Miller Value Partners, LLC / BFH
Miller Value Partners, LLC’s Bread Financial Holdings Inc Position
Does Miller Value Partners, LLC own Bread Financial Holdings Inc (BFH)? Yes — 193.7K shares worth $15M (+3.79% of its 13F portfolio) as of Q1 2026, down from 201.4K shares the prior filed quarter.
Position Value
$15M
Q1 2026
Shares
193.7K
% of Portfolio
+3.79%
Quarters Held
12
currently held
Position History BFH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 193.7K | $15M | +3.79% |
| Q4 2025 | 201.4K | $15M | +5.25% |
| Q3 2025 | 270.0K | $15M | +5.53% |
| Q2 2025 | 327.4K | $19M | +7.94% |
| Q1 2025 | 309.8K | $16M | +7.07% |
| Q4 2024 | 304.1K | $19M | +7.93% |
| Q3 2024 | 258.5K | $12M | +6.94% |
| Q2 2024 | 254.8K | $11M | +7.25% |
| Q1 2024 | 254.8K | $9M | +6.07% |
| Q4 2023 | 307.9K | $10M | +6.02% |
| Q3 2023 | 219.3K | $7M | +4.71% |
| Q2 2023 | 25.7K | $807,508 | +0.53% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Miller Value Partners, LLC’s full portfolio or all institutional holders of BFH.