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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 · 2024Q3
30 positions
1
LENLENNAR CORP
Consumer Cyclical·Residential Construction
7.13%
of portfolio
Number of shares
2,666,905 sh
Holdings current value
$499.99M
Avg closing price
$81.02
+14.5%
Last action
Trimmed 4.5%
2025Q4
Current $92.79
2
DHID R HORTON INC
Consumer Cyclical·Residential Construction
6.85%
of portfolio
Number of shares
2,516,673 sh
Holdings current value
$480.11M
Avg closing price
$80.42
+86.3%
Last action
Trimmed 4.5%
2025Q4
Current $149.81
3
SPGSIMON PPTY GROUP INC NEWREIT
Real Estate·REIT - Retail
6.32%
of portfolio
Number of shares
2,620,355 sh
Holdings current value
$442.89M
Avg closing price
$113.37
+81.9%
Last action
Trimmed 4.5%
2025Q4
Current $206.23
4
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
6.30%
of portfolio
Number of shares
1,629,480 sh
Holdings current value
$441.91M
Avg closing price
$126.79
+161.6%
Last action
Trimmed 3.2%
2025Q4
Current $331.69
5
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
5.48%
of portfolio
Number of shares
3,380,469 sh
Holdings current value
$383.89M
Avg closing price
$83.35
+42.9%
Last action
Trimmed 5.5%
2025Q4
Current $119.07
6
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
5.39%
of portfolio
Number of shares
1,172,866 sh
Holdings current value
$377.91M
Avg closing price
$225.14
+57.8%
Last action
Trimmed 4.5%
2025Q4
Current $355.30
7
MACMACERICH COREIT
Real Estate·REIT - Retail
5.32%
of portfolio
Number of shares
20,433,449 sh
Holdings current value
$372.71M
Avg closing price
$13.76
+62.1%
Last action
Trimmed 4.5%
2025Q4
Current $22.30
8
NVRNVR INC
Consumer Cyclical·Residential Construction
5.07%
of portfolio
Number of shares
36,218 sh
Holdings current value
$355.37M
Avg closing price
$3891
+79.9%
Last action
Trimmed 4.5%
2025Q4
Current $7001
9
OXYOCCIDENTAL PETE CORP
Energy·Oil & Gas E&P
4.93%
of portfolio
Number of shares
6,700,697 sh
Holdings current value
$345.35M
Avg closing price
$46.32
+16.1%
Last action
Trimmed 3.5%
2025Q4
Current $53.79
10
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
4.49%
of portfolio
Number of shares
7,935,264 sh
Holdings current value
$314.87M
Avg closing price
$31.01
+73.8%
Last action
Trimmed 2.7%
2025Q4
Current $53.91
11
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
4.24%
of portfolio
Number of shares
1,409,521 sh
Holdings current value
$297.21M
Avg closing price
$113.09
+174.4%
Last action
Trimmed 2.7%
2025Q4
Current $310.29
12
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
3.68%
of portfolio
Number of shares
15,416,146 sh
Holdings current value
$257.83M
Avg closing price
$18.08
+35.6%
Last action
Added 2.5%
2025Q4
Current $24.51
13
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
3.46%
of portfolio
Number of shares
3,725,760 sh
Holdings current value
$242.58M
Avg closing price
$44.77
+133.8%
Last action
Trimmed 3.6%
2025Q4
Current $104.65
14
OVVOVINTIV INC
Energy·Oil & Gas E&P
3.44%
of portfolio
Number of shares
6,303,203 sh
Holdings current value
$241.48M
Avg closing price
$47.13
+12.1%
Last action
Exited
2025Q4
Current $52.81
15
APAAPA CORPORATION
Energy·Oil & Gas E&P
3.37%
of portfolio
Number of shares
9,667,452 sh
Holdings current value
$236.47M
Avg closing price
$31.42
+13.8%
Last action
Trimmed 6.4%
2025Q4
Current $35.74
16
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
3.30%
of portfolio
Number of shares
2,196,884 sh
Holdings current value
$231.29M
Avg closing price
$77.25
+50.2%
Last action
Added 8.1%
2025Q4
Current $116.04
17
DVNDEVON ENERGY CORP NEW
Energy·Oil & Gas E&P
3.28%
of portfolio
Number of shares
