Smead Capital Management, Inc. / MAC
Smead Capital Management, Inc.’s Macerich Co Position
Does Smead Capital Management, Inc. own Macerich Co (MAC)? Yes — 12.16M shares worth $230M (+5.00% of its 13F portfolio) as of Q1 2026, down from 13.96M shares the prior filed quarter.
Position Value
$230M
Q1 2026
Shares
12.16M
% of Portfolio
+5.00%
Quarters Held
27
currently held
Position History MAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 12.16M | $230M | +5.00% |
| Q4 2025 | 13.96M | $258M | +5.35% |
| Q3 2025 | 14.93M | $272M | +5.25% |
| Q2 2025 | 16.07M | $260M | +5.21% |
| Q1 2025 | 18.21M | $313M | +5.36% |
| Q4 2024 | 19.95M | $397M | +6.16% |
| Q3 2024 | 20.43M | $373M | +5.32% |
| Q2 2024 | 19.74M | $305M | +4.76% |
| Q1 2024 | 18.71M | $322M | +5.03% |
| Q4 2023 | 20.50M | $316M | +5.67% |
| Q3 2023 | 20.68M | $226M | +4.60% |
| Q2 2023 | 21.02M | $237M | +4.70% |
| Q1 2023 | 21.39M | $227M | +4.52% |
| Q4 2022 | 21.16M | $238M | +5.10% |
| Q3 2022 | 18.12M | $144M | +3.74% |
| Q2 2022 | 14.38M | $125M | +3.20% |
| Q1 2022 | 13.43M | $210M | +4.87% |
| Q4 2021 | 9.99M | $173M | +4.49% |
| Q3 2021 | 8.38M | $140M | +4.79% |
| Q2 2021 | 8.09M | $148M | +5.17% |
| Q1 2021 | 7.04M | $82M | +3.63% |
| Q4 2020 | 4.98M | $53M | +3.07% |
| Q3 2020 | 5.26M | $36M | +2.26% |
| Q2 2020 | 4.12M | $37M | +2.33% |
| Q1 2020 | 4.15M | $23M | +1.66% |
| Q4 2019 | 2.32M | $62M | +2.78% |
| Q3 2019 | 1.95M | $62M | +3.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Smead Capital Management, Inc.’s full portfolio or all institutional holders of MAC.