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
21	GSL Global Ship Leas...	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	$36.17	06/30/2025
22	ALGT Allegiant Travel...	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	$82.64	06/30/2025
23	GM General Motors C...	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	$76.04	06/30/2025
24	HBM Hudbay Minerals ...	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	$17.48	06/30/2025
25	HHH Howard Hughes Ho...	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	$86.43	06/30/2025
26	NMR Nomura 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	$7.82	06/30/2025
27	BZH Beazer Homes USA...	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	$22.49	06/30/2025
28	CGAU Centerra Gold In...	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	$13.21	06/30/2025
29	RLJ RLJ Lodging Trus...	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	$7.33	06/30/2025
30	UVE Universal Insura...	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	$31.16	06/30/2025
31	ASTL Algoma Steel Gro...	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	$4.15	06/30/2025
32	RDN Radian Group 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	$34.73	06/30/2025
33	CLDT Chatham Lodging ...	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	$6.52	06/30/2025
34	GAU Galiano Gold 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	$2.40	06/30/2025
35	MU Micron Technolog...	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	$237.22	06/30/2025
36	MHK Mohawk Industrie...	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	$110.65	06/30/2025
37	GSM Ferroglobe PLC	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	$4.66	06/30/2025
38	INSW International Se...	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	$51.13	06/30/2025
39	CLCO Cool Company 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	$9.79	06/30/2025
40	NMIH NMI Holdings, In...	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	$37.57	06/30/2025

Showing 21 to 40 of 55 results

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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

Performance

Stocks

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