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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 · 2023Q2
28 positions
1
OXYOCCIDENTAL PETE CORP
Energy·Oil & Gas E&P
8.19%
of portfolio
Number of shares
7,010,978 sh
Holdings current value
$412.25M
Avg closing price
$46.32
+16.1%
Last action
Trimmed 3.3%
2025Q4
Current $53.79
2
LENLENNAR CORP
Consumer Cyclical·Residential Construction
7.50%
of portfolio
Number of shares
3,012,527 sh
Holdings current value
$377.50M
Avg closing price
$81.02
+14.5%
Last action
Trimmed 4.0%
2025Q4
Current $92.79
3
DHID R HORTON INC
Consumer Cyclical·Residential Construction
7.01%
of portfolio
Number of shares
2,900,578 sh
Holdings current value
$352.97M
Avg closing price
$80.42
+86.3%
Last action
Trimmed 3.9%
2025Q4
Current $149.81
4
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
6.90%
of portfolio
Number of shares
3,010,773 sh
Holdings current value
$347.41M
Avg closing price
$83.35
+42.9%
Last action
Trimmed 6.1%
2025Q4
Current $119.07
5
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
6.29%
of portfolio
Number of shares
1,818,692 sh
Holdings current value
$316.82M
Avg closing price
$126.79
+161.6%
Last action
Trimmed 2.9%
2025Q4
Current $331.69
6
SPGSIMON PPTY GROUP INC NEWREIT
Real Estate·REIT - Retail
5.55%
of portfolio
Number of shares
2,419,000 sh
Holdings current value
$279.35M
Avg closing price
$113.37
+81.9%
Last action
Trimmed 4.9%
2025Q4
Current $206.23
7
NVRNVR INC
Consumer Cyclical·Residential Construction
5.10%
of portfolio
Number of shares
40,468 sh
Holdings current value
$257.00M
Avg closing price
$3891
+79.9%
Last action
Trimmed 4.1%
2025Q4
Current $7001
8
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
5.06%
of portfolio
Number of shares
1,148,553 sh
Holdings current value
$255.00M
Avg closing price
$225.14
+57.8%
Last action
Trimmed 4.6%
2025Q4
Current $355.30
9
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
4.96%
of portfolio
Number of shares
2,412,407 sh
Holdings current value
$249.95M
Avg closing price
$77.25
+50.2%
Last action
Added 7.3%
2025Q4
Current $116.04
10
MACMACERICH COREIT
Real Estate·REIT - Retail
4.70%
of portfolio
Number of shares
21,018,847 sh
Holdings current value
$236.88M
Avg closing price
$13.76
+62.1%
Last action
Trimmed 4.4%
2025Q4
Current $22.30
11
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
4.12%
of portfolio
Number of shares
1,425,683 sh
Holdings current value
$207.35M
Avg closing price
$113.09
+174.4%
Last action
Trimmed 2.7%
2025Q4
Current $310.29
12
OVVOVINTIV INC
Energy·Oil & Gas E&P
4.07%
of portfolio
Number of shares
5,388,499 sh
Holdings current value
$205.14M
Avg closing price
$47.13
+12.1%
Last action
Exited
2025Q4
Current $52.81
13
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
3.51%
of portfolio
Number of shares
6,162,605 sh
Holdings current value
$176.81M
Avg closing price
$31.01
+73.8%
Last action
Trimmed 3.4%
2025Q4
Current $53.91
14
TGTTARGET CORP
Consumer Defensive·Discount Stores
3.38%
of portfolio
Number of shares
1,291,467 sh
Holdings current value
$170.34M
Avg closing price
$124.03
+3.1%
Last action
Trimmed 8.3%
2025Q4
Current $127.84
15
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
3.04%
of portfolio
Number of shares
12,204,429 sh
Holdings current value
$153.04M
Avg closing price
$12.42
+121.1%
Last action
Exited
2024Q3
Current $27.47
16
APAAPA CORPORATION
Energy·Oil & Gas E&P
3.01%
of portfolio
