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
Metals & Mining
Insurance
Banking Services
Homebuilding & Construction Supplies
Automobiles & Auto Parts
Investment Banking & Investment Services
Oil & Gas
Chemicals
Oil & Gas Related Equipment and Services
Construction & Engineering
Passenger Transportation Services
Other
Holdings
2025Q3
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
IAMGOLD Ord Shs (CA)
IMG
6.33%
-2.28M
$318.44M
$5.91M
24.65M
Metals & Mining
2025-09-30
Eldorado Gold Ord Shs (CA)
ELD
4.52%
-2.61M
$227.40M
$226.40M
7.88M
Metals & Mining
2025-09-30
3.97%
-27.14K
$199.51M
$199.51M
1.38M
Homebuilding & Construction Supplies
2025-09-30
