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
| ▼ -1.1% |
| 3 | JXN | 3.24% | $135,608,726 | ▼ -1.1% |
| 4 | JBLU | 0.88% | $36,695,259 | ▼ -0.9% |
| 5 | AIG | 0.37% | $15,496,523 | ▼ -0.9% |
| 6 | MHO | 3.70% | $154,778,928 | ▼ -0.7% |
| 7 | TMHC | 2.64% | $110,500,454 | ▼ -0.6% |
| 8 | EGO | 4.30% | $179,941,573 | ▼ -0.5% |
| 9 | BZH | 2.05% | $85,661,003 | ▼ -0.5% |
| 10 | CLCO | 0.65% | $27,353,183 | ▼ -0.3% |
| 11 | RDN | 2.16% | $90,399,653 | ▼ -0.2% |
| 12 | GLNG | 2.60% | $108,679,368 | ▼ -0.2% |
| 13 | MU | 0.72% | $30,314,600 | ▼ -0.2% |
| 14 | L | 0.14% | $6,136,177 | SOLD |
| 15 | NTGR | 0.00% | $29,821 | ▼ -0.2% |
| 16 | TX | 2.10% | $87,903,111 | ▼ -0.1% |
| 17 | KBH | 0.33% | $13,649,058 | ▼ -0.1% |
| 18 | TPC | 2.00% | $83,496,219 | ▼ -0.1% |
| 19 | HOFT | 0.34% | $14,119,152 | ▼ -0.1% |
| 20 | X | 3.89% | $162,746,669 | ▼ -0% |
| 21 | ASTL | 1.89% | $78,901,157 | ▼ -0.1% |
| 22 | KEP | 0.20% | $8,255,498 | ▼ -0.1% |
| 23 | GAU | 0.76% | $31,621,341 | ▼ -0% |
| 24 | AFLYY | 0.09% | $3,857,389 | ▼ -0% |
| 25 | GHLD | 0.12% | $4,864,310 | ▼ -0% |
| 26 | ASIX | 0.12% | $4,847,517 | ▼ -0% |