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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 · 2024Q2
32 positions
1
OXYOCCIDENTAL PETE CORP
Energy·Oil & Gas E&P
6.40%
of portfolio
Number of shares
6,506,257 sh
Holdings current value
$410.09M
Avg closing price
$46.32
+16.1%
Last action
Trimmed 3.6%
2025Q4
Current $53.79
2
LENLENNAR CORP
Consumer Cyclical·Residential Construction
6.03%
of portfolio
Number of shares
2,577,009 sh
Holdings current value
$386.22M
Avg closing price
$81.02
+14.5%
Last action
Trimmed 4.7%
2025Q4
Current $92.79
3
SPGSIMON PPTY GROUP INC NEWREIT
Real Estate·REIT - Retail
6.00%
of portfolio
Number of shares
2,531,977 sh
Holdings current value
$384.35M
Avg closing price
$113.37
+81.9%
Last action
Trimmed 4.7%
2025Q4
Current $206.23
4
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
5.72%
of portfolio
Number of shares
2,958,823 sh
Holdings current value
$366.30M
Avg closing price
$83.35
+42.9%
Last action
Trimmed 6.2%
2025Q4
Current $119.07
5
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
5.69%
of portfolio
Number of shares
1,574,522 sh
Holdings current value
$364.58M
Avg closing price
$126.79
+161.6%
Last action
Trimmed 3.3%
2025Q4
Current $331.69
6
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
5.53%
of portfolio
Number of shares
1,133,307 sh
Holdings current value
$354.10M
Avg closing price
$225.14
+57.8%
Last action
Trimmed 4.7%
2025Q4
Current $355.30
7
DHID R HORTON INC
Consumer Cyclical·Residential Construction
5.35%
of portfolio
Number of shares
2,431,838 sh
Holdings current value
$342.72M
Avg closing price
$80.42
+86.3%
Last action
Trimmed 4.7%
2025Q4
Current $149.81
8
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
4.76%
of portfolio
Number of shares
7,667,603 sh
Holdings current value
$304.94M
Avg closing price
$31.01
+73.8%
Last action
Trimmed 2.8%
2025Q4
Current $53.91
9
MACMACERICH COREIT
Real Estate·REIT - Retail
4.76%
of portfolio
Number of shares
19,744,659 sh
Holdings current value
$304.86M
Avg closing price
$13.76
+62.1%
Last action
Trimmed 4.7%
2025Q4
Current $22.30
10
OVVOVINTIV INC
Energy·Oil & Gas E&P
4.46%
of portfolio
Number of shares
6,090,668 sh
Holdings current value
$285.47M
Avg closing price
$47.13
+12.1%
Last action
Exited
2025Q4
Current $52.81
11
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
4.30%
of portfolio
Number of shares
1,361,980 sh
Holdings current value
$275.47M
Avg closing price
$113.09
+174.4%
Last action
Trimmed 2.8%
2025Q4
Current $310.29
12
APAAPA CORPORATION
Energy·Oil & Gas E&P
4.29%
of portfolio
Number of shares
9,341,410 sh
Holdings current value
$275.01M
Avg closing price
$31.42
+13.8%
Last action
Trimmed 6.6%
2025Q4
Current $35.74
13
DVNDEVON ENERGY CORP NEW
Energy·Oil & Gas E&P
4.20%
of portfolio
Number of shares
5,681,323 sh
Holdings current value
$269.29M
Avg closing price
$48.52
-8.8%
Last action
Exited
2025Q4
Current $44.23
14
NVRNVR INC
Consumer Cyclical·Residential Construction
4.15%
of portfolio
Number of shares
34,995 sh
Holdings current value
$265.56M
Avg closing price
$3891
+79.9%
Last action
Trimmed 4.7%
2025Q4
Current $7001
15
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
3.79%
of portfolio
Number of shares
2,122,839 sh
Holdings current value
$242.81M
Avg closing price
$77.25
+50.2%
Last action
Added 8.4%
2025Q4
Current $116.04
16
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
3.40%
of portfolio
Number of shares
11,064,186 sh
Holdings current value
$217.48M
Avg closing price
$18.08
+35.6%
Last action
Added 3.5%
2025Q4
Current $24.51
17
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
3.02%
of portfolio
Number of shares
3,600,052 sh
Holdings current value
$193.39M
Avg closing price
$44.77
+133.8%
Last action
Trimmed 3.8%
2025Q4
Current $104.65
18
TGTTARGET CORP
Consumer Defensive·Discount Stores
2.78%
of portfolio
Number of shares
1,202,534 sh
