Donald Smith & Co·CIK 814375
61
Positions
$4.2B
Portfolio Value
27
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| NEW |
| 3 | ALGT | 2.29% | $95,856,420 | ▲ +1% |
| 4 | SPNT | 3.09% | $129,282,468 | ▲ +0.7% |
| 5 | EQX | 3.24% | $135,539,915 | ▲ +0.7% |
| 6 | NMR | 1.29% | $53,953,438 | ▲ +0.5% |
| 7 | GSM | 0.54% | $22,613,994 | ▲ +0.5% |
| 8 | GSL | 1.64% | $68,534,630 | ▲ +0.5% |
| 9 | GM | 2.12% | $88,696,787 | ▲ +0.4% |
| 10 | PK | 3.10% | $129,445,759 | ▲ +0.4% |
| 11 | RLJ | 1.41% | $58,771,139 | ▲ +0.4% |
| 12 | CIVI | 4.15% | $173,617,216 | ▲ +0.4% |
| 13 | C | 2.20% | $91,864,792 | ▲ +0.3% |
| 14 | CLDT | 0.96% | $40,254,227 | ▲ +0.3% |
| 15 | GNW | 4.34% | $181,386,788 | ▲ +0.3% |
| 16 | NMIH | 1.15% | $48,077,228 | ▲ +0.2% |
| 17 | UNM | 4.32% | $180,487,584 | ▲ +0.2% |
| 18 | AER | 7.90% | $330,300,798 | ▲ +0% |
| 19 | MOS | 1.84% | $77,135,113 | ▲ +0.1% |
| 20 | CRBG | 3.09% | $129,423,366 | ▲ +0.1% |
| 21 | INSW | 0.31% | $13,017,180 | ▲ +0.1% |
| 22 | UVE | 0.87% | $36,234,130 | ▲ +0.1% |
| 23 | ALLY | 2.18% | $91,323,737 | ▲ +0.1% |
| 24 | CGAU | 1.19% | $49,634,211 | ▲ +0.1% |
| 25 | IAG | 3.85% | $161,166,790 | ▲ +0% |
| 26 | VTOL | 0.08% | $3,146,511 | ▲ +0% |
| 27 | PPTA | 0.07% | $2,827,550 | ▲ +0% |
| 28 | HHH | 3.06% | $127,785,658 | ▲ +0% |