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SMEAD CAPITAL MANAGEMENT, INC.

AUM: $6.07 B

13-F Portfolio Value: $4.99 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 50.97%

Stock	Company	Change in Shares	% Change	Source
UHAL	U HAUL HOLDING COMPANY	-209,649	Exited	13F
BRKB	BERKSHIRE HATHAWAY INC DEL	-189,065	Exited	13F
MRP	MILLROSE PPTYS INC	-1,186,210	Exited	13F
SIRI	SIRIUSXM HOLDINGS INC	-2,450,931	Exited	13F