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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.

Shares Held
Asset Size
% Top 10
81
$5.03B
44.56%
Latest2025Q3
Top BuysGGB (US)
Top SellsEQX (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
5.03B
5.21B
-3.42%
Shares Held
81
85
-4.71%
Buys
23
23
0.00%
Sells
32
33
-3.03%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
7.51%
-9.11K
$378.07M
$378.07M
3.12M
2025-09-30
IAMGOLD Ord Shs (CA)
IMG
6.33%
-2.28M
$318.44M
$5.91M
24.65M
2025-09-30
Eldorado Gold Ord Shs (CA)
ELD
4.52%
-2.61M
$227.40M
$226.40M
7.88M
2025-09-30
4.47%
-6.48M
$224.75M
$224.75M
20.03M
2025-09-30
4.42%
-1.22M
$222.29M
$222.29M
24.98M
2025-09-30
3.97%
-27.14K
$199.51M
$199.51M
1.38M
2025-09-30
3.95%
+265.54K
$198.88M
$198.88M
1.96M
2025-09-30
3.77%
+1.29M
$189.82M
$189.82M
6.80M
2025-09-30
2.82%
+760.41K
$141.87M
$141.87M
12.80M
2025-09-30
2.79%
-153.81K
$140.61M
$140.61M
4.33M
2025-09-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Buy
+10.26M
+38.70%
16.23M
$50.31M
2025-09-30
Sell
-6.48M
-24.40%
20.03M
$224.75M
2025-09-30
Centerra Gold Ord Shs (CA)
CG
Buy
+3.57M
+23.50%
11.62M
$124.49M
2025-09-30
Buy
+3.25M
+23.30%
10.68M
$76.88M
2025-09-30
5
Eldorado Gold Ord Shs (CA)
ELD
Sell
-2.61M
-24.80%
7.88M
$227.40M
2025-09-30
6
IAMGOLD Ord Shs (CA)
IMG
Sell
-2.28M
-8.40%
24.65M
$318.44M
2025-09-30
New
+2.06M
+50.00%
2.06M
$63.41M
2025-09-30
8
HudBay Minerals Ord Shs (CA)
HBM
Sell
-1.68M
-22.50%
5.76M
$87.24M
2025-09-30
9
Galiano Gold Ord Shs (CA)
GAU
Sell
-1.39M
-5.40%
24.12M
$52.49M
2025-09-30
Buy
+1.36M
+9.80%
12.42M
$90.30M
2025-09-30

Holding Performance

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