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Bill Miller Buys Nike Inc., Exide Technologies, Housevalues Inc., Sells McKesson Corp., MERCURY INTERACT, MGIC Investment Corp.

After beating the S&P 500 Index for a remarkable 15 consecutive years, media focuses on that Bill Miller would not be able to continue his streak this year. As of today, Bill Miller's Legg Mason Value Trust returned 4.86% year to date, which is significantly behind the S&P500, which gained 14.74%. Miller's other fund, Legg Mason Opportunity Trust gained 13.08%. During the past quarter, Bill Miller buys Nike Inc., Exide Technologies, Housevalues Inc., sells McKesson Corp., MERCURY INTERACT, MGIC Investment Corp., Embarq Corporation, according to the most recent filings of his funds. These are the details of the buys and sells.

Added: American International Group (AIG)

Bill Miller added to his holdings in Full Line Insurance company American International Group by 233.2%. His purchase prices were between $57.47 and $66.08, with an estimated average price of $62.1. The impact to his portfolio due to this purchase was 1.62%. His holdings was 6,664,000 shares as of 09/30/2006. American International Group closed today at $70.1.

Added: Cleveland-Cliffs Inc. (CLF)

Bill Miller added to his holdings in General Mining company Cleveland-Cliffs Inc. by 115%. His purchase prices were between $34.2 and $38.14, with an estimated average price of $36.5. The impact to his portfolio due to this purchase was 1.53%. His holdings was 4,300,000 shares as of 09/30/2006. Cleveland-Cliffs Inc. closed today at $48.73.

Added: Mittal Steel Company NV (MT)

Bill Miller added to his holdings in Steel company Mittal Steel Company NV by 24.19%. His purchase prices were between $29.24 and $34.37, with an estimated average price of $32.7. The impact to his portfolio due to this purchase was 0.91%. His holdings was 7,700,000 shares as of 09/30/2006. Mittal Steel Company NV closed today at $41.18.

Added: General Electric Co. (GE)

Bill Miller added to his holdings in Diversified Industrials company General Electric Co. by 128.57%. His purchase prices were between $31.88 and $35.48, with an estimated average price of $33.4. The impact to his portfolio due to this purchase was 0.83%. His holdings was 8,000,000 shares as of 09/30/2006. General Electric Co. closed today at $35.39.

Added: Meritage Homes Corp. (MTH)

Bill Miller added to his holdings in Home Construction company Meritage Homes Corp. by 400%. His purchase prices were between $35.34 and $45.37, with an estimated average price of $40.6. The impact to his portfolio due to this purchase was 0.58%. His holdings was 1,000,000 shares as of 09/30/2006. Meritage Homes Corp. closed today at $48.43.

Added: Computer Associates Internatio (CA)

Bill Miller added to his holdings in Software company Computer Associates Internatio by 26.32%. His purchase prices were between $19.18 and $23.85, with an estimated average price of $22.1. The impact to his portfolio due to this purchase was 0.3%. His holdings was 3,500,000 shares as of 09/30/2006. Computer Associates Internatio closed today at $21.94.

Added: KB Home (KBH)

Bill Miller added to his holdings in Home Construction company KB Home by 33.33%. His purchase prices were between $38.69 and $45.49, with an estimated average price of $42.6. The impact to his portfolio due to this purchase was 0.23%. His holdings was 4,000,000 shares as of 09/30/2006. KB Home closed today at $51.42.

Added: Fairfax Financial Holdings Ltd (FFH)

Bill Miller added to his holdings in Property & Casualty Insurance company Fairfax Financial Holdings Ltd by 94%. His purchase prices were between $103.41 and $140.49, with an estimated average price of $116.1. The impact to his portfolio due to this purchase was 0.21%. His holdings was 194,000 shares as of 09/30/2006. Fairfax Financial Holdings Ltd closed today at $185.03.

