Smead Capital Management, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of September 30, 2026. The filing lists 26 distinct holdings, with the total number of shares held for each position ranging from 4,586 to 11,298,361 shares.
The largest position disclosed in the filing is Macerich Co., for which the firm holds 11,298,361 shares. Other significant holdings include Simon Property Group Inc. with 1,255,022 shares, and Occidental Petroleum Corp. with 2,939,694 shares. The portfolio also includes substantial stakes in Home Depot Inc., with 286,495 shares, and Fifth Third Bancorp, with 3,125,275 shares.
The filing indicates that Smead Capital Management holds these positions as sole beneficial owners. The total value of the portfolio is not disclosed in the provided text.
