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Value
SMEAD CAPITAL MANAGEMENT, INC. (Data extracted from 13F, 13D, 13G and Form 4)

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SMEAD CAPITAL MANAGEMENT, INC.

AUM: $6.07 B

13-F Portfolio Value: $4.60 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 57.6%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
UNH	UNITEDHEALTH GROUP INC	2.04%	347,102	$93,922,449	38,379	12.43%	$270.59	13F
CACC	CREDIT ACCEP CORP MICH	1.94%	210,470	$89,125,782	22,136	11.75%	$423.46	13F
FRO	FRONTLINE PLC	0.47%	610,694	$21,415,811	23,965	4.08%	$35.07	13F
WFG	WEST FRASER TIMBER LTD	0.16%	114,778	$7,494,057	60,100	109.92%	$65.29	13F
GTX	GARRETT MOTION INC	0.1%	254,910	$4,631,715	10,649	4.36%	$18.17	13F
IWD	ISHARES TR	0.03%	6,264	$1,338,624	1,872	42.62%	$213.7	13F