1 tracked superinvestor hold BREAD FINANCIAL HOLDINGS INC (BFH), worth $14M combined, led by Bill Miller. Smart money is trimming BFH as of the latest 13F filings.
Current price
$110.87
+67.0%
1Y
Bread Financial Holdings, Inc. offers cutting-edge payment and credit solutions to consumers and various industries throughout North America. Their services include comprehensive financing for credit cards and other loans, which involves managing risk, originating accounts, and providing funding for approximately 130 private label and co-branded credit card programs. They also support around 500…
Market cap
$3.4B
P/E
6.97
Div yield
0.8%
Revenue YoY
-2.1%
Analyst target
$117
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$14M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing BFH: 1 funds trimmed versus 0 adding.
BREAD FINANCIAL HOLDINGS INC (BFH) is held by 1 tracked funds worth $14M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Bill Miller at 3.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 3.6% | $14M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own BFH?
1 tracked funds hold BREAD FINANCIAL HOLDINGS INC (BFH), the largest being Bill Miller (Miller Value Partners) at 3.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling BFH?
In the most recent 13F quarter, 0 tracked funds added or opened BFH and 1 trimmed it.
How much BFH do tracked funds hold?
Combined disclosed long exposure to BFH across tracked superinvestors is $14M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.