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Smead Capital Management, Inc.
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Alert
Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
31
Portfolio value:
$4,597,102,000
Filed:
May 14, 2026
CIK:
1427008
Holdings
Activity
Buys
Sells
Hist
Stock
Activity
Share change
% change to portfolio
Q1 2026
filed May 14, 26
4 added
25 reduced
≡
CACC
– CREDIT ACCEP CORP MICH
Add 12.00%
22,136
0.21
≡
WFG
– WEST FRASER TIMBER LTD
Add 110.00%
60,100
0.09
≡
UNH
– UNITEDHEALTH GROUP INC
Add 12.00%
38,379
−0.07
≡
ETHB
– ISHARES TR
Add 43.00%
1,872
0.01