0001172661-23-000660.txt : 20230210 0001172661-23-000660.hdr.sgml : 20230210 20230210172204 ACCESSION NUMBER: 0001172661-23-000660 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 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: 23613523 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 12-31-2022 12-31-2022 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 02-10-2023 0 26 4675009409 INFORMATION TABLE 2 infotable.xml AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 265368604 1796065 SH SOLE 1796065 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 299988459 1142204 SH SOLE 1142204 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 200707631 6060013 SH SOLE 6060013 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 58342561 188872 SH SOLE 188872 0 0 CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 7672276 395442 SH SOLE 395442 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 147513139 821846 SH SOLE 821846 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 276021706 2339167 SH SOLE 2339167 0 0 CREDIT ACCEP CORP MICH COM 225310101 BBG001S71KS5 87642554 184744 SH SOLE 184744 0 0 D R HORTON INC COM 23331A109 BBG001S8M692 256598047 2878596 SH SOLE 2878596 0 0 EBAY INC. COM 278642103 BBG001S9B9J5 136875467 3300590 SH SOLE 3300590 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 145356877 460194 SH SOLE 460194 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 187516723 1398335 SH SOLE 1398335 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 268123445 2962690 SH SOLE 2962690 0 0 MACERICH CO COM 554382101 BBG001S7HGB5 238261195 21159964 SH SOLE 21159964 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 330475559 2978599 SH SOLE 2978599 0 0 NVR INC COM 62944T105 BBG001S5TSM8 242404917 52553 SH SOLE 52553 0 0 OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 430325759 6831652 SH SOLE 6831652 0 0 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 BBG00VTL2DT1 8239362 199839 SH SOLE 199839 0 0 OVINTIV INC COM 69047Q102 BBG00R2NHQ74 201836855 3980218 SH SOLE 3980218 0 0 PFIZER INC COM 717081103 BBG001S5V466 73027504 1425205 SH SOLE 1425205 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 83629929 760687 SH SOLE 760687 0 0 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 280075492 2384027 SH SOLE 2384027 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 190752570 1279875 SH SOLE 1279875 0 0 U HAUL HOLDING COMPANY COM SER N 023586506 BBG01B6SGC20 110488083 2009605 SH SOLE 2009605 0 0 U HAUL HOLDING COMPANY COM 023586100 BBG001S6VFM1 34876855 579446 SH SOLE 579446 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 112887840 11908000 SH SOLE 11908000 0 0