Number of shares
4,441,563 sh
Holdings current value
$151.77M
Avg closing price
$31.42
+13.8%
Last action
Trimmed 12.9%
2025Q4
Current $35.74
17
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
2.97%
of portfolio
Number of shares
3,351,406 sh
Holdings current value
$149.77M
Avg closing price
$44.77
+133.8%
Last action
Trimmed 4.0%
2025Q4
Current $104.65
18
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.87%
of portfolio
Number of shares
464,552 sh
Holdings current value
$144.31M
Avg closing price
$253.10
+38.0%
Last action
Trimmed 5.0%
2025Q4
Current $349.40
19
DVNDEVON ENERGY CORP NEW
Energy·Oil & Gas E&P
2.45%
of portfolio
Number of shares
2,550,354 sh
Holdings current value
$123.28M
Avg closing price
$48.52
-8.8%
Last action
Exited
2025Q4
Current $44.23
20
UHAL/BU HAUL HOLDING COMPANY
2.14%
of portfolio
Number of shares
2,126,818 sh
Holdings current value
$107.77M
Avg closing price
$56.10
Last action
Trimmed 7.4%
2025Q4
Current —
21
CACCCREDIT ACCEP CORP MICH
Financial Services·Credit Services
1.89%
of portfolio
Number of shares
187,007 sh
Holdings current value
$94.99M
Avg closing price
$451.42
+16.9%
Last action
Trimmed 6.5%
2025Q4
Current $527.56
22
QCOMQUALCOMM INC
Technology·Semiconductors
1.81%
of portfolio
Number of shares
766,223 sh
Holdings current value
$91.21M
Avg closing price
$117.40
+16.0%
Last action
Trimmed 5.4%
2025Q4
Current $136.20
23
BRK.BBERKSHIRE HATHAWAY INC DEL
1.29%
of portfolio
Number of shares
190,736 sh
Holdings current value
$65.04M
Avg closing price
$222.54
+113.3%
Last action
Exited
2025Q2
Current $474.58
24
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
1.05%
of portfolio
Number of shares
1,442,447 sh
Holdings current value
$52.91M
Avg closing price
$38.81
-29.0%
Last action
Exited
2023Q4
Current $27.56
25
UHALAMERCO
Industrials·Rental & Leasing Services
0.60%
of portfolio
Number of shares
550,215 sh
Holdings current value
$30.44M
Avg closing price
$191.83
-72.6%
Last action
Exited
2025Q2
Current $52.63
26
OXY/WSOCCIDENTAL PETE CORPWT
0.21%
of portfolio
Number of shares
290,115 sh
Holdings current value
$10.83M
Avg closing price
$33.29
Last action
Trimmed 0.3%
2025Q4
Current —
27
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
0.19%
of portfolio
Number of shares
566,355 sh
Holdings current value
$9.62M
Avg closing price
$18.08
+35.6%
Last action
Added 194.8%
2025Q4
Current $24.51
28
M46528101FRONTLINE PLC
0.13%
of portfolio
Number of shares
468,869 sh
Holdings current value
$6.75M
Avg closing price
$18.06
Last action
Trimmed 0.7%
2025Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
OXY
8.19% · -8.5%
LEN
7.50% · -26.0%
DHI
7.01% · +23.1%
MRK
6.90% · +3.2%
AXP
6.29% · +90.4%
SPG
5.55% · +78.6%
NVR
5.10% · +10.2%
AMGN
5.06% · +60.0%
COP
4.96% · +12.0%
MAC
4.70% · +97.9%
JPM
4.12% · +113.3%
OVV
4.07% · +38.7%
BAC
3.51% · +87.9%
TGT
3.38% · -3.1%
WBD
3.04% · +119.1%
APA
3.01% · +4.6%
EBAY
2.97% · +134.2%
HD
2.87% · +12.5%
DVN
2.45% · -8.5%
UHAL/B
2.14%
CACC
1.89% · +3.9%
QCOM
1.81% · +14.4%
BRK.B
1.29% · +39.2%
PFE
1.05% · -24.9%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical5 pos$1.28B26.4%
  • Energy6 pos$1.15B23.8%
  • Financial Services4 pos$796.0M16.4%
  • Healthcare3 pos$655.3M13.5%
  • Real Estate2 pos$516.2M10.7%
  • Consumer Defensive1 pos$170.3M3.5%
  • Communication Services1 pos$153.0M3.2%
  • Technology1 pos$91.2M1.9%
  • Industrials1 pos$30.4M0.6%
(3.8% unclassified, excluded from %)