Holdings current value
$178.02M
Avg closing price
$124.03
+3.1%
Last action
Trimmed 8.8%
2025Q4
Current $127.84
19
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.68%
of portfolio
Number of shares
498,788 sh
Holdings current value
$171.70M
Avg closing price
$253.10
+38.0%
Last action
Trimmed 4.7%
2025Q4
Current $349.40
20
UHAL/BU HAUL HOLDING COMPANY
2.18%
of portfolio
Number of shares
2,327,119 sh
Holdings current value
$139.67M
Avg closing price
$56.10
Last action
Trimmed 6.8%
2025Q4
Current —
21
QCOMQUALCOMM INC
Technology·Semiconductors
2.07%
of portfolio
Number of shares
664,319 sh
Holdings current value
$132.32M
Avg closing price
$117.40
+16.0%
Last action
Trimmed 6.1%
2025Q4
Current $136.20
22
CACCCREDIT ACCEP CORP MICH
Financial Services·Credit Services
1.61%
of portfolio
Number of shares
200,816 sh
Holdings current value
$103.36M
Avg closing price
$451.42
+16.9%
Last action
Trimmed 6.1%
2025Q4
Current $527.56
23
BRK.BBERKSHIRE HATHAWAY INC DEL
1.30%
of portfolio
Number of shares
204,821 sh
Holdings current value
$83.32M
Avg closing price
$222.54
+113.3%
Last action
Exited
2025Q2
Current $474.58
24
WALWESTERN ALLIANCE BANCORP
Financial Services·Banks - Regional
1.28%
of portfolio
Number of shares
1,304,652 sh
Holdings current value
$81.96M
Avg closing price
$70.45
+12.7%
Last action
Added 20.7%
2025Q4
Current $79.39
25
FITBFIFTH THIRD BANCORP
Financial Services·Banks - Regional
1.22%
of portfolio
Number of shares
2,149,023 sh
Holdings current value
$78.42M
Avg closing price
$40.89
+23.1%
Last action
Added 309.4%
2025Q4
Current $50.34
26
MTBM & T BK CORP
Financial Services·Banks - Regional
1.13%
of portfolio
Number of shares
477,160 sh
Holdings current value
$72.22M
Avg closing price
$139.50
+56.8%
Last action
Trimmed 4.7%
2025Q4
Current $218.79
27
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.81%
of portfolio
Number of shares
6,967,843 sh
Holdings current value
$51.84M
Avg closing price
$12.42
+121.1%
Last action
Exited
2024Q3
Current $27.47
28
UHALAMERCO
Industrials·Rental & Leasing Services
0.53%
of portfolio
Number of shares
547,402 sh
Holdings current value
$33.79M
Avg closing price
$191.83
-72.6%
Last action
Exited
2025Q2
Current $52.63
29
M46528101FRONTLINE PLC
0.26%
of portfolio
Number of shares
638,050 sh
Holdings current value
$16.71M
Avg closing price
$18.06
Last action
Trimmed 0.6%
2025Q4
Current —
30
WFGWEST FRASER TIMBER CO LTD
Basic Materials·Lumber & Wood Production
0.13%
of portfolio
Number of shares
112,365 sh
Holdings current value
$8.63M
Avg closing price
$80.36
-16.9%
Last action
Trimmed 36.9%
2025Q4
Current $66.79
31
OXY/WSOCCIDENTAL PETE CORPWT
0.10%
of portfolio
Number of shares
161,688 sh
Holdings current value
$6.66M
Avg closing price
$33.29
Last action
Trimmed 0.6%
2025Q4
Current —
32
GOOSCANADA GOOSE HLDGS INC
Consumer Cyclical·Apparel Manufacturing
0.06%
of portfolio
Number of shares
309,861 sh
Holdings current value
$4.01M
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
6.40% · -14.7%
LEN
6.03% · -38.1%
SPG
6.00% · +35.9%
MRK
5.72% · -3.8%
AXP
5.69% · +43.2%
AMGN
5.53% · +13.7%
DHI
5.35% · +6.3%
BAC
4.76% · +35.6%
MAC
4.76% · +44.4%
OVV
4.46% · +12.7%
JPM
4.30% · +53.4%
APA
4.29% · +21.4%
DVN
4.20% · -6.7%
NVR
4.15% · -7.7%
COP
3.79% · +1.5%
CVE
3.40% · +24.7%
EBAY
3.02% · +94.8%
TGT
2.78% · -13.6%
HD
2.68% · +1.5%
UHAL/B
2.18%
QCOM
2.07% · -31.6%
CACC
1.61% · +2.5%
BRK.B
1.30% · +16.7%
WAL
1.28% · +26.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Energy6 pos$1.70B27.6%
  • Consumer Cyclical6 pos$1.36B22.1%
  • Financial Services7 pos$1.28B20.8%
  • Healthcare2 pos$720.4M11.7%
  • Real Estate2 pos$689.2M11.2%
  • Consumer Defensive1 pos$178.0M2.9%
  • Technology1 pos$132.3M2.1%
  • Communication Services1 pos$51.8M0.8%
  • Industrials1 pos$33.8M0.5%
  • Basic Materials1 pos$8.6M0.1%
(3.8% unclassified, excluded from %)