Bill Miller's top holdings (April 2025) include Lincoln National Corp. (LNC), a company focused on life insurance, annuities, group protection, and retirement plan services.

Bill Miller is a well-known investor and fund manager. He is associated with Miller Value Partners, where he focuses on identifying value opportunities in the market. His investment approach often involves in-depth fundamental analysis and a long-term perspective.

Lincoln National Corp. (LNC)

Lincoln National Corporation operates multiple insurance and investment management businesses. Its offerings include life insurance, annuities, and retirement solutions. The company has a market capitalization of $6.08B. Bill Miller's position is currently valued at $17.78M, while analysts have set a price target of $42.0.

Here's an overview of Bill Miller's trades in Lincoln National Corp.:

Alliance Data System (ADS)

Alliance Data Systems is a provider of data-driven marketing and loyalty solutions. They offer services such as private label credit card programs and customer loyalty programs. Alliance Data System has a market capitalization of $2.85B, while the current value of Bill Miller's holding is $17.27M. The company's discounted cash flow analysis suggests a value of $120.39 per share.

Here's an overview of Bill Miller's trades in Alliance Data System:

AT&T, Inc. (T)

AT&T is a telecommunications giant providing mobile, broadband, and entertainment services. It serves millions of customers in the United States and globally. The company's market cap stands at $202.28B, while the current value of Bill Miller's holding is $15.18M. Analysts have set a price target of $29.13 for AT&T, and the company's discounted cash flow value is $36.41.

Here's an overview of Bill Miller's trades in AT&T, Inc.:

Gray Television, Inc. (GTN)

Gray Television is a broadcasting company that owns and operates television stations across the United States. They deliver local news, sports, and entertainment content to viewers in various markets. This holding in Bill Miller's portfolio is currently worth $14.62M, with a discounted cash flow value of $6.19.

Here's an overview of Bill Miller's trades in Gray Television, Inc.:

Quad/Graphics Inc (QUAD)

Quad/Graphics is a marketing solutions provider, offering services like printing, marketing, and supply chain management. Its operations involve helping clients with their marketing campaigns and content production. Quad/Graphics Inc has a market capitalization of $284.25M, and Bill Miller's position is currently valued at $13.93M. The company's discounted cash flow analysis suggests a value of $5.19 per share.

Here's an overview of Bill Miller's trades in Quad/Graphics Inc: