Smead Capital Management 13FHR/A Quarterly holdings report by institutional manager (amended) | SEC 16 Jul 24

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	Oct 31, 2018
Estimated average burden
hours per response:		23.8

COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
AMERICAN EXPRESS CO	COM	025816109	400,926,343	1,760,843	SH		SOLE		1,760,843	0	0
AMGEN INC	COM	031162100	305,317,316	1,073,851	SH		SOLE		1,073,851	0	0
APA CORPORATION	COM	03743Q108	266,764,287	7,759,287	SH		SOLE		7,759,287	0	0
BANK AMERICA CORP	COM	060505104	275,501,389	7,265,332	SH		SOLE		7,265,332	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	81,611,998	194,074	SH		SOLE		194,074	0	0
CANADA GOOSE HLDGS INC	SHS SUB VTG	135086106	3,600,475	298,533	SH		SOLE		298,533	0	0
CENOVUS ENERGY INC	COM	15135U109	86,440,912	4,322,101	SH		SOLE		4,322,101	0	0
CONOCOPHILLIPS	COM	20825C104	256,024,738	2,011,508	SH		SOLE		2,011,508	0	0
CREDIT ACCEP CORP MICH	COM	225310101	104,948,382	190,279	SH		SOLE		190,279	0	0
D R HORTON INC	COM	23331A109	379,175,691	2,304,319	SH		SOLE		2,304,319	0	0
DEVON ENERGY CORP NEW	COM	25179M103	270,139,514	5,383,410	SH		SOLE		5,383,410	0	0
EBAY INC.	COM	278642103	180,040,655	3,411,153	SH		SOLE		3,411,153	0	0
FIFTH THIRD BANCORP	COM	316773100	75,769,830	2,036,276	SH		SOLE		2,036,276	0	0
FRONTLINE PLC	COM	M46528101	13,991,177	614,726	SH		SOLE		614,726	0	0
HOME DEPOT INC	COM	437076102	181,295,498	472,616	SH		SOLE		472,616	0	0
JPMORGAN CHASE & CO	COM	46625H100	290,656,131	1,451,104	SH		SOLE		1,451,104	0	0
LENNAR CORP	CL A	526057104	419,955,038	2,441,883	SH		SOLE		2,441,883	0	0
M & T BK CORP	COM	55261F104	65,757,205	452,126	SH		SOLE		452,126	0	0
MACERICH CO	COM	554382101	322,362,324	18,709,363	SH		SOLE		18,709,363	0	0
MERCK & CO INC	COM	58933Y105	402,048,351	3,046,975	SH		SOLE		3,046,975	0	0
NVR INC	COM	62944T105	268,602,774	33,161	SH		SOLE		33,161	0	0
OCCIDENTAL PETE CORP	*W EXP 08/03/202	674599162	12,136,960	281,600	SH		SOLE		281,600	0	0
OCCIDENTAL PETE CORP	COM	674599105	407,808,091	6,274,936	SH		SOLE		6,274,936	0	0
OVINTIV INC	COM	69047Q102	299,525,072	5,771,196	SH		SOLE		5,771,196	0	0
QUALCOMM INC	COM	747525103	132,020,479	779,802	SH		SOLE		779,802	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	375,442,201	2,399,145	SH		SOLE		2,399,145	0	0
TARGET CORP	COM	87612E106	201,995,477	1,139,865	SH		SOLE		1,139,865	0	0
U HAUL HOLDING COMPANY	COM	023586100	36,981,797	547,554	SH		SOLE		547,554	0	0
U HAUL HOLDING COMPANY	COM SER N	023586506	145,105,015	2,176,140	SH		SOLE		2,176,140	0	0
WARNER BROS DISCOVERY INC	COM SER A	934423104	57,639,485	6,602,461	SH		SOLE		6,602,461	0	0
WEST FRASER TIMBER CO LTD	COM	952845105	10,725,940	124,170	SH		SOLE		124,170	0	0
WESTERN ALLIANCE BANCORP	COM	957638109	79,351,935	1,236,204	SH		SOLE		1,236,204	0	0

Smead Capital Management 13F-HR/AQuarterly holdings report by institutional manager (amended)