0001172661-20-002058.txt : 20201104 0001172661-20-002058.hdr.sgml : 20201104 20201104171345 ACCESSION NUMBER: 0001172661-20-002058 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201104 DATE AS OF CHANGE: 20201104 EFFECTIVENESS DATE: 20201104 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: 201287566 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 13F-HR LIVE false true false 0001427008 XXXXXXXX 09-30-2020 09-30-2020 false Smead Capital Management, Inc.

2777 East Camelback Road Suite 375 Phoenix AZ 85016

13F HOLDINGS REPORT 028-12979 N Steve LeMire 602-889-3663 /s/ Steve LeMire Phoenix AZ 11-04-2020 0 29 1578479 INFORMATION TABLE 2 infotable.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 28813 127499 SH SOLE 119535 0 7964 AMERCO COM 023586100 34595 97183 SH SOLE 91190 0 5993 AMERICAN EXPRESS CO COM 025816109 87777 875581 SH SOLE 820993 0 54588 AMGEN INC COM 031162100 103775 408306 SH SOLE 382813 0 25493 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 47719 224098 SH SOLE 210047 0 14051 BK OF AMERICA CORP COM 060505104 58645 2434402 SH SOLE 2282082 0 152320 CARTERS INC COM 146229109 27175 313871 SH SOLE 294338 0 19533 CHEVRON CORP NEW COM 166764100 60701 843066 SH SOLE 790609 0 52457 COMCAST CORP NEW CL A 20030N101 57564 1244351 SH SOLE 1167122 0 77229 CONTINENTAL RES INC COM 212015101 15384 1252797 SH SOLE 1174970 0 77827 CREDIT ACCEP CORP MICH COM 225310101 28550 84308 SH SOLE 79063 0 5245 D R HORTON INC COM 23331A109 57826 764587 SH SOLE 717461 0 47126 DISCOVERY INC COM SER A 25470F104 84641 3887962 SH SOLE 3646641 0 241321 DISNEY WALT CO COM DISNEY 254687106 38941 313839 SH SOLE 294241 0 19598 EBAY INC. COM 278642103 79204 1520229 SH SOLE 1425533 0 94696 HOME DEPOT INC COM 437076102 72731 261896 SH SOLE 245728 0 16168 JPMORGAN CHASE & CO COM 46625H100 64572 670735 SH SOLE 629034 0 41701 LENNAR CORP CL A 526057104 111237 1361863 SH SOLE 1278667 0 83196 MACERICH CO COM 554382101 35688 5255968 SH SOLE 4929013 0 326955 MERCK & CO. INC COM 58933Y105 60951 734797 SH SOLE 688813 0 45984 NVR INC COM 62944T105 110844 27147 SH SOLE 25432 0 1715 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 140 46675 SH SOLE 46675 0 0 PFIZER INC COM 717081103 44410 1210080 SH SOLE 1134306 0 75774 QUALCOMM INC COM 747525103 52503 446147 SH SOLE 418203 0 27944 SIMON PPTY GROUP INC NEW COM 828806109 40244 622203 SH SOLE 583508 0 38695 STARBUCKS CORP COM 855244109 11845 137856 SH SOLE 129401 0 8455 TARGET CORP COM 87612E106 117702 747697 SH SOLE 701108 0 46589 ULTA BEAUTY INC COM 90384S303 14700 65631 SH SOLE 61520 0 4111 WELLS FARGO CO NEW COM 949746101 29602 1259132 SH SOLE 1181051 0 78081