Miller Value Partners (Bill Miller) disclosed updated portfolio positions in 13F filing: Increased GTN QUAD CNDT
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- Increased positions in: GTN (to 1.46 mln shares from 0.77 mln), QUAD (to 1.88 mln from 1.45 mln), FOSL (to 1.33 mln from 1.09 mln), CNDT (to 901K from 747K), BBW (to 150K from 70K), UNFI (to 271K from 205K), LNC (to 383K from 330K), AXL (to 234K from 192K), NBR (to 141K from 104K), BMY (to 80K from 60K), CHRD (to 53K from 45K)
- Maintained positions in: VTRS (0.6 mln), BFH (0.26 mln), OMF (0.15 mln), ARLP (0.12 mln), BCC (0.04 mln)
- Decreased positions in: GCI (to 1.4 mln from 1.5 mln), CTO (to 384K from 444K), T (to 533K from 588K), UGI (to 202K from 237K), TPC (to 55K from 87K), STLA (to 390K from 420K), BKE (to 125K from 150K), JXN (to 130K from 146K), WAL (to 133K from 142K), PBI (to 24K from 31K)