Donald G. Smith Overview

Donald G. Smith

DONALD SMITH & CO., INC.

CIK: 0000814375

Last Update On: Nov 01, 2025

A value investor and portfolio manager known for his deep value investing strategy, with a focus on uncovering undervalued securities that offer significant turnaround potential.

$4.25 B

AUM

Holdings

1,227

TRADES

5 years

Avg. Holding Period

Top Investments

DONALD SMITH & CO., INC.'s Investment in the top 10 stocks and others.

AER

EGO

GNW

IAG

MHO

EQX

JXN

UNM

CRBG

SPNT

Others

Sector Breakdown

DONALD SMITH & CO., INC.'s Investment in the top 10 stocks and others.

Financial Services

28.48%

Basic Materials

25.43%

Industrials

17.23%

Consumer Cyclical

14.7%

Real Estate

6.89%

Energy

6.5%

Technology

0.77%

Utilities

Performance

Stocks

#	Ticker	Shares	Shares Value	% Portfolio	Change	QoQ Change	Quarter	Current Price	Report Date
01	AER AerCap Holdings ...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$139.99	06/30/2025
02	EGO Eldorado Gold Co...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$31.10	06/30/2025
03	GNW Genworth Financi...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$8.66	06/30/2025
04	IAG IAMGOLD Corporat...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$15.27	06/30/2025
05	MHO M/I Homes, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$133.57	06/30/2025
06	EQX Equinox Gold Cor...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$13.94	06/30/2025
07	JXN Jackson Financia...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$98.25	06/30/2025
08	UNM Unum Group	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$74.28	06/30/2025
09	CRBG Corebridge Finan...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$30.37	06/30/2025
10	SPNT SiriusPoint Ltd.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$21.50	06/30/2025
11	TPC Tutor Perini Cor...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$67.79	06/30/2025
12	HOG Harley-Davidson,...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$23.36	06/30/2025
13	PK Park Hotels & Re...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$10.53	06/30/2025
14	CIVI Civitas Resource...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$30.39	06/30/2025
15	TMHC Taylor Morrison ...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$62.43	06/30/2025
16	MOS The Mosaic Compa...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$23.60	06/30/2025
17	TX Ternium S.A.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$38.46	06/30/2025
18	ALLY Ally Financial I...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$42.39	06/30/2025
19	GLNG Golar LNG Limite...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$38.27	06/30/2025
20	C Citigroup Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$108.83	06/30/2025

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Frequently Asked Questions

A value investor and portfolio manager known for his deep value investing strategy, with a focus on uncovering undervalued securities that offer significant turnaround potential.

Explore Donald G. Smith largest investments on Stocks.News, including companies like AerCap Holdings N.V. , United States Steel Corporation , M/I Homes, Inc. , and their significance in his portfolio.

Donald G. Smith portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells.

Donald G. Smith currently invests in companies such as General Motors Company

The largest holding in Donald G. Smith portfolio is AerCap Holdings N.V..

As of Jun 30, 2025, Donald G. Smith portfolio is valued at approximately $4.25 B, based on the latest filings available on Stocks.News.

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Donald G. Smith

Top Investments

Sector Breakdown

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Stocks

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