Stock Taper 
SMEAD CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 28.25K | $192.47M |
 Occidental Petroleum Corporation | OXY-WT | 65.34K | $1.74M |
 Ulta Beauty, Inc. | ULTA | 117.98K | $53.2M |
 Credit Acceptance Corporation | CACC | 198.81K | $126.59M |
 Garrett Motion Inc. | GTX | 275.06K | $9.97M |
 M&T Bank Corporation | MTB | 277.59K | $66.07M |
 The Home Depot, Inc. | HD | 290.16K | $102.33M |
 UnitedHealth Group Incorporated | UNH | 328.41K | $136.5M |
 JPMorgan Chase & Co. | JPM | 392.9K | $128.61M |
 Crocs, Inc. | CROX | 489.25K | $59.02M |
 American Express Company | AXP | 569.06K | $192.49M |
 Amgen Inc. | AMGN | 659.24K | $238.72M |
 eBay Inc. | EBAY | 815.92K | $91.18M |
 Diamondback Energy, Inc. | FANG | 1.01M | $177.54M |
 Zoetis Inc. | ZTS | 1.23M | $88.62M |
 Simon Property Group, Inc. | SPG | 1.4M | $313.05M |
 Target Corporation | TGT | 1.41M | $184.16M |
 D.R. Horton, Inc. | DHI | 1.41M | $230.35M |
 ConocoPhillips | COP | 1.58M | $164.03M |
 Western Alliance Bancorporation | WAL | 1.59M | $131.08M |