Smead Capital Management, Inc. - Q22026 Holdings

Smead Capital Management, Inc. holds 32 stocks with a total portfolio value of $ 4.66B as of Q22026. In Q22026, Smead Capital Management, Inc. added 1 new position, increased stakes in 7 stocks, reduced 24 holdings, and fully exited 1 position. The largest holding is Cenovus Energy Inc (CVE), representing 7.11% of the total portfolio.