DONALD SMITH & CO., INC.
DONALD SMITH & CO., INC. reported 66 positions worth $5.65B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AER (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AER | SH | $424.6M | 7.52% | 2,912,504 | — | — | |
| ▸ 2 | EGO | SH | $272.6M | 4.82% | 8,767,454 | — | — | |
| ▸ 3 | CGAU | SH | $245.0M | 4.34% | 15,447,900 | — | — | |
| ▸ 4 | HOG | SH | $227.0M | 4.02% | 9,279,072 | — | — | |
| ▸ 5 | MHO | SH | $223.7M | 3.96% | 1,391,480 | — | — | |
| ▸ 6 | GNW | SH | $212.9M | 3.77% | 22,482,191 | — | — | |
| ▸ 7 | PK | SH | $207.1M | 3.67% | 14,534,708 | — | — | |
| ▸ 8 | IAG | SH | $206.1M | 3.65% | 13,014,250 | — | — | |
| ▸ 9 | SM | SH | $199.6M | 3.53% | 7,647,594 | — | — | |
| ▸ 10 | JXN | SH | $183.2M | 3.24% | 1,789,104 | — | — |
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Frequently Asked Questions
What stocks does DONALD SMITH & CO., INC. hold as of Q2 2026?
DONALD SMITH & CO., INC. reported 66 positions worth $5.65B in its Q2 2026 13F filing. Largest positions: AER (7.5%), EGO (4.8%), CGAU (4.3%), HOG (4.0%) and MHO (4.0%).
What did DONALD SMITH & CO., INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DONALD SMITH & CO., INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.