Smead Capital Management, Inc. - Q42025 Holdings

Smead Capital Management, Inc. holds 32 stocks with a total portfolio value of $ 4.82B as of Q42025. In Q42025, Smead Capital Management, Inc. added 1 new position, increased stakes in 4 stocks, reduced 27 holdings, and fully exited 3 positions. The largest holding is Simon Ppty Group Inc New (SPG), representing 6.88% of the total portfolio.