Long-term investor

Smead Capital Management, Inc. @smeadcapitalmanagementin

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001427008).

Record

• Tracked since 2023-06-30 (1161 days), 115 trades recorded
• Returns: week — · month — · 90 days +6.2% · 6 months +12.4% · 1 year +24.5% · all +36.6%
• Max drawdown -12.2% · Sharpe 0.46 · win rate 38% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• CVE · 7.1% · long · since 2023-06-30
• 828806109 · 6.7% · long · since 2023-06-30
• MRK · 6.4% · long · since 2023-06-30
• MAC · 6.2% · long · since 2023-06-30
• APA · 5.5% · long · since 2023-06-30
• AMGN · 5.1% · long · since 2023-06-30
• DHI · 4.9% · long · since 2023-06-30
• AXP · 4.1% · long · since 2023-06-30
• NVR · 4.1% · long · since 2023-06-30
• TGT · 4.0% · long · since 2023-06-30
• 526057104 · 3.9% · long · since 2023-06-30
• FITB · 3.8% · long · since 2023-12-31

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