Donald Smith & Co's portfolio and holdings - Apr 2026

As per the latest corporate shareholdings filed, Donald Smith & Co publicly holds 51 stocks with a net worth of over US$ 5.1 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.

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 18.03 3,014,788 10.22% -0.05 54.4 M
Chatham Lodging Trust Donald Smith & Co Inc 8.57 4,684,548 9.96% 0.23 40.1 M
Hooker Furnishings Corporation Donald Smith & Co Inc 12.15 1,066,754 9.90% 0.65 13.0 M
Allegiant Travel Donald Smith & Co Inc 71.97 1,697,898 9.20% -0.39 122.2 M
RLJ Lodging Trust Donald Smith & Co Inc 8.35 13,140,744 8.65% 1.62 109.7 M
Harley-Davidson, Inc. Donald Smith & Co Inc 23.21 8,899,204 7.96% 1.87 206.6 M
Park Hotels & Resorts Inc Donald Smith & Co Inc 11.04 14,617,921 7.26% 0.91 161.4 M
SiriusPoint Ltd Donald Smith & Co Inc 22.77 8,428,966 7.20% 0.88 191.9 M
Centerra Gold Inc. Donald Smith & Co Inc 16.69 14,158,116 7.09% 1.29 236.3 M
Genworth Financial Inc - Ordinary Shares - Class A Donald Smith & Co Inc 8.87 23,775,853 6.14% -0.31 210.9 M
Global Ship Lease Inc - Ordinary Shares - Class A Donald Smith & Co Inc 39.75 2,088,499 5.80% -3.07 83.0 M
MI Homes Inc. Donald Smith & Co Inc 125.73 1,463,340 5.72% 0.36 184.0 M
Algoma Steel Group Inc Donald Smith & Co Inc 4.72 5,861,631 5.59% -0.07 27.7 M
Titan International, Inc. Donald Smith & Co Inc 7.53 3,491,649 5.42% 2.00 26.3 M
Motorcar Parts of America Inc. Donald Smith & Co Inc 11.14 960,289 5.00% 0.88 10.7 M
Universal Insurance Holdings Inc Donald Smith & Co Inc 39.08 1,149,374 4.12% -1.22 44.9 M
James River Group Holdings Ltd Donald Smith & Co Inc 6.13 1,671,220 3.64% 2.96 10.2 M
Tutor Perini Corp Donald Smith & Co Inc 92.76 1,810,076 3.44% -0.14 167.9 M
Iamgold Corp. Donald Smith & Co Inc 16.31 19,630,207 3.37% -0.82 320.2 M
Ferroglobe Plc Donald Smith & Co Inc 4.69 5,359,073 2.87% -1.18 25.1 M
Eldorado Gold Corp. Donald Smith & Co Inc 28.84 7,360,022 2.79% -1.18 212.3 M
Jackson Financial Inc - Ordinary Shares - Class A Donald Smith & Co Inc 113.42 1,954,400 2.78% 0.00 221.7 M
Metallus Inc. Donald Smith & Co Inc 18.62 963,671 2.31% 0.77 17.9 M
Radian Group, Inc. Donald Smith & Co Inc 35.46 3,012,255 2.23% 0.70 106.8 M
Golar Lng Donald Smith & Co Inc 56.40 2,151,627 2.11% -0.15 121.4 M
Aercap Holdings N.V. Donald Smith & Co Inc 137.73 3,082,705 1.95% 0.04 424.6 M
Ternium S.A. - ADR Donald Smith & Co Inc 42.76 3,808,645 1.94% 0.03 162.9 M
Ryerson Holding Corp. Donald Smith & Co Inc 26.23 613,727 1.91% 1.56 16.1 M
West Fraser Timber Co., Ltd. Donald Smith & Co Inc 59.45 1,489,342 1.90% NEW 88.5 M
Taylor Morrison Home Corp. Donald Smith & Co Inc 58.58 1,652,725 1.77% 0.02 96.8 M
Howard Hughes Holdings Inc Donald Smith & Co Inc 61.74 1,020,969 1.71% -0.11 63.0 M
Hamilton Insurance Group Ltd. - Ordinary Shares - Class B Donald Smith & Co Inc 30.01 1,552,870 1.56% 0.65 46.6 M
Mosaic Company Donald Smith & Co Inc 22.97 4,622,405 1.45% 0.29 106.2 M
Gerdau S.A. - ADR Donald Smith & Co Inc 4.50 24,211,588 1.23% 0.41 109.0 M
KB Home Donald Smith & Co Inc 48.09 725,394 1.16% 0.92 34.9 M
Everest Group Ltd Donald Smith & Co Inc 347.52 435,696 1.09% 0.13 151.4 M
Corebridge Financial Inc. Donald Smith & Co Inc 27.07 4,344,219 0.95% 0.24 117.6 M
AdvanSix Inc Donald Smith & Co Inc 25.42 245,950 0.92% 0.07 6.3 M
Ally Financial Inc Donald Smith & Co Inc 43.03 2,722,909 0.89% 0.06 117.2 M
Unum Group Donald Smith & Co Inc 80.24 1,315,212 0.82% -0.26 105.5 M
Waterstone Financial Inc Donald Smith & Co Inc 17.90 127,770 0.70% NEW 2.3 M
Bristow Group Inc. Donald Smith & Co Inc 49.42 172,897 0.58% -0.19 8.5 M
NMI Holdings Inc - Ordinary Shares - Class A Donald Smith & Co Inc 36.96 375,207 0.49% -0.11 13.9 M
Mohawk Industries, Inc. Donald Smith & Co Inc 94.93 289,009 0.47% 0.02 27.4 M
Triton International Ltd Donald Smith & Co Inc 79.55 254,191 0.46% -0.55 20.2 M
Nomura Holdings Inc. - ADR Donald Smith & Co Inc 7.77 12,695,534 0.44% 0.02 98.6 M
Honda Motor - ADR Donald Smith & Co Inc 23.86 2,648,828 0.20% 0.05 63.2 M
Perpetua Resources Corp. Donald Smith & Co Inc 26.91 238,000 0.19% 0.00 6.4 M
General Motors Company Donald Smith & Co Inc 75.70 1,702,430 0.19% -0.01 128.9 M
Citigroup Inc Donald Smith & Co Inc 125.63 1,260,430 0.07% 0.01 158.3 M
Hudbay Minerals Inc. Donald Smith & Co Inc 21.77 35,913 0.01% -1.44 781.8 K
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