Bill Miller's Miller Value Partners returned to Meta Platforms Inc (META) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026: 6.41K shares worth about $3.6M at June 30, 2026, 0.85% of the portfolio. The fund had sold out of the name in 2023 Q2. META enters the book as the 31st largest of 56 stock positions.
What did the 2026 Q2 filing report for META?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 6.41K |
| Reported value | $3.6M |
| Portfolio weight | 0.85% |
| Rank in portfolio | 31st of 56 |
| Sold out in | 2023 Q2 |
| Out for | 3 years |
How big is the returning META position?
Bill Miller opened 4 stock positions in 2026 Q2; META is the 3rd 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 below the fund's typical size.
Where does META sit in the Bill Miller portfolio?
META ranks 31st of 56 stock positions in the Bill Miller portfolio at 0.85%, below the fund's average stock position of 2%. The META purchase was the 11th 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.
When did Bill Miller hold META before?
Bill Miller held META before. The fund first reported the name in the quarter ended June 30, 2017, sold out in 2023 Q2 and is back after 3 years out. The weight peaked at 3.82% in 2023 Q1. Every reported trade is on the Bill Miller META trade history page.
Did other funds buy or sell META in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 26 hold META. Of those, 2 opened it this quarter. Another 3 sold out of it. The largest buyers of META this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Chase Coleman III, Terry Smith and Eagle Capital Management. Every tracked holder of META is on the META ownership page.
FAQ
How many META shares does Bill Miller hold?
Bill Miller holds 6.41K shares of META as of June 30, 2026, worth about $3.6M.
What is META's weight in the Bill Miller portfolio?
META is 0.85% of the Bill Miller portfolio and ranks 31st of 56 stocks by weight.
Has Bill Miller owned META before?
Yes. Bill Miller held META before. The fund first reported the name in the quarter ended June 30, 2017, sold out in 2023 Q2 and is back after 3 years out.
How many other tracked funds hold META?
26 other tracked funds that had filed for 2026 Q2 hold META. 2 of them opened it this quarter.