Added: Amylin Pharmaceuticals Inc. (AMLN)

Bill Miller added to his holdings in Biotechnology company Amylin Pharmaceuticals Inc. by 25%. His purchase prices were between $41.23 and $49, with an estimated average price of $46. The impact to his portfolio due to this purchase was 0.15%. His holdings was 1,000,000 shares as of 09/30/2006. Amylin Pharmaceuticals Inc. closed today at $39.9.

Added: Symantec Corp. (SYMC)

Bill Miller added to his holdings in Software company Symantec Corp. by 35%. His purchase prices were between $15.14 and $21.33, with an estimated average price of $18.1. The impact to his portfolio due to this purchase was 0.08%. His holdings was 2,700,000 shares as of 09/30/2006. Symantec Corp. closed today at $21.15.

New Purchase: Nike Inc. (NKE)

Bill Miller initiated holdings in Footwear company Nike Inc.. His purchase prices were between $76.22 and $88.3, with an estimated average price of $80.3. The impact to his portfolio due to this purchase was 0.89%. His holdings was 1,945,000 shares as of 09/30/2006. Nike Inc. closed today at $98.14.

New Purchase: Exide Technologies (XIDE)

Bill Miller initiated holdings in Auto Parts company Exide Technologies. His purchase prices were between $3.56 and $4.6, with an estimated average price of $3.9. The impact to his portfolio due to this purchase was 0.52%. His holdings was 8,452,000 shares as of 09/30/2006. Exide Technologies closed today at $4.48.

New Purchase: Housevalues Inc. (SOLD)

Bill Miller initiated holdings in Real Estate Holding & Development company Housevalues Inc.. His purchase prices were between $5.26 and $6.98, with an estimated average price of $6. The impact to his portfolio due to this purchase was 0.37%. His holdings was 3,600,000 shares as of 09/30/2006. Housevalues Inc. closed today at $5.3.

Reduced: WPP Group plc (WPPGY)

Bill Miller reduced to his holdings in Media Agencies company WPP Group plc by 30.14%. His sale prices were between $55.95 and $61.85, with an estimated average price of $59.1. The impact to his portfolio due to this sale was 1.11%. His still held 22,402,000 shares as of 09/30/2006. WPP Group plc closed today at $66.13.

Reduced: Waste Management Inc. (WMI)

Bill Miller reduced to his holdings in Waste & Disposal Services company Waste Management Inc. by 63.9%. His sale prices were between $32.75 and $36.98, with an estimated average price of $34.2. The impact to his portfolio due to this sale was 0.4%. His still held 3,399,000 shares as of 09/30/2006. Waste Management Inc. closed today at $37.2.

Reduced: St. Paul Travelers Companies I (STA)

Bill Miller reduced to his holdings in Property & Casualty Insurance company St. Paul Travelers Companies I by 80.04%. His sale prices were between $42.37 and $47.08, with an estimated average price of $44.6. The impact to his portfolio due to this sale was 0.23%. His still held 1,678,000 shares as of 09/30/2006. St. Paul Travelers Companies I closed today at $51.47.

Sold Out: McKesson Corp. (MCK)

Bill Miller sold out his holdings in Drug Retailers company McKesson Corp.. His sale prices were between $45.56 and $54.06, with an estimated average price of $51. The impact to his portfolio due to this sale was 1.09%. McKesson Corp. closed today at $49.33.

Sold Out: MGIC Investment Corp. (MTG)

Bill Miller sold out his holdings in Property & Casualty Insurance company MGIC Investment Corp.. His sale prices were between $54.64 and $63.57, with an estimated average price of $58.7. The impact to his portfolio due to this sale was 0.8%. MGIC Investment Corp. closed today at $58.94.

Sold Out: Embarq Corporation (EQ)

Bill Miller sold out his holdings in Fixed Line Telecom company Embarq Corporation. His sale prices were between $40.17 and $49.94, with an estimated average price of $44.9. The impact to his portfolio due to this sale was 0.25%. Embarq Corporation closed today at $51.82.

Rating: 3.0/5 (5 votes)

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