Donald Smith & Co·CIK 814375
57
Positions
$4.1B
Portfolio Value
27
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| 3 | EQX | 4.02% | $164,182,662 | ▲ +0.8% |
| 4 | IAG | 4.41% | $180,033,150 | ▲ +0.6% |
| 5 | EG | 1.79% | $73,097,999 | ▲ +0.4% |
| 6 | X | 4.37% | $178,312,901 | ▲ +0.5% |
| 7 | GNW | 4.71% | $192,242,379 | ▲ +0.4% |
| 8 | NMR | 1.57% | $64,037,496 | ▲ +0.3% |
| 9 | TPC | 2.29% | $93,443,680 | ▲ +0.3% |
| 10 | TX | 2.36% | $96,589,456 | ▲ +0.3% |
| 11 | HBM | 1.03% | $42,119,733 | ▲ +0.2% |
| 12 | MOS | 2.08% | $84,854,184 | ▲ +0.2% |
| 13 | UVE | 1.07% | $43,530,217 | ▲ +0.2% |
| 14 | AER | 8.25% | $336,863,583 | ▲ +0.3% |
| 15 | SPNT | 3.29% | $134,440,280 | ▲ +0.2% |
| 16 | GSL | 1.80% | $73,578,942 | ▲ +0.2% |
| 17 | JXN | 3.42% | $139,581,418 | ▲ +0.2% |
| 18 | INSW | 0.40% | $16,358,005 | ▲ +0.1% |
| 19 | ALLY | 2.31% | $94,460,291 | ▲ +0.1% |
| 20 | CGAU | 1.29% | $52,621,440 | ▲ +0.1% |
| 21 | TWI | 0.16% | $6,372,088 | ▲ +0.1% |
| 22 | CRBG | 3.10% | $126,617,294 | ▲ +0% |
| 23 | DC | 0.07% | $2,862,000 | ▲ +0.1% |
| 24 | MPAA | 0.24% | $9,728,551 | ▲ +0% |
| 25 | GSM | 0.59% | $24,198,512 | ▲ +0% |
| 26 | GHLD | 0.14% | $5,828,153 | ▲ +0% |
| 27 | MU | 0.77% | $31,270,321 | ▲ +0.1% |
| 28 | GAU | 0.79% | $32,354,138 | ▲ +0% |
| 29 | AFLYY | 0.10% | $4,201,516 | ▲ +0% |