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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 · 2025Q1
34 positions
1
SPGSIMON PPTY GROUP INC NEWREIT
Real Estate·REIT - Retail
6.65%
of portfolio
Number of shares
2,336,798 sh
Holdings current value
$388.10M
Avg closing price
$113.37
+81.9%
Last action
Trimmed 5.0%
2025Q4
Current $206.23
2
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
5.67%
of portfolio
Number of shares
1,228,274 sh
Holdings current value
$330.47M
Avg closing price
$126.79
+161.6%
Last action
Trimmed 4.2%
2025Q4
Current $331.69
3
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
5.59%
of portfolio
Number of shares
1,046,014 sh
Holdings current value
$325.89M
Avg closing price
$225.14
+57.8%
Last action
Trimmed 5.0%
2025Q4
Current $355.30
4
MACMACERICH COREIT
Real Estate·REIT - Retail
5.36%
of portfolio
Number of shares
18,214,281 sh
Holdings current value
$312.74M
Avg closing price
$13.76
+62.1%
Last action
Trimmed 5.0%
2025Q4
Current $22.30
5
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
5.13%
of portfolio
Number of shares
3,334,566 sh
Holdings current value
$299.31M
Avg closing price
$83.35
+42.9%
Last action
Trimmed 5.6%
2025Q4
Current $119.07
6
OXYOCCIDENTAL PETE CORP
Energy·Oil & Gas E&P
5.02%
of portfolio
Number of shares
5,937,965 sh
Holdings current value
$293.10M
Avg closing price
$46.32
+16.1%
Last action
Trimmed 3.9%
2025Q4
Current $53.79
7
DHID R HORTON INC
Consumer Cyclical·Residential Construction
4.89%
of portfolio
Number of shares
2,243,666 sh
Holdings current value
$285.24M
Avg closing price
$80.42
+86.3%
Last action
Trimmed 5.0%
2025Q4
Current $149.81
8
LENLENNAR CORP
Consumer Cyclical·Residential Construction
4.68%
of portfolio
Number of shares
2,377,483 sh
Holdings current value
$272.89M
Avg closing price
$81.02
+14.5%
Last action
Trimmed 5.1%
2025Q4
Current $92.79
9
APAAPA CORPORATION
Energy·Oil & Gas E&P
4.47%
of portfolio
Number of shares
12,404,821 sh
Holdings current value
$260.75M
Avg closing price
$31.42
+13.8%
Last action
Trimmed 5.0%
2025Q4
Current $35.74
10
OVVOVINTIV INC
Energy·Oil & Gas E&P
4.44%
of portfolio
Number of shares
6,049,598 sh
Holdings current value
$258.92M
Avg closing price
$47.13
+12.1%
Last action
Exited
2025Q4
Current $52.81
11
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
4.15%
of portfolio
Number of shares
987,155 sh
Holdings current value
$242.15M
Avg closing price
$113.09
+174.4%
Last action
Trimmed 3.8%
2025Q4
Current $310.29
12
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
4.05%
of portfolio
Number of shares
5,660,444 sh
Holdings current value
$236.21M
Avg closing price
$31.01
+73.8%
Last action
Trimmed 3.7%
2025Q4
Current $53.91
13
NVRNVR INC
Consumer Cyclical·Residential Construction
4.01%
of portfolio
Number of shares
32,283 sh
Holdings current value
$233.87M
Avg closing price
$3891
+79.9%
Last action
Trimmed 5.1%
2025Q4
Current $7001
14
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
3.86%
of portfolio
Number of shares
3,323,333 sh
Holdings current value
$225.09M
Avg closing price
$44.77
+133.8%
Last action
Trimmed 4.1%
2025Q4
Current $104.65
15
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
3.85%
of portfolio
Number of shares
2,139,377 sh
Holdings current value
$224.68M
Avg closing price
$77.25
+50.2%
Last action
Added 8.3%
2025Q4
Current $116.04
16
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
3.69%
of portfolio
Number of shares
15,495,912 sh
Holdings current value
$215.42M
Avg closing price
$18.08
+35.6%
Last action
Added 2.5%
2025Q4
Current $24.51
17
DVNDEVON ENERGY CORP NEW
Energy·Oil & Gas E&P
3.66%
of portfolio
Number of shares
5,706,322 sh
Holdings current value
$213.42M
Avg closing price
$48.52
-8.8%
Last action
Exited
2025Q4
Current $44.23
18
TGTTARGET CORP
Consumer Defensive·Discount Stores
2.93%
of portfolio
Number of shares
1,638,296 sh
Holdings current value
$170.97M
Avg closing price
$124.03
+3.1%
Last action
Trimmed 6.6%
2025Q4
Current $127.84
19
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.89%
of portfolio
Number of shares
460,325 sh
Holdings current value
