Bill Miller delivered a 119% return on investment in 2019. Here are some of the stocks he's holding

Published Fri, Jan 24 20209:22 AM ESTUpdated Fri, Jan 24 202012:16 PM EST

Jesse Pound @/in/jesse-pound @jesserpound

Legendary investor Bill Miller more than doubled his money last year — his fund gained 119.5% net of fees . His firm, Miller Value Partners, had $2.6 billion in assets under management at the end of December. Even after a big year for his portfolio and for stocks overall, Miller told his investors in a letter last week that he expects stocks to rise again in 2020. The latest securities filing for Miller Value Partners was released in November, but Miller told his investors that he kept his holdings intact during the fourth quarter. Here are a few of his biggest holdings at the end of the third quarter, according to the securities filing. RH The home furnishings company, previously known as Restoration Hardware, was Miller's largest position as of the end of the third quarter at more than $116 million, and the stock gained 78% last year overall. Miller wasn't the only high-profile investor to back the company, with Warren Buffett's Berkshire Hathaway also taking a position of more than $200 million during the third quarter. Amazon The tech giant was Miller's second-biggest position at of the end of the third quarter at just over $114 million. Miller told CNBC earlier this month that he thought Amazon 's share price would double over the next three years. Amazon's stock rose 23% in 2019, trailing the S & P 500 , but securities filings show Miller was actively trimming his position through the first three quarters of the year, and that may have brought him stronger returns. The stock saw peaks in May and July that were above where it finished the year. ADT Shares of the home security company rose a little more than 25% last year, and Miller believed in the stock enough to double down. He bought additional shares of the company in the first and second quarter. His stake was worth just over $100 million at the end of the third quarter. ADT , which has a market cap of about $5 billion, also has a dividend yield of 2.1%. Bausch Health Bausch was another big winner for Miller, as the stock rose 62% last year. The position was valued at $98.7 million at the end of September, and the majority of the stock's recent gains came in the fourth quarter. The company, which makes pharmaceuticals and medical devices, has a market cap of roughly $10.3 billion.

Bill Miller

Scott Mlyn | CNBC

Legendary investor Bill Miller more than doubled his money last year — his fund gained 119.5% net of fees.

His firm, Miller Value Partners, had $2.6 billion in assets under management at the end of December. Even after a big year for his portfolio and for stocks overall, Miller told his investors in a letter last week that he expects stocks to rise again in 2020.

The latest securities filing for Miller Value Partners was released in November, but Miller told his investors that he kept his holdings intact during the fourth quarter. Here are a few of his biggest holdings at the end of the third quarter, according to the securities filing.