DONALD SMITH & CO., INC.

Position in GGB — Gerdau S.A.

CIK 814375 NEW YORK, NY

Position in GGB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$87,147,504

-$2,193,255 QoQ

Shares Held

24,140,583

-0.3% QoQ

Ownership

1.93%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Basic Materials · as of Mar 31, 2026

DONALD SMITH & CO., INC. holds $276,383,712 across 4 Steel names. GGB ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TX	Ternium S.A.	3,656,867	$146,823,210
2	GGB	Gerdau S.A. This page	24,140,583	$87,147,504
3	ASTL	Algoma Steel Group Inc.	6,028,929	$24,899,476
4	MTUS	Metallus Inc.	1,071,819	$17,513,522

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$87,147,504	24,140,583	-0.3%	Shares	Defined	2026-05-14
2025-12-31	$89,340,759	24,211,588	+49.2%	Shares	Defined	2026-02-11
2025-09-30	$50,310,805	16,229,292	+171.7%	Shares	Defined	2025-11-13
2025-06-30	$17,439,583	5,972,460	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.