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%

Holdings in GM

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Report Date Value (USD) Shares
2026-03-31 $130,147,924 1,746,952