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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 · 2024Q1
32 positions
1
LENLENNAR CORP
Consumer Cyclical·Residential Construction
6.55%
of portfolio
Number of shares
2,441,883 sh
Holdings current value
$419.96M
Avg closing price
$81.02
+14.5%
Last action
Trimmed 4.9%
2025Q4
Current $92.79
2
OXYOCCIDENTAL PETE CORP
Energy·Oil & Gas E&P
6.36%
of portfolio
Number of shares
6,274,936 sh
Holdings current value
$407.81M
Avg closing price
$46.32
+16.1%
Last action
Trimmed 3.7%
2025Q4
Current $53.79
3
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
6.27%
of portfolio
Number of shares
3,046,975 sh
Holdings current value
$402.05M
Avg closing price
$83.35
+42.9%
Last action
Trimmed 6.1%
2025Q4
Current $119.07
4
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
6.26%
of portfolio
Number of shares
1,760,843 sh
Holdings current value
$400.93M
Avg closing price
$126.79
+161.6%
Last action
Trimmed 2.9%
2025Q4
Current $331.69
5
DHID R HORTON INC
Consumer Cyclical·Residential Construction
5.92%
of portfolio
Number of shares
2,304,319 sh
Holdings current value
$379.18M
Avg closing price
$80.42
+86.3%
Last action
Trimmed 4.9%
2025Q4
Current $149.81
6
SPGSIMON PPTY GROUP INC NEWREIT
Real Estate·REIT - Retail
5.86%
of portfolio
Number of shares
2,399,145 sh
Holdings current value
$375.44M
Avg closing price
$113.37
+81.9%
Last action
Trimmed 4.9%
2025Q4
Current $206.23
7
MACMACERICH COREIT
Real Estate·REIT - Retail
5.03%
of portfolio
Number of shares
18,709,363 sh
Holdings current value
$322.36M
Avg closing price
$13.76
+62.1%
Last action
Trimmed 4.9%
2025Q4
Current $22.30
8
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
4.76%
of portfolio
Number of shares
1,073,851 sh
Holdings current value
$305.32M
Avg closing price
$225.14
+57.8%
Last action
Trimmed 4.9%
2025Q4
Current $355.30
9
OVVOVINTIV INC
Energy·Oil & Gas E&P
4.67%
of portfolio
Number of shares
5,771,196 sh
Holdings current value
$299.53M
Avg closing price
$47.13
+12.1%
Last action
Exited
2025Q4
Current $52.81
10
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
4.53%
of portfolio
Number of shares
1,451,104 sh
Holdings current value
$290.66M
Avg closing price
$113.09
+174.4%
Last action
Trimmed 2.6%
2025Q4
Current $310.29
11
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
4.30%
of portfolio
Number of shares
7,265,332 sh
Holdings current value
$275.50M
Avg closing price
$31.01
+73.8%
Last action
Trimmed 2.9%
2025Q4
Current $53.91
12
DVNDEVON ENERGY CORP NEW
Energy·Oil & Gas E&P
4.21%
of portfolio
Number of shares
5,383,410 sh
Holdings current value
$270.14M
Avg closing price
$48.52
-8.8%
Last action
Exited
2025Q4
Current $44.23
13
NVRNVR INC
Consumer Cyclical·Residential Construction
4.19%
of portfolio
Number of shares
33,161 sh
Holdings current value
$268.60M
Avg closing price
$3891
+79.9%
Last action
Trimmed 4.9%
2025Q4
Current $7001
14
APAAPA CORPORATION
Energy·Oil & Gas E&P
4.16%
of portfolio
Number of shares
7,759,287 sh
Holdings current value
$266.76M
Avg closing price
$31.42
+13.8%
Last action
Trimmed 7.8%
2025Q4
Current $35.74
15
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
3.99%
of portfolio
Number of shares
2,011,508 sh
Holdings current value
$256.02M
Avg closing price
$77.25
+50.2%
Last action
Added 8.9%
2025Q4
Current $116.04
16
TGTTARGET CORP
Consumer Defensive·Discount Stores
3.15%
of portfolio
Number of shares
1,139,865 sh
Holdings current value
$202.00M
Avg closing price
$124.03
+3.1%
Last action
Trimmed 9.3%
2025Q4
Current $127.84
17
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.83%
of portfolio
Number of shares
472,616 sh
Holdings current value
$181.30M
Avg closing price
$253.10
+38.0%
Last action
Trimmed 4.9%
2025Q4
Current $349.40
18
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
2.81%
of portfolio
Number of shares
3,411,153 sh
Holdings current value
$180.04M
Avg closing price
