Bill Miller's top holdings (June 2025) include Alliance Data System (ADS), a provider of data-driven marketing and loyalty solutions.

Bill Miller is a well-known investor and fund manager. He is associated with Miller Value Partners, where he focuses on identifying value-oriented investment opportunities across various sectors.

Alliance Data System (ADS)

Alliance Data System is a provider of marketing and loyalty solutions, leveraging data to help businesses build stronger relationships with their customers. The company offers services such as credit card programs, loyalty programs, and data analytics. Alliance Data System has a market capitalization of $2.85B, with Bill Miller's position currently valued at $17.6M. The company's discounted cash flow analysis indicates a value of $120.39 per share.

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

Lincoln National Corp. (LNC)

Lincoln National Corp. operates in the finance and insurance sector, providing a range of financial products and services. These include life insurance, annuities, and retirement plan solutions. The current value of Bill Miller's position is $17.21M, and the company's market cap stands at $5.66B. Analysts have set a price target of $42.0 for Lincoln National Corp.

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

Quad/Graphics Inc (QUAD)

Quad/Graphics Inc. is a global marketing solutions provider that focuses on print and related services. The company provides marketing solutions through a network of facilities around the world. Quad/Graphics Inc has a market capitalization of $295.07M, while the current value of Bill Miller's holding is $15.01M. The company's discounted cash flow analysis suggests a value of $6.28 per share.

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

Gray Television, Inc. (GTN)

Gray Television, Inc. is a broadcasting company that owns and operates television stations across the United States. The company delivers local news, sports, and entertainment content to viewers in various markets. This holding in Bill Miller's portfolio is currently worth $14.2M. The company's discounted cash flow value is $5.1.

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

UGI Corp. (UGI)

UGI Corp. is a holding company that distributes, stores, transports, and markets energy products and services. The company's operations include natural gas and electric utilities. UGI Corp. has a market capitalization of $4.87B, with Bill Miller's position currently valued at $10.53M. The discounted cash flow value for UGI Corp is $5.01.

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