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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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  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 · 2023Q3
30 positions
1
OXYOCCIDENTAL PETE CORP
Energy·Oil & Gas E&P
8.99%
of portfolio
Number of shares
6,789,203 sh
Holdings current value
$440.48M
Avg closing price
$46.32
+16.1%
Last action
Trimmed 3.4%
2025Q4
Current $53.79
2
LENLENNAR CORP
Consumer Cyclical·Residential Construction
6.67%
of portfolio
Number of shares
2,911,897 sh
Holdings current value
$326.80M
Avg closing price
$81.02
+14.5%
Last action
Trimmed 4.2%
2025Q4
Current $92.79
3
DHID R HORTON INC
Consumer Cyclical·Residential Construction
6.15%
of portfolio
Number of shares
2,803,574 sh
Holdings current value
$301.30M
Avg closing price
$80.42
+86.3%
Last action
Trimmed 4.1%
2025Q4
Current $149.81
4
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
6.11%
of portfolio
Number of shares
2,910,900 sh
Holdings current value
$299.68M
Avg closing price
$83.35
+42.9%
Last action
Trimmed 6.3%
2025Q4
Current $119.07
5
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
6.09%
of portfolio
Number of shares
1,110,324 sh
Holdings current value
$298.41M
Avg closing price
$225.14
+57.8%
Last action
Trimmed 4.8%
2025Q4
Current $355.30
6
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
5.70%
of portfolio
Number of shares
2,332,225 sh
Holdings current value
$279.40M
Avg closing price
$77.25
+50.2%
Last action
Added 7.6%
2025Q4
Current $116.04
7
OVVOVINTIV INC
Energy·Oil & Gas E&P
5.36%
of portfolio
Number of shares
5,524,515 sh
Holdings current value
$262.80M
Avg closing price
$47.13
+12.1%
Last action
Exited
2025Q4
Current $52.81
8
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
5.35%
of portfolio
Number of shares
1,758,208 sh
Holdings current value
$262.31M
Avg closing price
$126.79
+161.6%
Last action
Trimmed 2.9%
2025Q4
Current $331.69
9
SPGSIMON PPTY GROUP INC NEWREIT
Real Estate·REIT - Retail
5.16%
of portfolio
Number of shares
2,339,906 sh
Holdings current value
$252.78M
Avg closing price
$113.37
+81.9%
Last action
Trimmed 5.0%
2025Q4
Current $206.23
10
NVRNVR INC
Consumer Cyclical·Residential Construction
4.77%
of portfolio
Number of shares
39,204 sh
Holdings current value
$233.79M
Avg closing price
$3891
+79.9%
Last action
Trimmed 4.2%
2025Q4
Current $7001
11
MACMACERICH COREIT
Real Estate·REIT - Retail
4.60%
of portfolio
Number of shares
20,677,213 sh
Holdings current value
$225.59M
Avg closing price
$13.76
+62.1%
Last action
Trimmed 4.5%
2025Q4
Current $22.30
12
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
4.09%
of portfolio
Number of shares
1,381,429 sh
Holdings current value
$200.33M
Avg closing price
$113.09
+174.4%
Last action
Trimmed 2.8%
2025Q4
Current $310.29
13
APAAPA CORPORATION
Energy·Oil & Gas E&P
3.87%
of portfolio
Number of shares
4,609,497 sh
Holdings current value
$189.45M
Avg closing price
$31.42
+13.8%
Last action
Trimmed 12.5%
2025Q4
Current $35.74
14
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
3.34%
of portfolio
Number of shares
5,969,860 sh
Holdings current value
$163.45M
Avg closing price
$31.01
+73.8%
Last action
Trimmed 3.5%
2025Q4
Current $53.91
15
DVNDEVON ENERGY CORP NEW
Energy·Oil & Gas E&P
3.18%
of portfolio
Number of shares
3,264,859 sh
Holdings current value
$155.73M
Avg closing price
$48.52
-8.8%
Last action
Exited
2025Q4
Current $44.23
16
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
2.92%
of portfolio
Number of shares
3,247,100 sh
Holdings current value
$143.16M
Avg closing price
$44.77
+133.8%
Last action
Trimmed 4.2%
2025Q4
Current $104.65
17
TGTTARGET CORP
Consumer Defensive·Discount Stores
2.82%
of portfolio
Number of shares
