Smead Capital Management, Inc.

Position in MAC — Macerich Co

CIK 1427008 Phoenix, AZ

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Position in MAC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$229,735,774

-$28,036,066 QoQ

Shares Held

12,155,332

-13.0% QoQ

Ownership

4.65%

of shares outstanding

% of Portfolio

5.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MAC Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Mar 31, 2026

Smead Capital Management, Inc. holds $520,696,459 across 2 REIT - Retail names. MAC ranks #2 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc.	1,559,860	$290,960,685
2	MAC	Macerich Co This page	12,155,332	$229,735,774

All Filings in MAC

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$229,735,774	12,155,332	0.0%	Shares	Sole	2026-04-22
2026-03-31	$229,735,774	12,155,332	-13.0%	Shares	Sole	2026-05-14
2025-12-31	$257,771,840	13,963,805	+0.0%	Shares	Sole	2026-02-09
2025-12-31	$257,771,821	13,963,804	-6.5%	Shares	Sole	2026-01-07
2025-09-30	$271,761,016	14,931,924	-7.1%	Shares	Sole	2025-11-10
2025-06-30	$260,077,352	16,074,002	-11.8%	Shares	Sole	2025-08-14
2025-03-31	$312,739,204	18,214,281	0.0%	Shares	Sole	2025-05-14
2025-03-31	$312,739,204	18,214,281	-8.7%	Shares	Sole	2025-05-14
2024-12-31	$397,399,159	19,949,757	-2.4%	Shares	Sole	2025-02-12
2024-09-30	$372,706,109	20,433,449	+3.5%	Shares	Sole	2024-11-07
2024-06-30	$304,857,534	19,744,659	+5.5%	Shares	Sole	2024-08-09
2024-03-31	$322,362,324	18,709,363	-8.8%	Shares	Sole	2024-07-16
2023-12-31	$316,379,343	20,504,170	-0.8%	Shares	Sole	2024-01-31
2023-09-30	$225,588,393	20,677,213	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$236,882,405	21,018,847	-1.7%	Shares	Sole	2023-08-11
2023-03-31	$226,742,458	21,390,798	+1.1%	Shares	Sole	2023-05-12
2022-12-31	$238,261,194	21,159,964	+16.8%	Shares	Sole	2023-02-10
2022-09-30	$143,844,493	18,116,435	+26.0%	Shares	Sole	2022-11-10
2022-06-30	$125,224,166	14,377,057	+7.0%	Shares	Sole	2022-08-12
2022-03-31	$210,089,680	13,432,844	+34.5%	Shares	Sole	2022-05-13
2021-12-31	$172,568,672	9,986,613	+19.1%	Shares	Sole	2022-02-14
2021-09-30	$140,082,904	8,383,178	+3.6%	Shares	Sole	2021-11-12
2021-06-30	$147,711,886	8,093,802	+14.9%	Shares	Sole	2021-07-30
2021-03-31	$82,417,420	7,044,224	+41.4%	Shares	Sole	2021-05-04
2020-12-31	$53,160,372	4,982,228	-5.2%	Shares	Sole	2021-02-03
2020-09-30	$35,688,022	5,255,968	+27.6%	Shares	Sole	2020-11-04
2020-06-30	$36,951,870	4,119,495	-0.8%	Shares	Sole	2020-08-10
2020-03-31	$23,370,484	4,151,063	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.