Bill Miller's Miller Value Partners reported 3.92M shares of Coty Inc (COTY) for the first time in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $8.5M, or 2% of the reported portfolio. COTY enters the book as the 17th largest of 56 stock positions.
What did the 2026 Q2 filing report for COTY?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 3.92M |
| Reported value | $8.5M |
| Portfolio weight | 2% |
| Rank in portfolio | 17th of 56 |
How big is the new COTY position?
Bill Miller opened 4 stock positions in 2026 Q2; COTY is the 2nd largest of them by weight. An average stock position in the Bill Miller portfolio is 2% of the reported value, so the new name starts at about the fund's typical size.
Where does COTY sit in the Bill Miller portfolio?
COTY ranks 17th of 56 stock positions in the Bill Miller portfolio at 2%, about the fund's average stock position of 2%. The COTY purchase was the 3rd largest of the quarter's 49 position changes by percent change to portfolio. The largest stock position is NBR at 8.85%. Next come GTN at 6.8% and SPUU at 5.81%. The three largest stocks together are 21.46% of the book. Across the 2026 Q2 portfolio, Bill Miller reported 56 stock positions, with 4 opened and 3 closed. The total portfolio value is about $423.1M, up 10% from the prior quarter.
Has Bill Miller held COTY before?
Bill Miller has not reported COTY before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many COTY shares does Bill Miller hold?
Bill Miller holds 3.92M shares of COTY as of June 30, 2026, worth about $8.5M.
What is COTY's weight in the Bill Miller portfolio?
COTY is 2% of the Bill Miller portfolio and ranks 17th of 56 stocks by weight.
Has Bill Miller owned COTY before?
No. Bill Miller has not reported COTY before in the filings we track, which start with the quarter ended June 30, 2013.