DONALD SMITH & CO., INC.

Position in GGB — Gerdau S.A.

CIK 814375 NEW YORK, NY

Position in GGB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$70,662,872

-$16,484,632 QoQ

Shares Held

17,490,810

-27.5% QoQ

Ownership

0.891%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

of 213 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Basic Materials · as of Jun 30, 2026

DONALD SMITH & CO., INC. holds $237,543,206 across 4 Steel names. GGB ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TX	Ternium S.A.	3,141,248	$134,131,289
2	GGB	Gerdau S.A. This page	17,490,810	$70,662,872
3	ASTL	Algoma Steel Group Inc.	5,277,631	$21,374,405
4	MTUS	Metallus Inc.	608,595	$11,374,640

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,662,872	17,490,810	-27.5%	Shares	Defined	2026-08-11
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.