$168.70M
Avg closing price
$253.10
+38.0%
Last action
Trimmed 5.1%
2025Q4
Current $349.40
20
UHAL/BU HAUL HOLDING COMPANY
2.44%
of portfolio
Number of shares
2,401,119 sh
Holdings current value
$142.10M
Avg closing price
$56.10
Last action
Trimmed 6.6%
2025Q4
Current —
21
BRK.BBERKSHIRE HATHAWAY INC DEL
1.73%
of portfolio
Number of shares
189,065 sh
Holdings current value
$100.69M
Avg closing price
$222.54
+113.3%
Last action
Exited
2025Q2
Current $474.58
22
CACCCREDIT ACCEP CORP MICH
Financial Services·Credit Services
1.64%
of portfolio
Number of shares
185,373 sh
Holdings current value
$95.72M
Avg closing price
$451.42
+16.9%
Last action
Trimmed 6.6%
2025Q4
Current $527.56
23
QCOMQUALCOMM INC
Technology·Semiconductors
1.61%
of portfolio
Number of shares
613,096 sh
Holdings current value
$94.18M
Avg closing price
$117.40
+16.0%
Last action
Trimmed 6.6%
2025Q4
Current $136.20
24
WALWESTERN ALLIANCE BANCORP
Financial Services·Banks - Regional
1.59%
of portfolio
Number of shares
1,204,088 sh
Holdings current value
$92.51M
Avg closing price
$70.45
+12.7%
Last action
Added 22.8%
2025Q4
Current $79.39
25
MTBM & T BK CORP
Financial Services·Banks - Regional
1.35%
of portfolio
Number of shares
440,378 sh
Holdings current value
$78.72M
Avg closing price
$139.50
+56.8%
Last action
Trimmed 5.0%
2025Q4
Current $218.79
26
FITBFIFTH THIRD BANCORP
Financial Services·Banks - Regional
1.33%
of portfolio
Number of shares
1,983,539 sh
Holdings current value
$77.75M
Avg closing price
$40.89
+23.1%
Last action
Added 451.9%
2025Q4
Current $50.34
27
ULTAULTA BEAUTY INC
Consumer Cyclical·Specialty Retail
1.18%
of portfolio
Number of shares
187,167 sh
Holdings current value
$68.60M
Avg closing price
$359.99
+53.7%
Last action
Trimmed 5.0%
2025Q4
Current $553.36
28
SIRISIRIUSXM HOLDINGS INC
Communication Services·Entertainment
0.95%
of portfolio
Number of shares
2,450,931 sh
Holdings current value
$55.26M
Avg closing price
$22.80
+11.8%
Last action
Exited
2025Q2
Current $25.48
29
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
0.54%
of portfolio
Number of shares
1,186,210 sh
Holdings current value
$31.45M
Avg closing price
$26.51
+17.1%
Last action
Exited
2025Q2
Current $31.03
30
UHALAMERCO
Industrials·Rental & Leasing Services
0.23%
of portfolio
Number of shares
209,649 sh
Holdings current value
$13.70M
Avg closing price
$191.83
-72.6%
Last action
Exited
2025Q2
Current $52.63
31
M46528101FRONTLINE PLC
0.17%
of portfolio
Number of shares
685,070 sh
Holdings current value
$10.02M
Avg closing price
$18.06
Last action
Trimmed 0.5%
2025Q4
Current —
32
WFGWEST FRASER TIMBER CO LTD
Basic Materials·Lumber & Wood Production
0.16%
of portfolio
Number of shares
120,949 sh
Holdings current value
$9.29M
Avg closing price
$80.36
-16.9%
Last action
Trimmed 35.2%
2025Q4
Current $66.79
33
OXY/WSOCCIDENTAL PETE CORPWT
0.07%
of portfolio
Number of shares
154,699 sh
Holdings current value
$4.28M
Avg closing price
$33.29
Last action
Trimmed 0.6%
2025Q4
Current —
34
IWDISHARES TRETF
0.02%
of portfolio
Number of shares
6,440 sh
Holdings current value
$1.21M
Avg closing price
$191.86
+18.4%
Last action
Trimmed 14.7%
2025Q4
Current $227.15

Portfolio heatmap

Box size = % of portfolio · color = return since filing
SPG
6.65% · +24.2%
AXP
5.67% · +23.3%
AMGN
5.59% · +14.0%
MAC
5.36% · +29.9%
MRK
5.13% · +32.7%
OXY
5.02% · +9.0%
DHI
4.89% · +17.8%
LEN
4.68% · -19.2%
APA
4.47% · +70.0%
OVV
4.44% · +23.4%
JPM
4.15% · +26.5%
BAC
4.05% · +29.2%
NVR
4.01% · -3.4%
EBAY
3.86% · +54.5%
COP
3.85% · +10.5%
CVE
3.69% · +76.3%
DVN
3.66% · +18.3%
TGT
2.93% · +22.5%
HD
2.89% · -4.7%
UHAL/B
2.44%
BRK.B
1.73% · -10.9%
CACC
1.64% · +2.2%
QCOM
1.61% · -11.3%
WAL
1.59% · +3.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Energy6 pos$1.47B26.3%
  • Consumer Cyclical6 pos$1.25B22.5%
  • Financial Services7 pos$1.15B20.7%
  • Real Estate3 pos$732.3M13.1%
  • Healthcare2 pos$625.2M11.2%
  • Consumer Defensive1 pos$171.0M3.1%
  • Technology1 pos$94.2M1.7%
  • Communication Services1 pos$55.3M1.0%
  • Industrials1 pos$13.7M0.2%
  • Basic Materials1 pos$9.3M0.2%
(4.4% unclassified, excluded from %)