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.
Latest Changes
Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
4.97B
5.34B
-6.93%
Shares Held
75
72
+4.17%
Buys
6
4
+50.00%
Sells
28
29
-3.45%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
4
Cenovus Energy Ord Shs (CA)
CVE
5.71%
+374.24K
$283.63M
$284.82M
16.76M
2025-12-31
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Auto Trader Group Ord Shs (GB)
AUTOA
New
+744.37K
+50.00%
744.37K
$4.61M
2026-03-31
Pandora Ord Shs (DK)
PNDORA
Sell
-49.96K
-65.60%
26.13K
$1.82M
2026-03-31
4
Dr Ing hc F Porsche Prf Shs (DE)
P911_p
Exit
-37.65K
-100.00%
0.00
$0.00
2026-02-28
5
Next Ord Shs (GB)
NXT
Buy
+1.71K
+4.80%
33.80K
$6.16M
2026-02-28
6
Burberry Group Ord Shs (GB)
BRBY
Sell
-4.20K
-1.00%
407.44K
$6.18M
2026-01-05
