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.
Bill Smead Letters
| Letter | Fund Name | Ticker | Date | View |
|---|---|---|---|---|
| 2026 Q1 | Smead Value Fund | AMZN, APA, AXP, CVE, GOOG, LEN, META, MSFT, OXY, QCOM | Apr 21, 2026 | View |
| 2025 Q4 | Smead Value Fund | AMGN, APA, AXP, CVE, DHI, EBAY, FANG, HD, LEN, MAC, MRK, OXY, SPG, UHAL | Jan 21, 2026 | View |
| 2025 Q3 | Smead Value Fund | AMGN, APA, AXP, CACC, COP, CSCO, CVE, DHI, FANG, INTC, LEN, MAC, MRK, MSFT, NVR, OXY, SPG, TGT, UHAL, UNH | Oct 19, 2025 | View |
| 2025 Q2 | Smead Value Fund | AMGN, AXP, BRK-A, CSCO, CVE, DHI, DVN, EBAY, INTC, JPM, LEN, MAC, MRK, MSFT, NVR, OXY, SPG | Jul 15, 2025 | View |
| 2025 Q1 | Smead Value Fund | AMGN, APA, AXP, DHI, DVN, EBAY, LEN, MAC, MRK, NVR, OVV, OXY, SPG, TGT | Apr 14, 2025 | View |
| 2024 Q4 | Smead Value Fund | AMGN, APA, AXP, BAC, DHI, JPM, LEN, MAC, MRK, NVR, OVV, OXY, SPG | Jan 14, 2025 | View |
| 2024 Q3 | Smead Value Fund | AMGN, APA, AXP, BAC, DHI, LEN, MAC, MRK, NVR, OVV, OXY, SPG, WBD | Oct 15, 2024 | View |
| 2024 Q2 | Smead Value Fund | AMGN, APA, AXP, BAC, DHI, JPM, LEN, MAC, MRK, OVV, OXY, QCOM, SPG, WBD | Jul 15, 2024 | View |
| 2024 Q1 | Smead Value Fund | AMGN, APA, AXP, DHI, JPM, LEN, MAC, MRK, OVV, OXY, SPG, UHAL, WBD | Apr 30, 2024 | View |
| 2023 Q4 | Smead Value Fund | APA, AXP, BAC, COP, DHI, DVN, FITB, HD, JPM, LEN, MAC, MTB, NVR, OVV, OXY, PFE, SPG, TGT, UHAL, WAL | Jan 16, 2024 | View |
| 2023 Q3 | Smead Value Fund | AMGN, AXP, BAC, COP, DHI, LEN, MRK, NVR, OVV, OXY, PFE, PXD, SPG, TGT, UHAL, XOM | Oct 16, 2023 | View |
| 2023 Q2 | Smead Value Fund | Jul 15, 2023 | View | |
| 2023 Q1 | Smead Value Fund | Mar 31, 2023 | View | |
| 2022 Q3 | Smead Value Fund | Oct 25, 2022 | View |