5,879,516 sh
Holdings current value
$230.01M
Avg closing price
$48.52
-8.8%
Last action
Exited
2025Q4
Current $44.23
18
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.98%
of portfolio
Number of shares
516,204 sh
Holdings current value
$209.17M
Avg closing price
$253.10
+38.0%
Last action
Trimmed 4.5%
2025Q4
Current $349.40
19
TGTTARGET CORP
Consumer Defensive·Discount Stores
2.77%
of portfolio
Number of shares
1,243,928 sh
Holdings current value
$193.88M
Avg closing price
$124.03
+3.1%
Last action
Trimmed 8.6%
2025Q4
Current $127.84
20
UHAL/BU HAUL HOLDING COMPANY
2.50%
of portfolio
Number of shares
2,431,771 sh
Holdings current value
$175.09M
Avg closing price
$56.10
Last action
Trimmed 6.5%
2025Q4
Current —
21
QCOMQUALCOMM INC
Technology·Semiconductors
1.67%
of portfolio
Number of shares
687,507 sh
Holdings current value
$116.91M
Avg closing price
$117.40
+16.0%
Last action
Trimmed 5.9%
2025Q4
Current $136.20
22
WALWESTERN ALLIANCE BANCORP
Financial Services·Banks - Regional
1.67%
of portfolio
Number of shares
1,350,195 sh
Holdings current value
$116.78M
Avg closing price
$70.45
+12.7%
Last action
Added 19.9%
2025Q4
Current $79.39
23
BRK.BBERKSHIRE HATHAWAY INC DEL
1.39%
of portfolio
Number of shares
211,972 sh
Holdings current value
$97.56M
Avg closing price
$222.54
+113.3%
Last action
Exited
2025Q2
Current $474.58
24
FITBFIFTH THIRD BANCORP
Financial Services·Banks - Regional
1.36%
of portfolio
Number of shares
2,224,047 sh
Holdings current value
$95.28M
Avg closing price
$40.89
+23.1%
Last action
Added 270.7%
2025Q4
Current $50.34
25
CACCCREDIT ACCEP CORP MICH
Financial Services·Credit Services
1.31%
of portfolio
Number of shares
207,828 sh
Holdings current value
$92.16M
Avg closing price
$451.42
+16.9%
Last action
Trimmed 5.9%
2025Q4
Current $527.56
26
MTBM & T BK CORP
Financial Services·Banks - Regional
1.25%
of portfolio
Number of shares
493,817 sh
Holdings current value
$87.96M
Avg closing price
$139.50
+56.8%
Last action
Trimmed 4.5%
2025Q4
Current $218.79
27
UHALAMERCO
Industrials·Rental & Leasing Services
0.60%
of portfolio
Number of shares
543,233 sh
Holdings current value
$42.09M
Avg closing price
$191.83
-72.6%
Last action
Exited
2025Q2
Current $52.63
28
M46528101FRONTLINE PLC
0.22%
of portfolio
Number of shares
670,581 sh
Holdings current value
$15.19M
Avg closing price
$18.06
Last action
Trimmed 0.5%
2025Q4
Current —
29
WFGWEST FRASER TIMBER CO LTD
Basic Materials·Lumber & Wood Production
0.16%
of portfolio
Number of shares
118,108 sh
Holdings current value
$11.51M
Avg closing price
$80.36
-16.9%
Last action
Trimmed 35.7%
2025Q4
Current $66.79
30
OXY/WSOCCIDENTAL PETE CORPWT
0.06%
of portfolio
Number of shares
150,860 sh
Holdings current value
$4.48M
Avg closing price
$33.29
Last action
Trimmed 0.6%
2025Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
LEN
7.13% · -50.5%
DHI
6.85% · -21.5%
SPG
6.32% · +22.0%
AXP
6.30% · +22.3%
MRK
5.48% · +4.9%
AMGN
5.39% · +10.3%
MAC
5.32% · +22.3%
NVR
5.07% · -28.6%
OXY
4.93% · +4.4%
BAC
4.49% · +35.9%
JPM
4.24% · +47.2%
CVE
3.68% · +46.5%
EBAY
3.46% · +60.7%
OVV
3.44% · +37.8%
APA
3.37% · +46.1%
COP
3.30% · +10.2%
DVN
3.28% · +13.1%
HD
2.98% · -13.8%
TGT
2.77% · -18.0%
UHAL/B
2.50%
QCOM
1.67% · -19.9%
WAL
1.67% · -8.2%
BRK.B
1.39% · +3.1%
FITB
1.36% · +17.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical5 pos$1.79B26.6%
  • Energy6 pos$1.54B23.0%
  • Financial Services7 pos$1.45B21.5%
  • Real Estate2 pos$815.6M12.1%
  • Healthcare2 pos$761.8M11.3%
  • Consumer Defensive1 pos$193.9M2.9%
  • Technology1 pos$116.9M1.7%
  • Industrials1 pos$42.1M0.6%
  • Basic Materials1 pos$11.5M0.2%
(4.2% unclassified, excluded from %)