Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SMEAD CAPITAL MANAGEMENT INC 01-31-2024 12-31-2023 33 5,584,384,850
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
LENNAR CORP CL A 1 $404,169,653 2,711,820 0.01 0.01 -200,077 -6.87 12-31-2023
D R HORTON INC COM 2 $395,478,101 2,602,172 0.01 0.01 -201,402 -7.18 12-31-2023
OCCIDENTAL PETE CORP COM 3 $359,029,005 6,012,879 0.01 0.01 -776,324 -11.43 12-31-2023
SIMON PPTY GROUP INC NEW COM 4 $328,211,217 2,300,976 0.01 0.01 -38,930 -1.66 12-31-2023
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