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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Bill Smead (Smead Capital)
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Asset Manager · CIK 0001427008

Bill Smead

Smead Capital
Share
  • Mid-Size Fund

Bill Smead runs Smead Capital, an asset manager overseeing $4.82B in disclosed equity holdings (SEC CIK 0001427008). The latest portfolio (2025Q4) discloses 32 positions across 8 sectors, with the largest positions in SPG, MRK and AXP. On a mark-to-market basis the tracked portfolio has returned 8.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Bill's filingsView holdings↓
Portfolio
$4.82B
Positions
32
Quarter
2025Q4
Filings tracked
40
1Y+8.2%Since filing+145.0%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2025Q4
32 positions
1
SPGSIMON PPTY GROUP INC NEWREIT
Real Estate·REIT - Retail
6.88%
of portfolio
Number of shares
1,791,330 sh
Holdings current value
$331.59M
Avg closing price
$113.37
+81.9%
Last action
Trimmed 6.5%
2025Q4
Current $206.23
2
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
6.20%
of portfolio
Number of shares
2,838,300 sh
Holdings current value
$298.76M
Avg closing price
$83.35
+42.9%
Last action
Trimmed 6.5%
2025Q4
Current $119.07
3
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
5.90%
of portfolio
Number of shares
768,431 sh
Holdings current value
$284.28M
Avg closing price
$126.79
+161.6%
Last action
Trimmed 6.5%
2025Q4
Current $331.69
4
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
5.89%
of portfolio
Number of shares
16,763,978 sh
Holdings current value
$283.63M
Avg closing price
$18.08
+35.6%
Last action
Added 2.3%
2025Q4
Current $24.51
5
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
5.45%
of portfolio
Number of shares
801,796 sh
Holdings current value
$262.44M
Avg closing price
$225.14
+57.8%
Last action
Trimmed 6.5%
2025Q4
Current $355.30
6
MACMACERICH COREIT
Real Estate·REIT - Retail
5.35%
of portfolio
Number of shares
13,963,805 sh
Holdings current value
$257.77M
Avg closing price
$13.76
+62.1%
Last action
Trimmed 6.5%
2025Q4
Current $22.30
7
DHID R HORTON INC
Consumer Cyclical·Residential Construction
5.14%
of portfolio
Number of shares
1,719,925 sh
Holdings current value
$247.72M
Avg closing price
$80.42
+86.3%
Last action
Trimmed 6.5%
2025Q4
Current $149.81
8
APAAPA CORPORATION
Energy·Oil & Gas E&P
4.82%
of portfolio
Number of shares
9,503,039 sh
Holdings current value
$232.44M
Avg closing price
$31.42
+13.8%
Last action
Trimmed 6.5%
2025Q4
Current $35.74
9
LENLENNAR CORP
Consumer Cyclical·Residential Construction
3.89%
of portfolio
Number of shares
1,822,291 sh
Holdings current value
$187.33M
Avg closing price
$81.02
+14.5%
Last action
Trimmed 6.5%
2025Q4
Current $92.79
10
FANGDIAMONDBACK ENERGY INC
Energy·Oil & Gas E&P
3.83%
of portfolio
Number of shares
1,227,772 sh
Holdings current value
$184.57M
Avg closing price
$138.52
+30.1%
Last action
Trimmed 6.4%
2025Q4
Current $180.27
11
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
3.76%
of portfolio
Number of shares
562,792 sh
Holdings current value
$181.34M
Avg closing price
$113.09
+174.4%
Last action
Trimmed 6.5%
2025Q4
Current $310.29
12
NVRNVR INC
Consumer Cyclical·Residential Construction
3.74%
of portfolio
Number of shares
24,745 sh
Holdings current value
$180.46M
Avg closing price
$3891
+79.9%
Last action
Trimmed 6.5%
2025Q4
Current $7001
13
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
3.72%
of portfolio
Number of shares
1,917,545 sh
Holdings current value
$179.50M
Avg closing price
$77.25
+50.2%
Last action
Added 9.4%
2025Q4
Current $116.04
14
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
3.67%
of portfolio
Number of shares
2,032,886 sh
Holdings current value
$177.06M
Avg closing price
$44.77
+133.8%
Last action
Trimmed 6.5%
2025Q4
Current $104.65
15
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
3.62%
of portfolio
Number of shares
3,169,803 sh
Holdings current value
$174.34M
Avg closing price
$31.01
+73.8%
Last action
Trimmed 6.5%
2025Q4
Current $53.91
16
TGTTARGET CORP
Consumer Defensive·Discount Stores
3.48%
of portfolio
Number of shares
1,713,932 sh
Holdings current value
$167.54M
Avg closing price
$124.03
+3.1%
Last action
Trimmed 6.4%
2025Q4
Current $127.84
17
FITBFIFTH THIRD BANCORP
Financial Services·Banks - Regional
3.16%
of portfolio
Number of shares
3,250,139 sh
Holdings current value
$152.14M
Avg closing price
$40.89
+23.1%
Last action
Added 99.9%
2025Q4
Current $50.34
18
OXYOCCIDENTAL PETE CORP
Energy·Oil & Gas E&P
3.03%
of portfolio
Number of shares
3,545,182 sh
Holdings current value
$145.78M
Avg closing price
$46.32
+16.1%
Last action
Trimmed 6.4%
2025Q4
Current $53.79
19
WALWESTERN ALLIANCE BANCORP
Financial Services·Banks - Regional
2.72%
of portfolio
Number of shares
1,556,943 sh
Holdings current value
$130.89M
Avg closing price
$70.45
+12.7%
Last action
Added 16.8%
2025Q4
Current $79.39
20
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.52%
of portfolio
Number of shares
352,819 sh
Holdings current value
$121.40M
Avg closing price
$253.10
+38.0%
Last action
Trimmed 6.5%
2025Q4
Current $349.40
21
UHAL/BU HAUL HOLDING COMPANY
2.39%
of portfolio
Number of shares
2,467,011 sh
Holdings current value
$115.31M
Avg closing price
$56.10
Last action
Trimmed 6.4%
2025Q4
Current —
22
QCOMQUALCOMM INC
Technology·Semiconductors
2.23%
of portfolio
Number of shares
626,937 sh
Holdings current value
$107.24M
Avg closing price
$117.40
+16.0%
Last action
Trimmed 6.5%
2025Q4
Current $136.20
23
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
2.11%
of portfolio
Number of shares
308,723 sh
Holdings current value
$101.91M
Avg closing price
$319.81
+1.5%
Last action
Trimmed 6.5%
2025Q4
Current $324.63
24
ULTAULTA BEAUTY INC
Consumer Cyclical·Specialty Retail
1.80%
of portfolio
Number of shares
143,477 sh
Holdings current value
$86.81M
Avg closing price
$359.99
+53.7%
Last action
Trimmed 6.5%
2025Q4
Current $553.36
25
CACCCREDIT ACCEP CORP MICH
Financial Services·Credit Services
1.73%
of portfolio
Number of shares
188,334 sh
Holdings current value
$83.52M
Avg closing price
$451.42
+16.9%
Last action
Trimmed 6.5%
2025Q4
Current $527.56
26
MTBM & T BK CORP
Financial Services·Banks - Regional
1.41%
of portfolio
Number of shares
337,603 sh
Holdings current value
$68.02M
Avg closing price
$139.50
+56.8%
Last action
Trimmed 6.5%
2025Q4
Current $218.79
27
CROXCROCS INC
Consumer Cyclical·Footwear & Accessories
1.06%
of portfolio
Number of shares
594,690 sh
Holdings current value
$50.86M
Avg closing price
$83.55
+26.7%
Last action
Trimmed 6.2%
2025Q4
Current $105.87
28
M46528101FRONTLINE PLC
0.27%
of portfolio
Number of shares
586,729 sh
Holdings current value
$12.94M
Avg closing price
$18.06
Last action
Trimmed 0.6%
2025Q4
Current —
29
GTXGARRETT MOTION INC
Consumer Cyclical·Auto Parts
0.09%
of portfolio
Number of shares
244,261 sh
Holdings current value
$4.26M
Avg closing price
$17.43
+14.2%
Last action
New holding
2025Q4
Current $19.91
30
WFGWEST FRASER TIMBER CO LTD
Basic Materials·Lumber & Wood Production
0.07%
of portfolio
Number of shares
54,678 sh
Holdings current value
$3.35M
Avg closing price
$80.36
-16.9%
Last action
Trimmed 54.6%
2025Q4
Current $66.79
31
OXY/WSOCCIDENTAL PETE CORPWT
0.06%
of portfolio
Number of shares
153,047 sh
Holdings current value
$2.95M
Avg closing price
$33.29
Last action
Trimmed 0.6%
2025Q4
Current —
32
IWDISHARES TRETF
0.02%
of portfolio
Number of shares
4,392 sh
Holdings current value
$923.8K
Avg closing price
$191.86
+18.4%
Last action
Trimmed 20.2%
2025Q4
Current $227.15

