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.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Insurance
Metals & Mining
Banking Services
Automobiles & Auto Parts
Homebuilding & Construction Supplies
Investment Banking & Investment Services
Oil & Gas
Passenger Transportation Services
Chemicals
Paper & Forest Products
Construction & Engineering
Other
Holdings
2026Q1
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
Centerra Gold Ord Shs (CA)
CG
4.67%
+1.61M
$279.55M
$581.57M
12.02M
Metals & Mining
2026-03-31
IAMGOLD Ord Shs (CA)
IMG
4.55%
-5.15M
$272.21M
--
11.87M
Metals & Mining
2026-03-31
4
Eldorado Gold Ord Shs (CA)
ELD
4.18%
-84.75K
$249.77M
$159.48M
5.73M
Metals & Mining
2026-03-31
3.05%
+26.70K
$182.46M
$167.19M
1.37M
Homebuilding & Construction Supplies
2026-03-31