Smead Capital Management, Inc. - Q32026 Holdings

Smead Capital Management, Inc. holds 31 stocks with a total portfolio value of $ 4.71B as of Q32026. In Q32026, Smead Capital Management, Inc. added 0 new positions, increased stakes in 9 stocks, reduced 22 holdings, and fully exited 1 position. The largest holding is Cenovus Energy Inc (CVE), representing 8.96% of the total portfolio.