2023 | +88,590 | Add 40.40% | 307,865 | $32.94 |
| Q1 2024 | -53,095 | Reduce 17.25% | 254,770 | $37.24 |
| Q2 2024 | +15 | Add 0.01% | 254,785 | $44.56 |
| Q3 2024 | +3,745 | Add 1.47% | 258,530 | $47.58 |
| Q4 2024 | +45,520 | Add 17.61% | 304,050 | $61.06 |
| Q1 2025 | +5,775 | Add 1.90% | 309,825 | $50.08 |
| Q2 2025 | +17,560 | Add 5.67% | 327,385 | $57.12 |
| Q3 2025 | -57,375 | Reduce 17.53% | 270,010 | $55.77 |
Bill Miller's Bread Financial Holdings Investment FAQs
Bill Miller first purchased Bread Financial Holdings, Inc. (BFH) in Q2 2023, acquiring 25,725 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller has held Bread Financial Holdings, Inc. (BFH) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller's largest addition to Bread Financial Holdings, Inc. (BFH) was in Q3 2023, adding 219,275 shares worth $7.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Bill Miller's firm, Miller Value Partners, LLC, owns 270,010 shares of Bread Financial Holdings, Inc. (BFH), valued at approximately $15.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Bread Financial Holdings, Inc. (BFH) represents approximately 5.53% of Bill Miller's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller's peak holding in Bread Financial Holdings, Inc. (BFH) was 327,385 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.