# Bread Financial Holdings (BFH): value investors who own it

1 value investor held Bread Financial Holdings in their Q3 2026 13F, led by Miller Value Partners.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Miller Value Partners | 3.4% | $14.4m | Trimmed -31% | 13 |
| Tweedy, Browne | 0.0% | $0k | Sold out | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-14 | McCarthy Dennis James | EVP, Chief Revenue Officer | Bought | 15.89 | $2k |
| 2026-07-28 | Lakhwara Praniti | Director | Sold | 2802 | $297k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/bfh). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.