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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 · 2023Q1
29 positions
1
OXYOCCIDENTAL PETE CORP
Energy·Oil & Gas E&P
8.85%
of portfolio
Number of shares
7,109,768 sh
Holdings current value
$443.86M
Avg closing price
$46.32
+16.1%
Last action
Trimmed 3.3%
2025Q4
Current $53.79
2
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
6.46%
of portfolio
Number of shares
3,047,792 sh
Holdings current value
$324.25M
Avg closing price
$83.35
+42.9%
Last action
Trimmed 6.1%
2025Q4
Current $119.07
3
LENLENNAR CORP
Consumer Cyclical·Residential Construction
6.40%
of portfolio
Number of shares
3,057,384 sh
Holdings current value
$321.36M
Avg closing price
$81.02
+14.5%
Last action
Trimmed 4.0%
2025Q4
Current $92.79
4
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
6.06%
of portfolio
Number of shares
1,843,172 sh
Holdings current value
$304.03M
Avg closing price
$126.79
+161.6%
Last action
Trimmed 2.8%
2025Q4
Current $331.69
5
NVRNVR INC
Consumer Cyclical·Residential Construction
5.99%
of portfolio
Number of shares
53,955 sh
Holdings current value
$300.65M
Avg closing price
$3891
+79.9%
Last action
Trimmed 3.1%
2025Q4
Current $7001
6
DHID R HORTON INC
Consumer Cyclical·Residential Construction
5.73%
of portfolio
Number of shares
2,943,195 sh
Holdings current value
$287.52M
Avg closing price
$80.42
+86.3%
Last action
Trimmed 3.9%
2025Q4
Current $149.81
7
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
5.60%
of portfolio
Number of shares
1,161,951 sh
Holdings current value
$280.90M
Avg closing price
$225.14
+57.8%
Last action
Trimmed 4.6%
2025Q4
Current $355.30
8
SPGSIMON PPTY GROUP INC NEWREIT
Real Estate·REIT - Retail
5.48%
of portfolio
Number of shares
2,457,290 sh
Holdings current value
$275.14M
Avg closing price
$113.37
+81.9%
Last action
Trimmed 4.8%
2025Q4
Current $206.23
9
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
4.85%
of portfolio
Number of shares
2,451,821 sh
Holdings current value
$243.25M
Avg closing price
$77.25
+50.2%
Last action
Added 7.2%
2025Q4
Current $116.04
10
MACMACERICH COREIT
Real Estate·REIT - Retail
4.52%
of portfolio
Number of shares
21,390,798 sh
Holdings current value
$226.74M
Avg closing price
$13.76
+62.1%
Last action
Trimmed 4.3%
2025Q4
Current $22.30
11
TGTTARGET CORP
Consumer Defensive·Discount Stores
4.33%
of portfolio
Number of shares
1,312,334 sh
Holdings current value
$217.36M
Avg closing price
$124.03
+3.1%
Last action
Trimmed 8.2%
2025Q4
Current $127.84
12
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
3.76%
of portfolio
Number of shares
1,446,122 sh
Holdings current value
$188.44M
Avg closing price
$113.09
+174.4%
Last action
Trimmed 2.6%
2025Q4
Current $310.29
13
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
3.73%
of portfolio
Number of shares
12,407,882 sh
Holdings current value
$187.36M
Avg closing price
$12.42
+121.1%
Last action
Exited
2024Q3
Current $27.47
14
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
3.57%
of portfolio
Number of shares
6,268,063 sh
Holdings current value
$179.27M
Avg closing price
$31.01
+73.8%
Last action
Trimmed 3.4%
2025Q4
Current $53.91
15
OVVOVINTIV INC
Energy·Oil & Gas E&P
3.14%
of portfolio
Number of shares
4,371,305 sh
Holdings current value
$157.72M
Avg closing price
$47.13
+12.1%
Last action
Exited
2025Q4
Current $52.81
16
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
3.01%
of portfolio
Number of shares
3,401,187 sh
Holdings current value
$150.91M
Avg closing price
$44.77
+133.8%
