Asset Manager · CIK 0001427008

Bill Smead

Smead Capital

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 filings View holdings

Portfolio

$4.82B

Positions

Quarter

2025Q4

Filings tracked

1Y+8.2%Since filing+145.0%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Biggest winner since filing

AXPAMERICAN EXPRESS CO

+161.6%

+$322.6M

Biggest loser since filing

UHALAMERCO

-72.6%

−$76.2M

Investment strategy

Bill Smead is a mid-size fund. Disclosed equity book is between $1B and $10B.

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