1,251,204 sh
Holdings current value
$138.35M
Avg closing price
$124.03
+3.1%
Last action
Trimmed 8.5%
2025Q4
Current $127.84
18
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.77%
of portfolio
Number of shares
450,055 sh
Holdings current value
$135.99M
Avg closing price
$253.10
+38.0%
Last action
Trimmed 5.2%
2025Q4
Current $349.40
19
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
2.62%
of portfolio
Number of shares
11,823,222 sh
Holdings current value
$128.40M
Avg closing price
$12.42
+121.1%
Last action
Exited
2024Q3
Current $27.47
20
UHAL/BU HAUL HOLDING COMPANY
2.26%
of portfolio
Number of shares
2,116,253 sh
Holdings current value
$110.87M
Avg closing price
$56.10
Last action
Trimmed 7.4%
2025Q4
Current —
21
CACCCREDIT ACCEP CORP MICH
Financial Services·Credit Services
1.72%
of portfolio
Number of shares
183,139 sh
Holdings current value
$84.27M
Avg closing price
$451.42
+16.9%
Last action
Trimmed 6.7%
2025Q4
Current $527.56
22
QCOMQUALCOMM INC
Technology·Semiconductors
1.68%
of portfolio
Number of shares
742,346 sh
Holdings current value
$82.44M
Avg closing price
$117.40
+16.0%
Last action
Trimmed 5.5%
2025Q4
Current $136.20
23
BRK.BBERKSHIRE HATHAWAY INC DEL
1.32%
of portfolio
Number of shares
184,814 sh
Holdings current value
$64.74M
Avg closing price
$222.54
+113.3%
Last action
Exited
2025Q2
Current $474.58
24
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
0.95%
of portfolio
Number of shares
1,397,536 sh
Holdings current value
$46.36M
Avg closing price
$38.81
-29.0%
Last action
Exited
2023Q4
Current $27.56
25
UHALAMERCO
Industrials·Rental & Leasing Services
0.59%
of portfolio
Number of shares
529,912 sh
Holdings current value
$28.92M
Avg closing price
$191.83
-72.6%
Last action
Exited
2025Q2
Current $52.63
26
OXY/WSOCCIDENTAL PETE CORPWT
0.27%
of portfolio
Number of shares
301,590 sh
Holdings current value
$13.04M
Avg closing price
$33.29
Last action
Trimmed 0.3%
2025Q4
Current —
27
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
0.25%
of portfolio
Number of shares
588,769 sh
Holdings current value
$12.26M
Avg closing price
$18.08
+35.6%
Last action
Added 174.4%
2025Q4
Current $24.51
28
M46528101FRONTLINE PLC
0.18%
of portfolio
Number of shares
487,451 sh
Holdings current value
$8.98M
Avg closing price
$18.06
Last action
Trimmed 0.7%
2025Q4
Current —
29
WFGWEST FRASER TIMBER CO LTD
Basic Materials·Lumber & Wood Production
0.15%
of portfolio
Number of shares
98,579 sh
Holdings current value
$7.16M
Avg closing price
$80.36
-16.9%
Last action
Trimmed 40.0%
2025Q4
Current $66.79
30
GOOSCANADA GOOSE HLDGS INC
Consumer Cyclical·Apparel Manufacturing
0.07%
of portfolio
Number of shares
236,912 sh
Holdings current value
$3.47M
Avg closing price
$14.08
-15.3%
Last action
Exited
2024Q3
Current $11.93

Portfolio heatmap

Box size = % of portfolio · color = return since filing
OXY
8.99% · -17.1%
LEN
6.67% · -17.3%
DHI
6.15% · +39.4%
MRK
6.11% · +15.7%
AMGN
6.09% · +32.2%
COP
5.70% · -3.1%
OVV
5.36% · +11.0%
AXP
5.35% · +122.3%
SPG
5.16% · +90.9%
NVR
4.77% · +17.4%
MAC
4.60% · +104.4%
JPM
4.09% · +114.0%
APA
3.87% · -13.0%
BAC
3.34% · +96.9%
DVN
3.18% · -7.3%
EBAY
2.92% · +137.4%
TGT
2.82% · +15.6%
HD
2.77% · +15.6%
WBD
2.62% · +152.9%
UHAL/B
2.26%
CACC
1.72% · +14.7%
QCOM
1.68% · +22.6%
BRK.B
1.32% · +35.5%
PFE
0.95% · -16.9%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Energy6 pos$1.34B28.5%
  • Consumer Cyclical6 pos$1.14B24.3%
  • Financial Services4 pos$710.4M15.1%
  • Healthcare3 pos$644.4M13.7%
  • Real Estate2 pos$478.4M10.2%
  • Consumer Defensive1 pos$138.3M2.9%
  • Communication Services1 pos$128.4M2.7%
  • Technology1 pos$82.4M1.8%
  • Industrials1 pos$28.9M0.6%
  • Basic Materials1 pos$7.2M0.2%
(4.0% unclassified, excluded from %)