Donald G. Smith
Donald Smith & Co.
Value investor and portfolio manager known for his deep value investing approach and his focus on identifying undervalued securities with significant turnaround potential.
Latest Changes
Indicators
Latest (2026Q1)
Previous (2025Q4)
Change
Mkt Value (report date)
5.55B
5.19B
+7.01%
Shares Held
59
55
+7.27%
Buys
43
29
+48.28%
Sells
14
23
-39.13%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
Centerra Gold Ord Shs (CA)
CG
4.67%
+1.61M
$279.55M
$581.57M
12.02M
2026-03-31
IAMGOLD Ord Shs (CA)
IMG
4.55%
-5.15M
$272.21M
--
11.87M
2026-03-31
4
Eldorado Gold Ord Shs (CA)
ELD
4.18%
-84.75K
$249.77M
$159.48M
5.73M
2026-03-31
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
IAMGOLD Ord Shs (CA)
IMG
Sell
-5.15M
-23.20%
11.87M
$272.21M
2026-03-31
Honda Motor Ord Shs (JP)
7267
Buy
+2.52M
+4374.30%
57.50K
$82.88M
2026-03-31
4
Park Hotels Resorts Ord Shs (US)
PK
Buy
+2.01M
+13.90%
14.44M
$175.10M
2026-03-31
5
RLJ Lodging Trust REIT Ord Shs (US)
RLJ
Buy
+1.86M
+16.60%
11.19M
$111.30M
2026-03-31
8
Centerra Gold Ord Shs (CA)
CG
Buy
+1.61M
+13.40%
12.02M
$279.55M
2026-03-31
