Stock Taper 
SMEAD CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lennar Corporation | LEN | 2.02M | $182.83M |
 U-Haul Holding Company | UHAL-B | 2.03M | $117.2M |
 Merck & Co., Inc. | MRK | 2.33M | $299.98M |
 Bank of America Corporation | BAC | 2.61M | $148.54M |
 Occidental Petroleum Corporation | OXY | 2.89M | $140.37M |
 Fifth Third Bancorp | FITB | 3.17M | $178.8M |
 APA Corporation | APA | 7.81M | $254.33M |
 The Macerich Company | MAC | 11.48M | $289.22M |
 Cenovus Energy Inc. | CVE | 13.37M | $331.45M |