Donald Smith & Co's portfolio and holdings - Oct 2025

As per the latest corporate shareholdings filed, Donald Smith & Co publicly holds 53 stocks with a net worth of over US$ 4.5 B.

These are shares held by Donald Smith & Co as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Beazer Homes USA Inc. Donald Smith & Co Inc 22.05 3,106,887 10.45% 0.00 68.5 M
Chatham Lodging Trust Donald Smith & Co Inc 6.43 4,817,121 9.84% 0.00 31.0 M
Hooker Furnishings Corporation Donald Smith & Co Inc 9.29 984,761 9.16% 0.00 9.1 M
Global Ship Lease Inc - Ordinary Shares - Class A Donald Smith & Co Inc 31.80 3,238,868 9.05% 0.00 103.0 M
Allegiant Travel Donald Smith & Co Inc 68.91 1,506,633 8.21% 0.00 103.8 M
Genworth Financial Inc - Ordinary Shares - Class A Donald Smith & Co Inc 8.59 26,198,280 6.38% 0.00 225.0 M
Park Hotels & Resorts Inc Donald Smith & Co Inc 10.16 12,044,177 6.03% 0.00 122.4 M
SiriusPoint Ltd Donald Smith & Co Inc 19.37 6,852,137 5.87% 0.00 132.7 M
Algoma Steel Group Inc Donald Smith & Co Inc 3.66 6,040,168 5.76% 0.00 22.1 M
Universal Insurance Holdings Inc Donald Smith & Co Inc 32.77 1,564,468 5.58% 0.00 51.3 M
Tutor Perini Corp Donald Smith & Co Inc 67.40 2,916,832 5.53% 0.00 196.6 M
MI Homes Inc. Donald Smith & Co Inc 126.87 1,408,390 5.39% 0.00 178.7 M
Civitas Resources Inc - Ordinary Shares New Donald Smith & Co Inc 26.35 4,480,368 5.25% 0.00 118.1 M
Eldorado Gold Corp. Donald Smith & Co Inc 26.27 10,481,326 5.21% 0.00 275.3 M
Motorcar Parts of America Inc. Donald Smith & Co Inc 17.28 959,394 4.96% 0.00 16.6 M
RLJ Lodging Trust Donald Smith & Co Inc 6.86 7,423,055 4.95% 0.00 50.9 M
Iamgold Corp. Donald Smith & Co Inc 12.04 26,937,710 4.68% 0.00 324.3 M
Harley-Davidson, Inc. Donald Smith & Co Inc 25.14 5,517,795 4.54% 0.00 138.7 M
Ferroglobe Plc Donald Smith & Co Inc 4.14 7,811,120 4.19% 0.00 32.3 M
Centerra Gold Inc. Donald Smith & Co Inc 11.35 8,050,840 3.99% 0.00 91.4 M
Jackson Financial Inc - Ordinary Shares - Class A Donald Smith & Co Inc 92.13 1,699,087 2.50% 0.00 156.5 M
Golar Lng Donald Smith & Co Inc 39.19 2,434,875 2.38% 0.00 95.4 M
Titan International, Inc. Donald Smith & Co Inc 7.71 1,459,953 2.28% 0.00 11.3 M
Hudbay Minerals Inc. Donald Smith & Co Inc 15.74 7,442,968 1.88% 0.00 117.2 M
Howard Hughes Holdings Inc Donald Smith & Co Inc 78.25 1,097,680 1.85% 0.00 85.9 M
Aercap Holdings N.V. Donald Smith & Co Inc 132.25 3,133,638 1.84% 0.00 414.4 M
Taylor Morrison Home Corp. Donald Smith & Co Inc 58.58 1,792,671 1.83% 0.00 105.0 M
Ternium S.A. - ADR Donald Smith & Co Inc 35.63 3,412,385 1.74% 0.00 121.6 M
International Seaways Inc Donald Smith & Co Inc 52.37 709,036 1.44% 0.00 37.1 M
Metallus Inc. Donald Smith & Co Inc 17.25 556,489 1.33% 0.00 9.6 M
Unum Group Donald Smith & Co Inc 76.78 1,805,966 1.08% 0.00 138.7 M
Mosaic Company Donald Smith & Co Inc 24.92 2,945,644 0.93% 0.00 73.4 M
Bristow Group Inc. Donald Smith & Co Inc 37.94 250,953 0.87% 0.00 9.5 M
Ally Financial Inc Donald Smith & Co Inc 38.63 2,575,724 0.84% 0.00 99.5 M
Radian Group, Inc. Donald Smith & Co Inc 33.90 1,065,289 0.79% 0.00 36.1 M
Corebridge Financial Inc. Donald Smith & Co Inc 29.91 4,083,348 0.78% 0.00 122.1 M
Everest Group Ltd Donald Smith & Co Inc 319.61 311,037 0.74% 0.00 99.4 M
AdvanSix Inc Donald Smith & Co Inc 18.15 191,743 0.71% 0.00 3.5 M
Hamilton Insurance Group Ltd. - Ordinary Shares - Class B Donald Smith & Co Inc 25.68 660,144 0.67% 0.00 17.0 M
NMI Holdings Inc - Ordinary Shares - Class A Donald Smith & Co Inc 36.08 465,610 0.60% 0.00 16.8 M
Scorpio Tankers Inc Donald Smith & Co Inc 63.20 277,149 0.54% 0.00 17.5 M
Triton International Ltd Donald Smith & Co Inc 79.55 254,191 0.46% 0.00 20.2 M
Mohawk Industries, Inc. Donald Smith & Co Inc 106.88 277,390 0.45% 0.00 29.6 M
Nomura Holdings Inc. - ADR Donald Smith & Co Inc 7.07 11,063,436 0.38% 0.00 78.2 M
Ryerson Holding Corp. Donald Smith & Co Inc 20.51 111,400 0.35% 0.00 2.3 M
Guild Holdings Co - Ordinary Shares - Class A Donald Smith & Co Inc 19.98 210,859 0.34% 0.00 4.2 M
Gerdau S.A. - ADR Donald Smith & Co Inc 3.57 5,972,460 0.30% 0.00 21.3 M
KB Home Donald Smith & Co Inc 60.66 152,765 0.24% 0.00 9.3 M
Perpetua Resources Corp. Donald Smith & Co Inc 20.85 265,000 0.22% 0.00 5.5 M
General Motors Company Donald Smith & Co Inc 68.84 1,656,190 0.18% 0.00 114.0 M
Citigroup Inc Donald Smith & Co Inc 100.85 1,164,789 0.07% 0.00 117.5 M
Micron Technology Inc. Donald Smith & Co Inc 238.33 259,453 0.02% 0.00 61.8 M
Korea Electric Power - ADR Donald Smith & Co Inc 15.91 9,149 0.00% 0.00 145.6 K
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