Asset Manager · CIK 0001427008
Bill Smead
Smead Capital
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.
Portfolio
$4.82B
Positions
32
Quarter
2025Q4
Filings tracked
40
Biggest winner since filing
AXPAMERICAN EXPRESS CO
+156.9%
+$366.7M
Biggest loser since filing
DVNDEVON ENERGY CORP NEW
-5.6%
−$2.9M
Investment strategy
Bill Smead is a mid-size fund. Disclosed equity book is between $1B and $10B.
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<iframe src="https://openstocks.me/embed/stock/OXY" width="100%" height="480" frameborder="0" loading="lazy" title="OXY chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
9 sectors29 positions
Top 3 = 22% of book · OXY, MRK, LEN
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Performance
vs SPY40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives
No options
Bill Smead has no PUT or CALL positions disclosed for this quarter.
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Activity & trades
Quarter-by-quarterLast move 2025Q4
ADD FITB — and 4 more recent moves.
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Recent transactions
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ADD
WESTERN ALLIANCE BANCORP
+223,707
~$84.07 · 2025Q4
2026-02-09
