Bill Smead – Smead Capital Management, Inc.

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
31
Portfolio value:
$4,597,102,000
Filed:
May 14, 2026
Style:
Concentrated Value
HistStockActivityShare change% change to portfolio
Q1 2026filed May 14, 264 added25 reduced
≡CACC – CREDIT ACCEP CORP MICHAdd 12.00%22,1360.21
≡WFG – WEST FRASER TIMBER LTDAdd 110.00%60,1000.09
≡UNH – UNITEDHEALTH GROUP INCAdd 12.00%38,379−0.07
≡ETHB – ISHARES TRAdd 43.00%1,8720.01