Donald Smith & Co·CIK 814375
59
Positions
$5.3B
Portfolio Value
27
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| 3 | UNM | 1.91% | $101,928,930 | ▼ -0.8% |
| 4 | CLCO | 0.13% | $7,119,500 | ▼ -0.5% |
| 5 | GSL | 1.37% | $73,181,005 | ▼ -0.6% |
| 6 | CIVI | 2.28% | $121,511,545 | ▼ -0.5% |
| 7 | MOS | 2.09% | $111,353,736 | ▼ -0.5% |
| 8 | TMHC | 1.82% | $97,295,921 | ▼ -0.4% |
| 9 | BZH | 1.14% | $61,109,753 | ▼ -0.3% |
| 10 | GLNG | 1.50% | $80,062,041 | ▼ -0.4% |
| 11 | MHO | 3.51% | $187,234,353 | ▼ -0.5% |
| 12 | JXN | 3.90% | $208,436,760 | ▼ -0.1% |
| 13 | GSM | 0.47% | $24,866,099 | ▼ -0.2% |
| 14 | HHH | 1.53% | $81,442,697 | ▼ -0.3% |
| 15 | GNW | 4.02% | $214,695,953 | ▼ -0.4% |
| 16 | HOG | 3.42% | $182,344,690 | ▼ -0.4% |
| 17 | IAG | 6.06% | $323,702,113 | ▼ -0.3% |
| 18 | MHK | 0.59% | $31,588,684 | ▼ -0.1% |
| 19 | GHLD | 0.06% | $3,170,221 | SOLD |
| 20 | TPC | 2.27% | $121,311,294 | ▼ -0.2% |
| 21 | NMIH | 0.29% | $15,304,694 | ▼ -0.1% |
| 22 | VTOL | 0.12% | $6,331,488 | ▼ -0% |
| 23 | MPAA | 0.22% | $11,849,966 | ▼ -0% |
| 24 | IWD | 0.05% | $2,734,420 | ▼ -0% |
| 25 | UVE | 0.73% | $38,848,841 | ▼ -0.1% |
| 26 | MU | 0.01% | $416,292 | SOLD |
| 27 | AFLYY | 0.11% | $5,977,538 | ▼ -0% |