Bill Miller's Stock Picks (2025 Q2): Full MILLER VALUE PARTNERS, LLC Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
T	AT&T Inc.	06/30/2025	Sold Out	116,000	-116,000	$3.28 M
BFH	Bread Financial Holdings, Inc.	06/30/2025	Add 5.7%	327,385	+17,560	$1 M
AXL	American Axle & Manufacturing Holdings, Inc.	06/30/2025	Add 44.6%	1.44 M	+444,230	$1.81 M
BBW	Build-A-Bear Workshop, Inc.	06/30/2025	Add 5.0%	105,000	+5,000	$257,800
CNDT	Conduent Incorporated	06/30/2025	Add 46.9%	2.76 M	+879,845	$2.32 M
CTO	CTO Realty Growth, Inc.	06/30/2025	Add 4.0%	399,145	+15,245	$263,128.71
FOSL	Fossil Group, Inc.	06/30/2025	Add 17.0%	3.47 M	+504,567	$746,759.17
GCI	Gannett Co., Inc.	06/30/2025	Add 21.1%	3.28 M	+571,695	$2.05 M
GTN	Gray Media, Inc.	06/30/2025	Add 2.0%	3.65 M	+70,015	$317,167.96
JXN	Jackson Financial Inc.	06/30/2025	Add 3.3%	124,995	+4,045	$359,155.55
JELD	JELD-WEN Holding, Inc.	06/30/2025	Add 141.4%	1.87 M	+1.1 M	$4.3 M
LNC	Lincoln National Corporation	06/30/2025	Add 9.7%	569,480	+50,225	$1.74 M
QUAD	Quad/Graphics, Inc.	06/30/2025	Add 5.3%	2.71 M	+136,155	$769,275.75
TPC	Tutor Perini Corporation	06/30/2025	Reduce -85.8%	12,910	-77,660	$3.63 M
UNFI	United Natural Foods, Inc.	06/30/2025	Reduce -27.3%	137,405	-51,550	$1.2 M
NBR	Nabors Industries Ltd.	06/30/2025	Add 60.5%	624,100	+235,355	$6.59 M
FTI	TechnipFMC plc	06/30/2025	Reduce -0.9%	8,115	-70	$2,410.8
T	AT&T Inc.	03/31/2025	Reduce -78.2%	116,000	-417,000	$11.79 M
BFH	Bread Financial Holdings, Inc.	03/31/2025	Add 1.9%	309,825	+5,775	$289,212
AXL	American Axle & Manufacturing Holdings, Inc.	03/31/2025	Add 88.0%	995,690	+466,100	$1.9 M

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