SMEAD CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QCOM | 670K | $111.53M |
 | CROX | 634K | $52.98M |
 | JPM | 602K | $189.87M |
 | FRO | 590K | $13.46M |
 | HD | 377K | $152.92M |
 | MTB | 361K | $71.34M |
 | UNH | 330K | $113.99M |
 | CACC | 201K | $94.04M |
 | OXY-WT | 154K | $3.93M |
 | ULTA | 153K | $83.88M |
 | WFG | 120K | $8.18M |
 | NVR | 26K | $212.61M |
QUALCOMM Incorporated
QCOM
Shares Held
670K
Value
$111.53M
Crocs, Inc.
CROX
Shares Held
634K
Value
$52.98M
JPMorgan Chase & Co.
JPM
Shares Held
602K
Value
$189.87M
Frontline Ltd.
FRO
Shares Held
590K
Value
$13.46M
The Home Depot, Inc.
HD
Shares Held
377K
Value
$152.92M
M&T Bank Corporation
MTB
Shares Held
361K
Value
$71.34M
UnitedHealth Group Incorporated
UNH
Shares Held
330K
Value
$113.99M
Credit Acceptance Corporation
CACC
Shares Held
201K
Value
$94.04M
Occidental Petroleum Corporation
OXY-WT
Shares Held
154K
Value
$3.93M
Ulta Beauty, Inc.
ULTA
Shares Held
153K
Value
$83.88M
West Fraser Timber Co. Ltd.
WFG
Shares Held
120K
Value
$8.18M
NVR, Inc.
NVR
Shares Held
26K
Value
$212.61M