Last action
Trimmed 4.0%
2025Q4
Current $104.65
17
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.78%
of portfolio
Number of shares
472,285 sh
Holdings current value
$139.38M
Avg closing price
$253.10
+38.0%
Last action
Trimmed 4.9%
2025Q4
Current $349.40
18
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
2.77%
of portfolio
Number of shares
851,066 sh
Holdings current value
$138.86M
Avg closing price
$101.19
+81.8%
Last action
Exited
2023Q2
Current $183.99
19
APAAPA CORPORATION
Energy·Oil & Gas E&P
2.43%
of portfolio
Number of shares
3,377,365 sh
Holdings current value
$121.79M
Avg closing price
$31.42
+13.8%
Last action
Trimmed 16.3%
2025Q4
Current $35.74
20
UHAL/BU HAUL HOLDING COMPANY
2.21%
of portfolio
Number of shares
2,139,333 sh
Holdings current value
$110.92M
Avg closing price
$56.10
Last action
Trimmed 7.4%
2025Q4
Current —
21
QCOMQUALCOMM INC
Technology·Semiconductors
1.98%
of portfolio
Number of shares
779,700 sh
Holdings current value
$99.47M
Avg closing price
$117.40
+16.0%
Last action
Trimmed 5.3%
2025Q4
Current $136.20
22
CACCCREDIT ACCEP CORP MICH
Financial Services·Credit Services
1.65%
of portfolio
Number of shares
189,396 sh
Holdings current value
$82.58M
Avg closing price
$451.42
+16.9%
Last action
Trimmed 6.5%
2025Q4
Current $527.56
23
BRK.BBERKSHIRE HATHAWAY INC DEL
1.19%
of portfolio
Number of shares
193,618 sh
Holdings current value
$59.78M
Avg closing price
$222.54
+113.3%
Last action
Exited
2025Q2
Current $474.58
24
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
1.19%
of portfolio
Number of shares
1,464,439 sh
Holdings current value
$59.75M
Avg closing price
$38.81
-29.0%
Last action
Exited
2023Q4
Current $27.56
25
DVNDEVON ENERGY CORP NEW
Energy·Oil & Gas E&P
1.06%
of portfolio
Number of shares
1,047,429 sh
Holdings current value
$53.01M
Avg closing price
$48.52
-8.8%
Last action
Exited
2025Q4
Current $44.23
26
UHALAMERCO
Industrials·Rental & Leasing Services
0.69%
of portfolio
Number of shares
578,055 sh
Holdings current value
$34.48M
Avg closing price
$191.83
-72.6%
Last action
Exited
2025Q2
Current $52.63
27
OXY/WSOCCIDENTAL PETE CORPWT
0.23%
of portfolio
Number of shares
287,325 sh
Holdings current value
$11.78M
Avg closing price
$33.29
Last action
Trimmed 0.3%
2025Q4
Current —
28
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
0.20%
of portfolio
Number of shares
561,224 sh
Holdings current value
$9.79M
Avg closing price
$18.08
+35.6%
Last action
Added 200.1%
2025Q4
Current $24.51
29
M46528101FRONTLINE PLC
0.15%
of portfolio
Number of shares
465,321 sh
Holdings current value
$7.61M
Avg closing price
$18.06
Last action
Trimmed 0.8%
2025Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
OXY
8.85% · -13.8%
MRK
6.46% · +11.9%
LEN
6.40% · -11.7%
AXP
6.06% · +101.1%
NVR
5.99% · +25.6%
DHI
5.73% · +53.4%
AMGN
5.60% · +47.0%
SPG
5.48% · +84.2%
COP
4.85% · +17.0%
MAC
4.52% · +110.4%
TGT
4.33% · -22.8%
JPM
3.76% · +138.1%
WBD
3.73% · +81.9%
BAC
3.57% · +88.5%
OVV
3.14% · +46.4%
EBAY
3.01% · +135.9%
HD
2.78% · +18.4%
CVX
2.77% · +12.8%
APA
2.43% · -0.9%
UHAL/B
2.21%
QCOM
1.98% · +6.8%
CACC
1.65% · +21.0%
BRK.B
1.19% · +53.7%
PFE
1.19% · -32.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical5 pos$1.20B24.9%
  • Energy7 pos$1.17B24.2%
  • Financial Services4 pos$754.3M15.6%
  • Healthcare3 pos$664.9M13.8%
  • Real Estate2 pos$501.9M10.4%
  • Consumer Defensive1 pos$217.4M4.5%
  • Communication Services1 pos$187.4M3.9%
  • Technology1 pos$99.5M2.1%
  • Industrials1 pos$34.5M0.7%
(3.8% unclassified, excluded from %)