DONALD SMITH & CO., INC.

CIK
814375
City
NEW YORK
State / Country
NY

Top Portfolio Positions

57 positions · $5,574,449,150 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AER
AerCap Holdings N.V.
Industrials
3,150,675 $432,209,596 7.75%
CGAU
Centerra Gold Inc.
Basic Materials
15,771,236 $280,570,288 5.03%
IAG
Iamgold Corp
Basic Materials
14,479,039 $272,495,513 4.89%
EGO
Eldorado Gold Corp /Fi
Basic Materials
7,275,268 $249,759,950 4.48%
SM
SM Energy Co
Energy
7,208,899 $224,773,470 4.03%
GNW
Genworth Financial Inc
Financial Services
25,486,303 $206,948,780 3.71%
SPNT
SiriusPoint Ltd
Financial Services
9,486,460 $204,338,348 3.67%
HOG
Harley-Davidson, Inc.
Consumer Cyclical
10,016,874 $202,541,192 3.63%
JXN
Jackson Financial Inc.
Financial Services
1,892,397 $200,064,210 3.59%
MHO
M/I Homes, Inc.
Consumer Cyclical
1,490,038 $182,455,153 3.27%

Portfolio Trend

25 quarters · across all stocks

Holdings in EQX

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $98,972,537 7,049,326
2025-09-30 $224,749,603 20,031,159
2025-06-30 $152,418,786 26,507,615
2025-03-31 $164,182,661 23,863,759
2024-12-31 $135,539,914 26,999,983
2024-09-30 $109,927,173 18,050,439
2024-06-30 $69,678,604 13,322,869
2024-03-31 $62,907,856 10,449,810
2023-12-31 $46,603,220 9,530,311
2023-09-30 $26,512,409 6,267,709
2023-06-30 $20,402,626 4,454,722
2023-03-31 $22,940,355 4,454,438
2022-12-31 $14,666,851 4,471,601
2022-09-30 $16,318,193 4,470,738
2022-06-30 $19,970,311 4,497,818
2022-03-31 $37,221,086 4,500,736
2021-12-31 $30,403,728 4,497,593
2021-09-30 $23,481,757 3,557,842
2021-06-30 $31,243,217 4,495,427
2021-03-31 $35,826,121 4,483,870
2020-12-31 $47,065,518 4,551,791
2020-09-30 $53,156,420 4,539,404
2020-06-30 $54,764,999 4,881,016
2020-03-31 $23,855,442 3,598,106