Bill Miller Portfolio: Top 10 Stock Picks

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6. Bread Financial Holdings, Inc. (NYSE:BFH)

Miller Value Partners’ Q1 2026 Stake: $14.5 million 

Bread Financial Holdings, Inc. (NYSE:BFH) is a financial services company that provides credit card, loan servicing, and other associated services. Its shares are up by 54% over the past year and by 28% year-to-date. Barclays and TD Cowen discussed the firm in July. Barclays bumped the share price target to $104 from $70 and the rating to Equalweight from Underweight. TD Cowen also hiked Bread Financial Holdings, Inc. (NYSE:BFH)’s share price target. It raised the price target to $103 from $95 and kept a Hold rating on the stock.

With the year’s first half over, Bread Financial Holdings, Inc. (NYSE:BFH) is gearing up to report its fiscal second quarter earnings. The firm has scheduled its earnings release for July 23rd. Miller Value Partners has disclosed the firm’s shares in its 13F holdings since 2023. According to Insider Monkey’s data, the firm first disclosed 25,725 shares that were worth $807,508 in Q2 2023. The stake peaked to being worth $18.7 million in Q2 2025.

While we acknowledge the potential of BFH to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BFH and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see Bill Miller Portfolio: Top 5 Stock Picks.

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