Miller Value Partners (Bill Miller) discloses updated portfolio positions in 13F filing: New UNFI BBW positions
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: UNFI (0.2 mln shares), BBW (70K)
- Increased positions in: GTN (to 0.8 mln shares from 0.5 mln shares), LNC (to 0.3 mln from 0.2 mln), UGI (to 0.24 mln from 0.17 mln), NBR (to 104K from 70K), CNDT (to 0.75 mln from 0.72 mln), CHRD (to 45K from 35K)
- Closed positions in: GEO (from 145K shares)
- Decreased positions in: GCI (to 1.5 mln shares from 2.5 mln shares), TPC (to 87K from 215K), PBI (to 31K from 41K), JXN (to 146K from 153K), AXL (to 192K from 198K), OMF (to 149K from 153K)