Donald Smith & Co·CIK 814375
16
Positions
$1.4B
Portfolio Value
27
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| NEW |
| 3 | TMHC | 5.65% | $125,561,000 | NEW |
| 4 | CIVI | 4.29% | $95,407,000 | NEW |
| 5 | JEF | 4.14% | $91,876,000 | NEW |
| 6 | MHO | 3.72% | $82,681,000 | NEW |
| 7 | AAWW | 3.48% | $77,258,000 | NEW |
| 8 | INSW | 3.20% | $71,040,000 | NEW |
| 9 | JBLU | 3.04% | $67,541,000 | NEW |
| 10 | IAG | 2.91% | $64,560,000 | NEW |
| 11 | RDN | 2.86% | $63,625,000 | NEW |
| 12 | TGH | 2.84% | $63,013,000 | NEW |
| 13 | L | 2.83% | $62,780,000 | NEW |
| 14 | AIG | 2.79% | $61,887,000 | NEW |
| 15 | KGC | 2.75% | $61,055,000 | NEW |
| 16 | GNW | 2.75% | $61,023,000 | NEW |