Bill Miller's QUAD Position Overview
Bill Miller (via Miller Value Partners, LLC) currently holds 2.6M shares of Quad/Graphics, Inc. (QUAD) worth $16.42 M, representing 6.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Bill Miller has maintained a long-term strategic position in QUAD, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 728.4K shares. Largest reduction occurred in Q4 2020, reducing 657.5K shares.
Analysis based on 13F filings available since 2013 Q2
Bill Miller's Quad/Graphics (QUAD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Quad/Graphics (QUAD) Trades by Bill Miller
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +25,001 | Add 0.00% | 25,000 | $24.12 |
| Q2 2014 | +4,100 | Add 16.40% | 29,100 | $22.37 |
| Q3 2015 | -29,100 | Sold Out | 29,100 | $0.00 |
| Q1 2019 | +260,000 | New Buy | 260,000 | $11.90 |
| Q2 2019 | +325,000 | Add 125.00% | 585,000 | $7.91 |
| Q3 2019 | +45,000 | Add 7.69% | 630,000 | $10.51 |
| Q4 2019 | +728,375 | Add 115.62% | 1.36 M | $4.67 |
| Q1 2020 | +388,388 | Add 28.59% | 1.75 M | $2.52 |
| Q2 2020 | -611,463 | Reduce 35.01% | 1.14 M | $3.25 |
| Q4 2020 | -657,500 | Reduce 57.91% | 477,800 | $3.82 |
| Q3 2021 | +129,250 | Add 27.05% | 607,050 | $4.25 |
| Q4 2021 | +406,825 | Add 67.02% | 1.01 M | $4.00 |
| Q1 2022 | -48,950 | Reduce 4.83% | 964,925 | $6.94 |
| Q2 2022 | +123,725 | Add 12.82% | 1.09 M | $2.75 |
| Q3 2022 | +249,800 | Add 22.95% | 1.34 M | $2.56 |
| Q4 2022 | +111,550 | Add 8.33% | 1.45 M | $4.08 |
| Q1 2023 | +62,850 | Add 4.33% | 1.51 M | $4.29 |
| Q2 2023 | +91,125 | Add 6.02% | 1.6 M | $3.76 |
| Q4 2023 | -3,225 | Reduce 0.20% | 1.6 M | $5.42 |
| Q1 2024 | -170,450 | Reduce 10.65% | 1.43 M | $5.31 |
| Q2 2024 | +16,715 | Add 1.17% | 1.45 M | $5.45 |
| Q3 2024 | +436,800 | Add 30.19% | 1.88 M | $4.54 |
| Q4 2024 | +634,315 | Add 33.67% | 2.52 M | $6.97 |
| Q1 2025 | +56,095 | Add 2.23% | 2.57 M | $5.45 |
| Q2 2025 | +136,155 | Add 5.29% | 2.71 M | $5.65 |
| Q3 2025 | -86,905 | Reduce 3.21% | 2.62 M | $6.26 |
Bill Miller's Quad/Graphics Investment FAQs
Bill Miller first purchased Quad/Graphics, Inc. (QUAD) in Q2 2013, acquiring 25,000 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 Quad/Graphics, Inc. (QUAD) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller's largest addition to Quad/Graphics, Inc. (QUAD) was in Q4 2019, adding 1,358,375 shares worth $6.34 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 2,623,475 shares of Quad/Graphics, Inc. (QUAD), valued at approximately $16.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Quad/Graphics, Inc. (QUAD) represents approximately 6.03% 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 Quad/Graphics, Inc. (QUAD) was 2,710,380 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.