0001172661-22-001276.txt : 20220513 0001172661-22-001276.hdr.sgml : 20220513 20220513113812 ACCESSION NUMBER: 0001172661-22-001276 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22921108 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 03-31-2022 03-31-2022 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 05-13-2022 0 31 4313233 INFORMATION TABLE 2 infotable.xml AMERCO COM 023586100 104568 175173 SH SOLE 169141 0 6032 AMERICAN EXPRESS CO COM 025816109 282608 1511273 SH SOLE 1456333 0 54940 AMGEN INC COM 031162100 233596 965991 SH SOLE 932020 0 33971 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 56269 159444 SH SOLE 153783 0 5661 BK OF AMERICA CORP COM 060505104 180332 4374878 SH SOLE 4221577 0 153301 CENOVUS ENERGY INC COM 15135U109 4412 264647 SH SOLE 264647 0 0 CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 548 47223 SH SOLE 47223 0 0 CHEVRON CORP NEW COM 166764100 121711 747470 SH SOLE 720754 0 26716 COMCAST CORP NEW CL A 20030N101 52163 1114113 SH SOLE 1074558 0 39555 CONOCOPHILLIPS COM 20825C104 177918 1779181 SH SOLE 1715588 0 63593 CONTINENTAL RES INC COM 212015101 443735 7235205 SH SOLE 6969039 0 266166 CREDIT ACCEP CORP MICH COM 225310101 85802 155899 SH SOLE 150620 0 5279 D R HORTON INC COM 23331A109 168364 2259610 SH SOLE 2179350 0 80260 DISCOVERY INC COM SER A 25470F104 34863 1399009 SH SOLE 1399009 0 0 DISCOVERY INC COM SER C 25470F302 143316 5739529 SH SOLE 5550428 0 189101 EBAY INC. COM 278642103 160049 2795121 SH SOLE 2695964 0 99157 HOME DEPOT INC COM 437076102 116709 389901 SH SOLE 375562 0 14339 JPMORGAN CHASE & CO COM 46625H100 160338 1176186 SH SOLE 1134216 0 41970 LENNAR CORP CL A 526057104 189900 2339534 SH SOLE 2255802 0 83732 LIBERTY GLOBAL PLC SHS CL C G5480U120 1854 71551 SH SOLE 71551 0 0 MACERICH CO COM 554382101 210090 13432844 SH SOLE 12952728 0 480116 MERCK & CO INC COM 58933Y105 206974 2522534 SH SOLE 2434676 0 87858 NVR INC COM 62944T105 196837 44062 SH SOLE 42493 0 1569 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 5984 169860 SH SOLE 169860 0 0 OCCIDENTAL PETE CORP COM 674599105 314002 5534043 SH SOLE 5332625 0 201418 ORGANON & CO COMMON STOCK 68622V106 42441 1215042 SH SOLE 1171911 0 43131 PFIZER INC COM 717081103 62587 1208948 SH SOLE 1166022 0 42926 QUALCOMM INC COM 747525103 97862 640373 SH SOLE 616272 0 24101 SIMON PPTY GROUP INC NEW COM 828806109 225509 1714115 SH SOLE 1652848 0 61267 TARGET CORP COM 87612E106 228237 1075474 SH SOLE 1036002 0 39472 WEST FRASER TIMBER CO LTD COM 952845105 3655 44425 SH SOLE 44425 0 0