1 tracked superinvestor hold BREAD FINANCIAL HOLDINGS INC (BFH), worth $15M combined, led by Bill Miller. Smart money is holding BFH as of the latest 13F filings.
Current price
$95.55
+56.2%
1Y
Bread Financial Holdings, Inc. provides tech-forward payment and lending solutions to customers and consumer-based industries in North America. It offers credit card and other loans financing services, including risk management solutions, account origination, and funding services for approximately 130 private label and co-brand credit card programs, as well as through Bread partnerships to…
Market cap
$3.4B
P/E
6.97
Div yield
0.9%
Revenue YoY
-2.1%
Analyst target
$100
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
$15M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding BFH steady this quarter — buys and sells are balanced.
BREAD FINANCIAL HOLDINGS INC (BFH) is held by 1 tracked funds worth $15M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Bill Miller at 3.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 3.9% | $15M |
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 3.9% 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 0 trimmed it.
How much BFH do tracked funds hold?
Combined disclosed long exposure to BFH across tracked superinvestors is $15M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.