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Bill Smead

Bill Smead

Smead Capital Management

Value

4.8B

Stocks

32 Stocks (1 new)

Turnover

3.54%

CIK

1427008

Top Holdings

SPG(6.88%) MRK(6.20%) AXP(5.90%) CVE(5.89%) AMGN(5.45%)

About Investor

Established investor leading Smead Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
SPG - SIMON PPTY GROUP INC NEW Real Estate 331.59M 1,791,330 6.88% -124,175 -6.48% 75,267M
MRK - MERCK & CO INC Health Care 298.76M 2,838,300 6.20% -196,374 -6.47% 301,707M
AXP - AMERICAN EXPRESS CO Financials 284.28M 768,431 5.90% -53,421 -6.50% 238,499M
CVE - CENOVUS ENERGY INC Energy 283.63M 16,763,978 5.89% 374,238 2.28% 42,463M
AMGN - AMGEN INC Health Care 262.44M 801,796 5.45% -55,588 -6.48% 203,640M
MAC - MACERICH CO Real Estate 257.77M 13,963,805 5.35% -968,119 -6.48% 5,124M
DHI - D R HORTON INC Consumer Discretionary 247.72M 1,719,925 5.14% -119,238 -6.48% 48,590M
APA - APA CORPORATION Energy 232.44M 9,503,039 4.82% -658,534 -6.48% 10,286M
LEN - LENNAR CORP Consumer Discretionary 187.33M 1,822,291 3.89% -126,558 -6.49% 29,878M
FANG - DIAMONDBACK ENERGY INC Energy 184.57M 1,227,772 3.83% -84,641 -6.45% 49,569M
JPM - JPMORGAN CHASE & CO. Financials 181.34M 562,792 3.76% -39,155 -6.50% 844,800M
NVR - NVR INC Consumer Discretionary 180.46M 24,745 3.74% -1,717 -6.49% 21,371M
COP - CONOCOPHILLIPS Energy 179.50M 1,917,545 3.72% 164,060 9.36% 136,368M
EBAY - EBAY INC. Consumer Discretionary 177.06M 2,032,886 3.67% -140,849 -6.48% 37,309M
BAC - BANK AMERICA CORP Financials 174.34M 3,169,803 3.62% -219,624 -6.48% 390,318M
TGT - TARGET CORP Consumer Discretionary 167.54M 1,713,932 3.48% -116,499 -6.36% 52,608M
FITB - FIFTH THIRD BANCORP Financials 152.14M 3,250,139 3.16% 1,624,138 99.89% 48,247M
OXY - OCCIDENTAL PETE CORP Energy 145.78M 3,545,182 3.03% -241,861 -6.39% 46,566M
WAL - WESTERN ALLIANCE BANCORP Financials 130.89M 1,556,943 2.72% 223,707 16.78% 10,502M
HD - HOME DEPOT INC Consumer Discretionary 121.40M 352,819 2.52% -24,587 -6.51% 379,847M
UHAL.B - U HAUL HOLDING COMPANY Industrials 115.31M 2,467,011 2.39% -169,816 -6.44% 9,181M
QCOM - QUALCOMM INC Information Technology 107.24M 626,937 2.23% -43,449 -6.48% 152,784M
UNH - UNITEDHEALTH GROUP INC Health Care 101.91M 308,723 2.11% -21,395 -6.48% 261,362M
ULTA - ULTA BEAUTY INC Consumer Discretionary 86.81M 143,477 1.80% -9,946 -6.48% 30,825M
CACC - CREDIT ACCEP CORP MICH Financials 83.52M 188,334 1.73% -13,068 -6.49% 5,559M
MTB - M & T BK CORP Financials 68.02M 337,603 1.41% -23,408 -6.48% 36,055M
CROX - CROCS INC Consumer Discretionary 50.86M 594,690 1.06% -39,392 -6.21% 5,084M
FRO - FRONTLINE PLC Energy 12.94M 586,729 0.27% -3,537 -0.60% 7,389M
GTX - GARRETT MOTION INC Consumer Discretionary 4.26M 244,261 0.09% 244,261 New Buy 4,176M
WFG - WEST FRASER TIMBER CO LTD Materials 3.35M 54,678 0.07% -65,700 -54.58% 5,636M
OXY.WS - OCCIDENTAL PETE CORP - 2.95M 153,047 0.06% -922 -0.60% -
IWD - ISHARES TR Other 0.92M 4,392 0.02% -1,114 -20.23% 68,504M

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