Portfolio heatmap

Box size = % of portfolio · color = return since filing
SPG
6.88% · +11.4%
MRK
6.20% · +13.1%
AXP
5.90% · -10.3%
CVE
5.89% · +44.9%
AMGN
5.45% · +8.6%
MAC
5.35% · +20.8%
DHI
5.14% · +4.0%
APA
4.82% · +46.1%
LEN
3.89% · -9.7%
FANG
3.83% · +19.9%
JPM
3.76% · -3.7%
NVR
3.74% · -4.0%
COP
3.72% · +24.0%
EBAY
3.67% · +20.1%
BAC
3.62% · -2.0%
TGT
3.48% · +30.8%
FITB
3.16% · +7.5%
OXY
3.03% · +30.8%
WAL
2.72% · -5.6%
HD
2.52% · +1.5%
UHAL/B
2.39%
QCOM
2.23% · -20.4%
UNH
2.11% · -1.7%
ULTA
1.80% · -8.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services7 pos$1.07B22.9%
  • Consumer Cyclical8 pos$1.06B22.5%
  • Energy5 pos$1.03B21.9%
  • Healthcare3 pos$663.1M14.1%
  • Real Estate2 pos$589.4M12.6%
  • Consumer Defensive1 pos$167.5M3.6%
  • Technology1 pos$107.2M2.3%
  • Basic Materials1 pos$3.3M0.1%
(2.7% unclassified, excluded from %)