MILLER VALUE PARTNERS, LLC — NABORS INDUSTRIES LTD NBR: Quarterly 13F Position History
MILLER VALUE PARTNERS, LLC has reported NABORS INDUSTRIES LTD (NBR) on 24 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2020. As of Q1 2026, the position is sized at 444,430 shares ($38.2M market value, 9.98% of the equity book). Quarter-over-quarter share count change: 158,307 (-26.3%) .
- 444,430Shares Held (Latest Filing)
- $38.2MReported Market Value (Latest Filing)
- 9.98%Portfolio Weight (% of 13F Equity Book)
- 158,307Quarter-over-Quarter Share Change
- +$5.5MQuarter-over-Quarter Value Change
- 673,095Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 24 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 444,430 | 158,307 | -26.3% | $38.2M | 9.98% | $86.06 |
| Q4 2025 | 602,737 | 70,358 | -10.5% | $32.7M | 11.53% | $54.30 |
| Q3 2025 | 673,095 | +48,995 | +7.9% | $27.5M | 10.11% | $40.87 |
| Q2 2025 | 624,100 | +235,355 | +60.5% | $17.5M | 7.42% | $28.02 |
| Q1 2025 | 388,745 | +107,550 | +38.2% | $16.2M | 7.39% | $41.71 |
| Q4 2024 | 281,195 | +140,230 | +99.5% | $16.1M | 6.87% | $57.17 |
| Q3 2024 | 140,965 | +37,345 | +36.0% | $9.1M | 5.13% | $64.47 |
| Q2 2024 | 103,620 | +33,859 | +48.5% | $7.4M | 4.71% | $71.16 |
| Q1 2024 | 69,761 | +4,150 | +6.3% | $6.0M | 3.84% | $86.13 |
| Q4 2023 | 65,611 | +16,960 | +34.9% | $5.4M | 3.18% | $81.63 |
| Q3 2023 | 48,651 | 1,355 | -2.7% | $6.0M | 3.77% | $123.14 |
| Q2 2023 | 50,006 | +6,620 | +15.3% | $4.7M | 3.06% | $93.03 |
| Q1 2023 | 43,386 | +4,660 | +12.0% | $5.3M | 0.33% | $121.91 |
| Q4 2022 | 38,726 | 0 | — | $6.0M | 0.39% | $154.87 |
| Q3 2022 | 38,726 | +4,120 | +11.9% | $3.9M | 0.24% | $101.46 |
| Q2 2022 | 34,606 | 15,245 | -30.6% | $4.6M | 0.26% | $133.91 |
| Q1 2022 | 49,851 | 29,310 | -37.0% | $7.6M | 0.29% | $152.72 |
| Q4 2021 | 79,161 | +8,800 | +12.5% | $6.4M | 0.23% | $81.09 |
| Q3 2021 | 70,361 | +6,365 | +9.9% | $6.8M | 0.23% | $96.47 |
| Q2 2021 | 63,996 | 1,300 | -2.0% | $7.3M | 0.19% | $114.24 |
| Q1 2021 | 65,296 | +11,675 | +21.8% | $6.1M | 0.17% | $93.45 |
| Q4 2020 | 53,621 | 4,460 | -7.7% | $3.1M | 0.11% | $58.22 |
| Q3 2020 | 58,081 | +23,985 | +70.3% | $1.4M | 0.06% | $24.43 |
| Q2 2020 | 34,096 | — | — | $1.3M | 0.06% | $37.01 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MILLER VALUE PARTNERS, LLC first disclose a NBR position in 13F-HR filings?
MILLER VALUE PARTNERS, LLC first reported NABORS INDUSTRIES LTD (NBR) on its 13F-HR filing for the period ending 2020-06-30 (Q2 2020). The position has appeared on 24 reported quarters within Pactolio's tracked window.
What was MILLER VALUE PARTNERS, LLC's most recent quarter-over-quarter share-count change in NBR?
Between Q4 2025 and Q1 2026, MILLER VALUE PARTNERS, LLC reduced its NBR position by 158,307 shares (-26.3%), leaving 444,430 shares at a market value of $38.2M.
Does the implied price-per-share represent MILLER VALUE PARTNERS, LLC's cost basis in NBR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.