Bread Financial retired 15.9% of its shares in twelve months, so this stake grew 18.9% without buying a share.
Superinvestors › Bill Miller
Miller Value Partners · 13F for Q2 2026
Bread Financial retired 15.9% of its shares in twelve months, so this stake grew 18.9% without buying a share.
Fossil Group has retired 16.3% of its shares since its peak.
Jackson Financial retired 0.4% of its shares in twelve months, so this stake grew 0.4% without buying a share.
Upbound Group has retired 21.8% of its shares since its peak.
Build-A-Bear Workshop retired 6.1% of its shares in twelve months, so this stake grew 6.5% without buying a share.
Meta Platforms has retired 12.2% of its shares since its peak.
Crocs retired 7.6% of its shares in twelve months, so this stake grew 8.3% without buying a share.
Citi Trends retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Ziff Davis retired 13.2% of its shares in twelve months, so this stake grew 15.2% without buying a share.
Ameriprise retired 4.9% of its shares in twelve months, so this stake grew 5.2% without buying a share.
Lithia Motors retired 9.3% of its shares in twelve months, so this stake grew 10.3% without buying a share.
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
In the Q2 2026 13F, Miller Value Partners held BFH, FOSL, JXN, UPBD, BBW, META, CROX, CTRN, ZD, AMP, LAD. 11 of them are on the Buyback Radar leaderboard.
From Miller Value Partners's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
Bread Financial retired 15.9% of its shares in the last twelve months. That alone made every remaining share, including Bill Miller's 132,798, 18.9% bigger as a slice of the company, without buying anything.
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