Smead Capital Management, Inc. - Q12026 Holdings

Smead Capital Management, Inc. holds 32 stocks with a total portfolio value of $ 4.6B as of Q12026. In Q12026, Smead Capital Management, Inc. added 0 new positions, increased stakes in 6 stocks, reduced 26 holdings, and fully exited 0 positions. The largest holding is Cenovus Energy Inc (CVE), representing 8.58% of the total portfolio.