Donald Smith & Co·CIK 814375
61
Positions
$4.2B
Portfolio Value
27
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| 3 | NMR | 0.80% | $33,782,702 | NEW |
| 4 | IAG | 3.83% | $162,219,553 | ▲ +0.5% |
| 5 | GNW | 4.04% | $171,354,764 | ▲ +0.3% |
| 6 | EGO | 4.83% | $204,816,288 | ▲ +0.2% |
| 7 | BZH | 2.53% | $107,035,031 | ▲ +0.4% |
| 8 | JXN | 4.31% | $182,587,357 | ▲ +0.2% |
| 9 | ASTL | 1.95% | $82,483,129 | ▲ +0.4% |
| 10 | HHH | 3.02% | $127,928,839 | ▲ +0.3% |
| 11 | MHO | 4.44% | $188,224,908 | ▲ +0.1% |
| 12 | TMHC | 3.22% | $136,366,159 | ▲ +0.2% |
| 13 | TPC | 2.10% | $88,825,096 | ▲ +0.3% |
| 14 | GLNG | 2.77% | $117,460,404 | ▲ +0.2% |
| 15 | PK | 2.69% | $113,889,733 | ▲ +0.2% |
| 16 | NAVI | 1.32% | $55,832,638 | ▲ +0.3% |
| 17 | UNM | 4.10% | $173,624,834 | ▲ +0% |
| 18 | CRBG | 2.98% | $126,411,399 | ▲ +0.1% |
| 19 | SPNT | 2.36% | $100,203,303 | ▲ +0.2% |
| 20 | MOS | 1.74% | $73,687,312 | ▲ +0.2% |
| 21 | ALGT | 1.29% | $54,700,678 | ▲ +0.2% |
| 22 | RLJ | 1.05% | $44,570,020 | ▲ +0.2% |
| 23 | NMIH | 0.94% | $39,949,028 | ▲ +0.2% |
| 24 | HBM | 0.81% | $34,451,288 | ▲ +0.2% |
| 25 | RDN | 2.34% | $99,250,518 | ▲ +0% |
| 26 | UVE | 0.81% | $34,252,180 | ▲ +0.1% |
| 27 | TWI | 0.08% | $3,234,114 | NEW |
| 28 | HOFT | 0.43% | $18,364,290 | ▲ +0% |
| 29 | KBH | 0.46% | $19,375,366 | ▲ +0.1% |
| 30 | GSM | 0.07% | $2,900,000 | NEW |
| 31 | MPAA | 0.18% | $7,689,628 | ▲ +0% |
| 32 | ASIX | 0.13% | $5,377,138 | ▲ +0% |
| 33 | NTGR | 0.15% | $6,154,589 | ▲ +0% |
| 34 | PPTA | 0.06% | $2,477,750 | ▲ +0% |