Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SMEAD CAPITAL MANAGEMENT INC | 01-31-2024 | 12-31-2023 | 33 | 5,584,384,850 |
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 |