OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Bill Smead (Smead Capital)
  • Overview
  • Portfolio32
  • Performance40Q
  • Options
  • Activity1.2k
  • News
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 · 2024Q4
34 positions
1
SPGSIMON PPTY GROUP INC NEWREIT
Real Estate·REIT - Retail
6.83%
of portfolio
Number of shares
2,558,289 sh
Holdings current value
$440.56M
Avg closing price
$113.37
+81.9%
Last action
Trimmed 4.6%
2025Q4
Current $206.23
2
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
6.19%
of portfolio
Number of shares
1,344,431 sh
Holdings current value
$399.01M
Avg closing price
$126.79
+161.6%
Last action
Trimmed 3.8%
2025Q4
Current $331.69
3
MACMACERICH COREIT
Real Estate·REIT - Retail
6.16%
of portfolio
Number of shares
19,949,757 sh
Holdings current value
$397.40M
Avg closing price
$13.76
+62.1%
Last action
Trimmed 4.6%
2025Q4
Current $22.30
4
LENLENNAR CORP
Consumer Cyclical·Residential Construction
5.50%
of portfolio
Number of shares
2,603,555 sh
Holdings current value
$355.05M
Avg closing price
$81.02
+14.5%
Last action
Trimmed 4.6%
2025Q4
Current $92.79
5
DHID R HORTON INC
Consumer Cyclical·Residential Construction
5.33%
of portfolio
Number of shares
2,456,911 sh
Holdings current value
$343.53M
Avg closing price
$80.42
+86.3%
Last action
Trimmed 4.6%
2025Q4
Current $149.81
6
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
5.09%
of portfolio
Number of shares
3,300,210 sh
Holdings current value
$328.30M
Avg closing price
$83.35
+42.9%
Last action
Trimmed 5.6%
2025Q4
Current $119.07
7
OXYOCCIDENTAL PETE CORP
Energy·Oil & Gas E&P
5.02%
of portfolio
Number of shares
6,549,155 sh
Holdings current value
$323.59M
Avg closing price
$46.32
+16.1%
Last action
Trimmed 3.6%
2025Q4
Current $53.79
8
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
4.63%
of portfolio
Number of shares
1,145,056 sh
Holdings current value
$298.45M
Avg closing price
$225.14
+57.8%
Last action
Trimmed 4.6%
2025Q4
Current $355.30
9
APAAPA CORPORATION
Energy·Oil & Gas E&P
4.54%
of portfolio
Number of shares
12,681,405 sh
Holdings current value
$292.81M
Avg closing price
$31.42
+13.8%
Last action
Trimmed 4.9%
2025Q4
Current $35.74
10
NVRNVR INC
Consumer Cyclical·Residential Construction
4.48%
of portfolio
Number of shares
35,355 sh
Holdings current value
$289.17M
Avg closing price
$3891
+79.9%
Last action
Trimmed 4.6%
2025Q4
Current $7001
11
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
4.22%
of portfolio
Number of shares
6,195,818 sh
Holdings current value
$272.31M
Avg closing price
$31.01
+73.8%
Last action
Trimmed 3.4%
2025Q4
Current $53.91
12
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
4.02%
of portfolio
Number of shares
1,080,528 sh
Holdings current value
$259.01M
Avg closing price
$113.09
+174.4%
Last action
Trimmed 3.5%
2025Q4
Current $310.29
13
OVVOVINTIV INC
Energy·Oil & Gas E&P
3.86%
of portfolio
Number of shares
6,142,821 sh
Holdings current value
$248.78M
Avg closing price
$47.13
+12.1%
Last action
Exited
2025Q4
Current $52.81
14
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
3.55%
of portfolio
Number of shares
15,123,232 sh
Holdings current value
$229.10M
Avg closing price
$18.08
+35.6%
Last action
Added 2.5%
2025Q4
Current $24.51
15
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
3.49%
of portfolio
Number of shares
3,637,757 sh
Holdings current value
$225.36M
Avg closing price
$44.77
+133.8%
Last action
Trimmed 3.7%
2025Q4
Current $104.65
16
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
3.30%
of portfolio
Number of shares
2,144,865 sh
Holdings current value
$212.71M
Avg closing price
$77.25
+50.2%
Last action
Added 8.3%
2025Q4
Current $116.04
17
TGTTARGET CORP
Consumer Defensive·Discount Stores
3.13%
of portfolio
Number of shares
1,491,157 sh
Holdings current value
$201.57M
Avg closing price
$124.03
+3.1%
Last action
Trimmed 7.2%
2025Q4
Current $127.84
18
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
3.04%
of portfolio
Number of shares
503,875 sh
Holdings current value
$196.00M
Avg closing price
$253.10
+38.0%
Last action
Trimmed 4.7%
2025Q4
Current $349.40
19
DVNDEVON ENERGY CORP NEW
