Donald Smith & Co

$5.6B 13F equity value
67 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Donald Smith & Co covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
AERAERCAP HOLDINGS NV2,912,504$425M7.5%
EGOELDORADO GOLD CORP8,767,454$273M4.8%
CGAUCENTERRA GOLD INC.15,447,900$245M4.3%
HOGHARLEY-DAVIDSON INC9,279,072$227M4.0%
MHOM/I HOMES1,391,480$224M4.0%
GNWGENWORTH FINANCIAL INC.22,482,191$213M3.8%
PKPARK HOTELS & RESORTS INC14,534,708$207M3.7%
IAGIAMGOLD Corp.13,014,250$206M3.6%
SMSM ENERGY CO7,647,594$200M3.5%
JXNJACKSON FINANCIAL INC1,789,104$183M3.2%

Track Donald Smith & Co's 13F portfolio: $5.6B in reported holdings, 67 positions. Top holdings and quarterly changes on SentiSense.

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