updated
11 results Total investment of current selection: $ 1,608 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Occidental Petroleum Corporation | Smead Capital Management | investment | United States | United States | North America | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ 408 M | $ 408 M | |||||
| 2 | Ovintiv Inc | Smead Capital Management | investment | United States | United States | North America | North America | $ 300 M | $ 300 M | ||||||
| 3 | Devon Energy Corporation | Smead Capital Management | investment | United States | United States | North America | North America | $ 270 M | $ 270 M | ||||||
| 4 | APA Corporation | Smead Capital Management | investment | United States | United States | North America | North America | $ 267 M | $ 267 M | ||||||
| 5 | ConocoPhillips | Smead Capital Management | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 256 M | $ 256 M | |||||
| 6 | Cenovus Energy Inc | Smead Capital Management | investment | United States | Canada | North America | North America | $ 86 M | $ 86 M | ||||||
| 7 | MEG Energy Corp | Smead Capital Management | investment | United States | Canada | North America | North America | $ 12 M | $ 12 M | ||||||
| 8 | Whitehaven Coal Ltd | Smead Capital Management | investment | United States | Australia | North America | Oceania | $ 3 M | $ 3 M | ||||||
| 9 | Pipestone Energy Corp | Smead Capital Management | investment | United States | Canada | North America | North America | $ 3 M | $ 3 M | ||||||
| 10 | Thungela Resources Ltd | Smead Capital Management | investment | United States | South Africa | North America | Southern Africa | Thungela Resources Holdings Ltd, South Africa Coal Operations Pty Ltd, Mafube Coal Mining (Pty) Ltd, Thungela Operations (Pty) Ltd, Pamish Investments No. 66 Pty Ltd, Butsanani Energy Investment Holdings (Pty) Ltd, Anglo American Inyosi Coal (Pty) Ltd, Phola Processing Plant (Pty) Ltd | $ 2 M | $ 2 M | |||||
| 11 | Whitecap Resources Inc | Smead Capital Management | investment | United States | Canada | North America | North America | $ 1 M | $ 1 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
For more information read our detailed Methodology!