Stock Taper 
SMEAD CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cenovus Energy Inc. | CVE | 13.37M | $331.45M |
 The Macerich Company | MAC | 11.48M | $289.22M |
 APA Corporation | APA | 7.81M | $254.33M |
 Fifth Third Bancorp | FITB | 3.17M | $178.8M |
 Occidental Petroleum Corporation | OXY | 2.89M | $140.37M |
 Bank of America Corporation | BAC | 2.61M | $148.54M |
 Merck & Co., Inc. | MRK | 2.33M | $299.98M |
 U-Haul Holding Company | UHAL-B | 2.03M | $117.2M |
 Lennar Corporation | LEN | 2.02M | $182.83M |
 Western Alliance Bancorporation | WAL | 1.59M | $131.08M |
 ConocoPhillips | COP | 1.58M | $164.03M |
 D.R. Horton, Inc. | DHI | 1.41M | $230.35M |
 Target Corporation | TGT | 1.41M | $184.16M |
 Simon Property Group, Inc. | SPG | 1.4M | $313.05M |
 Zoetis Inc. | ZTS | 1.23M | $88.62M |
 Diamondback Energy, Inc. | FANG | 1.01M | $177.54M |
 eBay Inc. | EBAY | 815.92K | $91.18M |
 Amgen Inc. | AMGN | 659.24K | $238.72M |
 American Express Company | AXP | 569.06K | $192.49M |
 Crocs, Inc. | CROX | 489.25K | $59.02M |