$44.77
+133.8%
Last action
Trimmed 4.0%
2025Q4
Current $104.65
19
UHAL/BU HAUL HOLDING COMPANY
2.26%
of portfolio
Number of shares
2,176,140 sh
Holdings current value
$145.11M
Avg closing price
$56.10
Last action
Trimmed 7.2%
2025Q4
Current —
20
QCOMQUALCOMM INC
Technology·Semiconductors
2.06%
of portfolio
Number of shares
779,802 sh
Holdings current value
$132.02M
Avg closing price
$117.40
+16.0%
Last action
Trimmed 5.3%
2025Q4
Current $136.20
21
CACCCREDIT ACCEP CORP MICH
Financial Services·Credit Services
1.64%
of portfolio
Number of shares
190,279 sh
Holdings current value
$104.95M
Avg closing price
$451.42
+16.9%
Last action
Trimmed 6.4%
2025Q4
Current $527.56
22
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
1.35%
of portfolio
Number of shares
4,322,101 sh
Holdings current value
$86.44M
Avg closing price
$18.08
+35.6%
Last action
Added 9.5%
2025Q4
Current $24.51
23
BRK.BBERKSHIRE HATHAWAY INC DEL
1.27%
of portfolio
Number of shares
194,074 sh
Holdings current value
$81.61M
Avg closing price
$222.54
+113.3%
Last action
Exited
2025Q2
Current $474.58
24
WALWESTERN ALLIANCE BANCORP
Financial Services·Banks - Regional
1.24%
of portfolio
Number of shares
1,236,204 sh
Holdings current value
$79.35M
Avg closing price
$70.45
+12.7%
Last action
Added 22.1%
2025Q4
Current $79.39
25
FITBFIFTH THIRD BANCORP
Financial Services·Banks - Regional
1.18%
of portfolio
Number of shares
2,036,276 sh
Holdings current value
$75.77M
Avg closing price
$40.89
+23.1%
Last action
Added 394.1%
2025Q4
Current $50.34
26
MTBM & T BK CORP
Financial Services·Banks - Regional
1.03%
of portfolio
Number of shares
452,126 sh
Holdings current value
$65.76M
Avg closing price
$139.50
+56.8%
Last action
Trimmed 4.9%
2025Q4
Current $218.79
27
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.90%
of portfolio
Number of shares
6,602,461 sh
Holdings current value
$57.64M
Avg closing price
$12.42
+121.1%
Last action
Exited
2024Q3
Current $27.47
28
UHALAMERCO
Industrials·Rental & Leasing Services
0.58%
of portfolio
Number of shares
547,554 sh
Holdings current value
$36.98M
Avg closing price
$191.83
-72.6%
Last action
Exited
2025Q2
Current $52.63
29
M46528101FRONTLINE PLC
0.22%
of portfolio
Number of shares
614,726 sh
Holdings current value
$13.99M
Avg closing price
$18.06
Last action
Trimmed 0.6%
2025Q4
Current —
30
OXY/WSOCCIDENTAL PETE CORPWT
0.19%
of portfolio
Number of shares
281,600 sh
Holdings current value
$12.14M
Avg closing price
$33.29
Last action
Trimmed 0.3%
2025Q4
Current —
31
WFGWEST FRASER TIMBER CO LTD
Basic Materials·Lumber & Wood Production
0.17%
of portfolio
Number of shares
124,170 sh
Holdings current value
$10.73M
Avg closing price
$80.36
-16.9%
Last action
Trimmed 34.6%
2025Q4
Current $66.79
32
GOOSCANADA GOOSE HLDGS INC
Consumer Cyclical·Apparel Manufacturing
0.06%
of portfolio
Number of shares
298,533 sh
Holdings current value
$3.60M
Avg closing price
$14.08
-15.3%
Last action
Exited
2024Q3
Current $11.93

Portfolio heatmap

Box size = % of portfolio · color = return since filing
LEN
6.55% · -46.0%
OXY
6.36% · -17.2%
MRK
6.27% · -9.8%
AXP
6.26% · +45.7%
DHI
5.92% · -9.0%
SPG
5.86% · +31.8%
MAC
5.03% · +29.4%
AMGN
4.76% · +25.0%
OVV
4.67% · +1.8%
JPM
4.53% · +54.9%
BAC
4.30% · +42.2%
DVN
4.21% · -11.9%
NVR
4.19% · -13.6%
APA
4.16% · +4.0%
COP
3.99% · -8.8%
TGT
3.15% · -27.9%
HD
2.83% · -8.9%
EBAY
2.81% · +98.3%
UHAL/B
2.26%
QCOM
2.06% · -19.6%
CACC
1.64% · -4.3%
CVE
1.35% · +22.6%
BRK.B
1.27% · +12.9%
WAL
1.24% · +23.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Energy6 pos$1.59B25.8%
  • Consumer Cyclical6 pos$1.43B23.3%
  • Financial Services7 pos$1.29B21.0%
  • Healthcare2 pos$707.4M11.5%
  • Real Estate2 pos$697.8M11.3%
  • Consumer Defensive1 pos$202.0M3.3%
  • Technology1 pos$132.0M2.1%
  • Communication Services1 pos$57.6M0.9%
  • Industrials1 pos$37.0M0.6%
  • Basic Materials1 pos$10.7M0.2%
(3.9% unclassified, excluded from %)