
Bill Smead
Smead Capital Management, Inc.
Bill Smead is the founder and chairman of Smead Capital Management and created the firm’s investment discipline. As Chief Investment Officer, he is the final decision maker for all investment decisions in the firm’s domestic equity portfolios. He has over 43 years of experience in the investment industry. He started his career with Drexel Burnham Lambert in 1980.
Posiciones67
Tamaño del activo6.04B
Fecha del informe2025-04-30
Mayor compraDiamondback Energy Inc (US)
Mayor ventaWarner Bros Discovery Inc (US)
Últimos cambios
Indicadores
Los últimos (2025Q2)
Anterior (2025Q1)
Cambio
Valor de mercado (fecha del informe)
6.04B
5.95B
+1.37%
Posiciones
67
66
+1.52%
Compras
20
8
+150.00%
Ventas
35
48
-27.08%
Asignación por sector
Últimas operaciones
No.
Nombre
Acción
Acciones comerciadas
% Cambio
Total de acciones
Valor de mercado (Fecha)
Fecha del informe
Glencore Ord Shs (GB)
GLEN
Comprar
+441.48K
+19.90%
1.77M
5.76M
2025-04-30
Whitehaven Coal Ord Shs (AU)
WHC
Vender
-425.68K
-45.10%
517.04K
1.65M
2025-04-30
4
Thungela Resources Ord Shs (ZA)
TGAJ
Vender
-165.33K
-33.50%
327.49K
1.63M
2025-04-30
5
Dr Ing hc F Porsche Prf Shs (DE)
P911_p
Comprar
+47.12K
+42.60%
63.40K
3.18M
2025-04-30
6
Porsche Automobil Holding Pref Shs (DE)
PSHG_p
Vender
-41.28K
-45.30%
49.76K
2.05M
2025-04-30
7
Generali Ord Shs (IT)
GASI
Vender
-40.16K
-19.20%
168.04K
6.15M
2025-04-30
8
Unicredit Ord Shs (IT)
CRDI
Vender
-15.63K
-8.50%
166.15K
9.64M
2025-04-30
9
Barclays Ord Shs (GB)
BARC
Comprar
+14.94K
+0.80%
1.75M
6.95M
2025-04-30
No.
Nombre
Activos
Acciones comerciadas
Valor de mercado (Fecha)
Valor de mercado
% portafolio
Fecha del informe