Bill Miller Portfolio: Top 5 Stock Picks

In this article, we will discuss: Bill Miller Portfolio: Top 5 Stock Picks. For more stocks, you can head to Bill Miller Portfolio: Top 10 Stock Picks. 

5. Quad/Graphics, Inc. (NYSE:QUAD)

Miller Value Partners’ Q1 2026 Stake: $17.5 million 

Quad/Graphics, Inc. (NYSE:QUAD) is one of the largest marketing companies in the world. The shares are up by 44% over the past year and by 43% year-to-date. The firm started the year with a key management change. Quad/Graphics, Inc. (NYSE:QUAD) promoted its chief operating officer, Dave Honan, to President in February. At the same time, the firm also retained its chairman and chief executive officer, Joel Quadracci. As part of the release, Quad/Graphics, Inc. (NYSE:QUAD)’s CEO outlined that he expected Honan to rely on his experiences as the chief operating officer to focus on the firm’s growth initiatives.

On June 17th, the firm shared its latest insights on how consumer trends were shaping up in 2026. Quad/Graphics, Inc. (NYSE:QUAD) identified four key factors called the Optimization Illusion, Algorithms Renegotiated, The End of Enough and Humanity Revived. These reveal that consumers are focused on accessibility over scale, meaningful interactions over algorithm driven recommendations, and caution over spending through careful analysis of finances.