DONALD SMITH & CO., INC.: 13F holdings
CIK 8143752026Q2
| Positions | 66 |
|---|---|
| Reported value | $5.6bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AERCAP HOLDINGS NV | 2,912,504 | $424.6m | 7.5% |
| EGO ELDORADO GOLD CORP | 8,767,454 | $272.6m | 4.8% |
| CENTERRA GOLD INC. | 15,447,900 | $245.0m | 4.3% |
| HOG HARLEY-DAVIDSON INC | 9,279,072 | $227.0m | 4.0% |
| MHO M/I HOMES | 1,391,480 | $223.7m | 4.0% |
| GNW GENWORTH FINANCIAL INC. | 22,482,191 | $212.9m | 3.8% |
| PK PARK HOTELS & RESORTS INC | 14,534,708 | $207.1m | 3.7% |
| IAG IAMGOLD Corp. | 13,014,250 | $206.1m | 3.6% |
| SM SM ENERGY CO | 7,647,594 | $199.6m | 3.5% |
| JXN JACKSON FINANCIAL INC | 1,789,104 | $183.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="814375")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.