Energy·Oil & Gas E&P
2.91%
of portfolio
Number of shares
5,734,353 sh
Holdings current value
$187.69M
Avg closing price
$48.52
-8.8%
Last action
Exited
2025Q4
Current $44.23
20
UHAL/BU HAUL HOLDING COMPANY
2.44%
of portfolio
Number of shares
2,456,781 sh
Holdings current value
$157.36M
Avg closing price
$56.10
Last action
Trimmed 6.5%
2025Q4
Current —
21
WALWESTERN ALLIANCE BANCORP
Financial Services·Banks - Regional
1.71%
of portfolio
Number of shares
1,318,211 sh
Holdings current value
$110.12M
Avg closing price
$70.45
+12.7%
Last action
Added 20.4%
2025Q4
Current $79.39
22
QCOMQUALCOMM INC
Technology·Semiconductors
1.60%
of portfolio
Number of shares
671,266 sh
Holdings current value
$103.12M
Avg closing price
$117.40
+16.0%
Last action
Trimmed 6.1%
2025Q4
Current $136.20
23
CACCCREDIT ACCEP CORP MICH
Financial Services·Credit Services
1.48%
of portfolio
Number of shares
202,907 sh
Holdings current value
$95.26M
Avg closing price
$451.42
+16.9%
Last action
Trimmed 6.1%
2025Q4
Current $527.56
24
BRK.BBERKSHIRE HATHAWAY INC DEL
1.45%
of portfolio
Number of shares
206,954 sh
Holdings current value
$93.81M
Avg closing price
$222.54
+113.3%
Last action
Exited
2025Q2
Current $474.58
25
FITBFIFTH THIRD BANCORP
Financial Services·Banks - Regional
1.42%
of portfolio
Number of shares
2,171,369 sh
Holdings current value
$91.81M
Avg closing price
$40.89
+23.1%
Last action
Added 296.8%
2025Q4
Current $50.34
26
MTBM & T BK CORP
Financial Services·Banks - Regional
1.41%
of portfolio
Number of shares
482,120 sh
Holdings current value
$90.64M
Avg closing price
$139.50
+56.8%
Last action
Trimmed 4.6%
2025Q4
Current $218.79
27
ULTAULTA BEAUTY INC
Consumer Cyclical·Specialty Retail
1.38%
of portfolio
Number of shares
204,891 sh
Holdings current value
$89.11M
Avg closing price
$359.99
+53.7%
Last action
Trimmed 4.6%
2025Q4
Current $553.36
28
SIRISIRIUSXM HOLDINGS INC
Communication Services·Entertainment
0.95%
of portfolio
Number of shares
2,680,495 sh
Holdings current value
$61.12M
Avg closing price
$22.80
+11.8%
Last action
Exited
2025Q2
Current $25.48
29
UHALAMERCO
Industrials·Rental & Leasing Services
0.48%
of portfolio
Number of shares
447,967 sh
Holdings current value
$30.95M
Avg closing price
$191.83
-72.6%
Last action
Exited
2025Q2
Current $52.63
30
WFGWEST FRASER TIMBER CO LTD
Basic Materials·Lumber & Wood Production
0.16%
of portfolio
Number of shares
122,321 sh
Holdings current value
$10.59M
Avg closing price
$80.36
-16.9%
Last action
Trimmed 34.9%
2025Q4
Current $66.79
31
M46528101FRONTLINE PLC
0.15%
of portfolio
Number of shares
694,444 sh
Holdings current value
$9.55M
Avg closing price
$18.06
Last action
Trimmed 0.5%
2025Q4
Current —
32
OXY/WSOCCIDENTAL PETE CORPWT
0.07%
of portfolio
Number of shares
156,248 sh
Holdings current value
$4.30M
Avg closing price
$33.29
Last action
Trimmed 0.6%
2025Q4
Current —
33
IWDISHARES TRETF
0.02%
of portfolio
Number of shares
7,247 sh
Holdings current value
$1.34M
Avg closing price
$191.86
+18.4%
Last action
Trimmed 13.3%
2025Q4
Current $227.15
34
VTVVANGUARD INDEX FDSETF
0.01%
of portfolio
Number of shares
4,726 sh
Holdings current value
$800.3K
Avg closing price
$169.34
+20.6%
Last action
Exited
2025Q4
Current $204.24

Portfolio heatmap

Box size = % of portfolio · color = return since filing
SPG
6.83% · +19.8%
AXP
6.19% · +11.8%
MAC
6.16% · +11.9%
LEN
5.50% · -32.0%
DHI
5.33% · +7.1%
MRK
5.09% · +19.7%
OXY
5.02% · +8.9%
AMGN
4.63% · +36.3%
APA
4.54% · +54.8%
NVR
4.48% · -14.4%
BAC
4.22% · +22.7%
JPM
4.02% · +29.4%
OVV
3.86% · +30.4%
CVE
3.55% · +61.8%
EBAY
3.49% · +68.9%
COP
3.30% · +17.0%
TGT
3.13% · -5.4%
HD
3.04% · -10.2%
DVN
2.91% · +35.1%
UHAL/B
2.44%
WAL
1.71% · -5.0%
QCOM
1.60% · -11.3%
CACC
1.48% · +12.4%
BRK.B
1.45% · +4.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical6 pos$1.50B24.2%
  • Energy6 pos$1.49B24.2%
  • Financial Services7 pos$1.32B21.3%
  • Real Estate2 pos$838.0M13.6%
  • Healthcare2 pos$626.8M10.1%
  • Consumer Defensive1 pos$201.6M3.3%
  • Technology1 pos$103.1M1.7%
  • Communication Services1 pos$61.1M1.0%
  • Industrials1 pos$31.0M0.5%
  • Basic Materials1 pos$10.6M0.2%
(4.1% unclassified, excluded from %)