0001172661-23-002043.txt : 20230512 0001172661-23-002043.hdr.sgml : 20230512 20230512114150 ACCESSION NUMBER: 0001172661-23-002043 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Smead Capital Management, Inc. CENTRAL INDEX KEY: 0001427008 IRS NUMBER: 260218243 STATE OF INCORPORATION: WA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12979 FILM NUMBER: 23914096 BUSINESS ADDRESS: STREET 1: 2777 EAST CAMELBACK ROAD STREET 2: SUITE 375 CITY: PHOENIX STATE: AZ ZIP: 85016 BUSINESS PHONE: 602-889-3663 MAIL ADDRESS: STREET 1: 2777 EAST CAMELBACK ROAD STREET 2: SUITE 375 CITY: PHOENIX STATE: AZ ZIP: 85016 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001427008 XXXXXXXX 03-31-2023 03-31-2023 false Smead Capital Management, Inc.

2777 East Camelback Road Suite 375 Phoenix AZ 85016

13F HOLDINGS REPORT 028-12979 000143567 801-67839 N Steve LeMire 602-889-3663 /s/ Steve LeMire Phoenix AZ 05-12-2023 0 29 5017986552 INFORMATION TABLE 2 infotable.xml AMERICAN EXPRESS CO COM 025816109 BBG00GQ6RZ41 304031221 1843172 SH SOLE 1843172 0 0 AMGEN INC COM 031162100 BBG00GQ6RZ96 280901654 1161951 SH SOLE 1161951 0 0 APA CORPORATION COM 03743Q108 BBG00YTS96G2 121787782 3377365 SH SOLE 3377365 0 0 BANK AMERICA CORP COM 060505104 BBG00KTDTJX6 179266602 6268063 SH SOLE 6268063 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG00KTDTPN3 59783430 193618 SH SOLE 193618 0 0 CENOVUS ENERGY INC COM 15135U109 BBG00K0CNCN1 9791833 561224 SH SOLE 561224 0 0 CHEVRON CORP NEW COM 166764100 BBG00GQ6S109 138859929 851066 SH SOLE 851066 0 0 CONOCOPHILLIPS COM 20825C104 BBG00MVHGSS0 243245161 2451821 SH SOLE 2451821 0 0 CREDIT ACCEP CORP MICH COM 225310101 BBG00GSLJ970 82584232 189396 SH SOLE 189396 0 0 D R HORTON INC COM 23331A109 BBG00JSKYHX2 287520720 2943195 SH SOLE 2943195 0 0 DEVON ENERGY CORP NEW COM 25179M103 BBG000BBVJZ8 53010382 1047429 SH SOLE 1047429 0 0 EBAY INC. COM 278642103 BBG00GQ6S2H9 150910667 3401187 SH SOLE 3401187 0 0 FRONTLINE PLC COM M46528101 BBG006TBD452 7609721 465321 SH SOLE 465321 0 0 HOME DEPOT INC COM 437076102 BBG00GQ6S4B1 139380749 472285 SH SOLE 472285 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG00GQ6S5G3 188444158 1446122 SH SOLE 1446122 0 0 LENNAR CORP CL A 526057104 BBG00JSKY2L8 321361632 3057384 SH SOLE 3057384 0 0 MACERICH CO COM 554382101 BBG00JSKYP19 226742459 21390798 SH SOLE 21390798 0 0 MERCK & CO INC COM 58933Y105 BBG00GQ6S6Z0 324254591 3047792 SH SOLE 3047792 0 0 NVR INC COM 62944T105 BBG00LVF18G9 300647511 53955 SH SOLE 53955 0 0 OCCIDENTAL PETE CORP COM 674599105 BBG006T7V6V7 443862816 7109768 SH SOLE 7109768 0 0 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 BBG00VTL2DV8 11780325 287325 SH SOLE 287325 0 0 OVINTIV INC COM 69047Q102 BBG00R2NHRF3 157716684 4371305 SH SOLE 4371305 0 0 PFIZER INC COM 717081103 BBG00GQ6S8C1 59749111 1464439 SH SOLE 1464439 0 0 QUALCOMM INC COM 747525103 BBG00GQ6S8L1 99474126 779700 SH SOLE 779700 0 0 SIMON PPTY GROUP INC NEW COM 828806109 BBG00PKLKCS6 275142761 2457290 SH SOLE 2457290 0 0 TARGET CORP COM 87612E106 BBG00QPL5G25 217361880 1312334 SH SOLE 1312334 0 0 U HAUL HOLDING COMPANY COM SER N 023586506 BBG01B6SGB59 110924416 2139333 SH SOLE 2139333 0 0 U HAUL HOLDING COMPANY COM 023586100 BBG00KTFJ8P5 34480981 578055 SH SOLE 578055 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 BBG016LL6SW2 187359018 12407882 SH SOLE 12407882 0 0