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Smead Capital Management, Inc.: MAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smead Capital Management, Inc. on MAC, newest first. How the timeline and the estimate are built.

Smead Capital Management, Inc. held 11,481,712 MAC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,481,712 shares
    Change vs previous 13F -673,620 shares

    6.2% of the 13F portfolio, value $289,224,315.

    13F-HR 0001172661-26-003262 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,155,332 shares
    Change vs previous 13F -1,808,473 shares

    5% of the 13F portfolio, value $229,735,786.

    13F-HR 0001172661-26-001955 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,963,805 shares
    Change vs previous 13F -968,119 shares

    5.35% of the 13F portfolio, value $257,771,839.

    13F-HR 0001172661-26-000531 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,931,924 shares
    Change vs previous 13F -1,142,078 shares

    5.25% of the 13F portfolio, value $271,761,008.

    13F-HR 0001172661-25-004652 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,074,002 shares
    Change vs previous 13F -2,140,279 shares

    5.21% of the 13F portfolio, value $260,077,352.

    13F-HR 0001172661-25-003237 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,214,281 shares
    Change vs previous 13F -1,735,476 shares

    5.36% of the 13F portfolio, value $312,739,205.

    13F-HR 0001172661-25-001874 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,949,757 shares
    Change vs previous 13F -483,692 shares

    6.16% of the 13F portfolio, value $397,399,161.

    13F-HR 0001172661-25-000683 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,433,449 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $372,706,115.

    13F-HR 0001172661-24-004504 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).