0001172661-20-001109.txt : 20200430 0001172661-20-001109.hdr.sgml : 20200430 20200430161849 ACCESSION NUMBER: 0001172661-20-001109 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200430 DATE AS OF CHANGE: 20200430 EFFECTIVENESS DATE: 20200430 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: 20835907 BUSINESS ADDRESS: STREET 1: 1001 4TH AVENUE STREET 2: SUITE 4305 CITY: SEATTLE STATE: WA ZIP: 98154 BUSINESS PHONE: 206-838-9850 MAIL ADDRESS: STREET 1: 1001 4TH AVENUE STREET 2: SUITE 4305 CITY: SEATTLE STATE: WA ZIP: 98154 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001427008 XXXXXXXX 03-31-2020 03-31-2020 false Smead Capital Management, Inc.

1001 4th Avenue Suite 4305 Seattle WA 98154

13F HOLDINGS REPORT 028-12979 N Steve LeMire 206-838-9853 /s/ Steve LeMire Seattle WA 04-30-2020 0 28 1409661 INFORMATION TABLE 2 infotable.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 43219 264722 SH SOLE 237378 0 27344 AMERICAN EXPRESS CO COM 025816109 88664 1035675 SH SOLE 929459 0 106216 AMGEN INC COM 031162100 107575 530631 SH SOLE 474720 0 55911 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66239 362297 SH SOLE 324655 0 37642 BK OF AMERICA CORP COM 060505104 61567 2899992 SH SOLE 2604213 0 295779 BOOKING HLDGS INC COM 09857L108 22304 16579 SH SOLE 14874 0 1705 CHEVRON CORP NEW COM 166764100 44993 620929 SH SOLE 555762 0 65167 COMCAST CORP NEW CL A 20030N101 51070 1485470 SH SOLE 1333875 0 151595 CREDIT ACCEP CORP MICH COM 225310101 14420 56397 SH SOLE 50539 0 5858 D R HORTON INC COM 23331A109 31050 913229 SH SOLE 816655 0 96574 DISCOVERY INC COM SER A 25470F104 90455 4653012 SH SOLE 4175441 0 477571 DISNEY WALT CO COM DISNEY 254687106 52227 540647 SH SOLE 484210 0 56437 EBAY INC COM 278642103 52498 1746452 SH SOLE 1565503 0 180949 ENTERCOM COMMUNICATIONS CORP CL A 293639100 32 18544 SH SOLE 18544 0 0 HOME DEPOT INC COM 437076102 75348 403556 SH SOLE 361590 0 41966 JPMORGAN CHASE & CO COM 46625H100 71448 793602 SH SOLE 712742 0 80860 LENNAR CORP CL A 526057104 61002 1596920 SH SOLE 1431407 0 165513 LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 19 10725 SH SOLE 10725 0 0 MACERICH CO COM 554382101 23370 4151063 SH SOLE 3714872 0 436191 MERCK & CO. INC COM 58933Y105 67808 881307 SH SOLE 790356 0 90951 NVR INC COM 62944T105 90163 35095 SH SOLE 31543 0 3552 PAYPAL HLDGS INC COM 70450Y103 8525 89044 SH SOLE 79804 0 9240 PFIZER INC COM 717081103 47613 1458724 SH SOLE 1307170 0 151554 QUALCOMM INC COM 747525103 49482 731444 SH SOLE 657306 0 74138 SIMON PPTY GROUP INC NEW COM 828806109 15670 285638 SH SOLE 256150 0 29488 STARBUCKS CORP COM 855244109 10698 162730 SH SOLE 146024 0 16706 TARGET CORP COM 87612E106 105388 1133574 SH SOLE 1013986 0 119588 WELLS FARGO CO NEW COM 949746101 56814 1979590 SH SOLE 1773605 0 205985