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Smead Capital Management’s Frontline FRO Stock Holding History

Smead Capital Management’s Portfolio FRO Stock Details FRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22M Buy
633,773
+23,079
+4% +$848K 0.47% 28
2026
Q1 		$21.4M Buy
610,694
+23,965
+4% +$732K 0.47% 28
2025
Q4 		$12.9M Sell
586,729
-3,537
-0.6% -$82.7K 0.27% 28
2025
Q3 		$13.5M Hold
590,266
– – 0.26% 30
2025
Q2 		$9.75M Sell
590,266
-94,804
-14% -$1.61M 0.2% 29
2025
Q1 		$10M Sell
685,070
-9,374
-1% -$155K 0.17% 31
2024
Q4 		$9.55M Buy
694,444
+23,863
+4% +$447K 0.15% 31
2024
Q3 		$15.2M Buy
670,581
+32,531
+5% +$766K 0.22% 28
2024
Q2 		$16.7M Buy
638,050
+23,324
+4% +$594K 0.26% 29
2024
Q1 		$14M Buy
614,726
+113,899
+23% +$2.57M 0.22% 29
2023
Q4 		$10M Buy
500,827
+13,376
+3% +$276K 0.18% 30
2023
Q3 		$8.98M Buy
487,451
+18,582
+4% +$313K 0.18% 28
2023
Q2 		$6.75M Buy
468,869
+3,548
+0.8% +$53K 0.13% 28
2023
Q1 		$7.61M Buy
+465,321
New +$7.32M 0.15% 29
2022
Q4 		– Sell
-311,195
Closed -$3.45M – 27
2022
Q3 		$3.45M Buy
311,195
+14,290
+5% +$157K 0.09% 26
2022
Q2 		$2.66M Buy
+296,905
New +$2.69M 0.07% 29

Other funds holding FRO

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KI
Keystone Investors Singapore $1.87B AUM
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Smead Capital Management's FRO Position: Q2 2026 in Review

Smead Capital Management increased its Frontline (FRO) stake by 3.8% in Q2 2026, buying an estimated $848K and bringing the position to 633,773 shares worth $22M. The position accounts for 0.47% of the portfolio, ranked #28.

Smead Capital Management first reported a position in FRO in Q2 2022 and has held it in 16 quarters since. 261 funds tracked by Wall St. Rank hold FRO as of Q2 2026.

  • Smead Capital Management held 633,773 shares of Frontline worth $22M as of Q2 2026.
  • Smead Capital Management bought 23,079 Frontline shares in Q2 2026, an estimated $848K.
  • Frontline made up 0.47% of Smead Capital Management's portfolio in Q2 2026, its #28 holding.
  • Smead Capital Management first reported a position in Frontline in Q2 2022 and has held it in 16 quarters since.
  • 261 funds tracked by Wall St. Rank held Frontline as of Q2 2026.

Based on Smead Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.