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
Automobiles & Auto Parts
Homebuilding & Construction Supplies
Oil & Gas
Investment Banking & Investment Services
Passenger Transportation Services
Construction & Engineering
Oil & Gas Related Equipment and Services
Chemicals
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
Watchlist
IAMGOLD Ord Shs (CA)
IMG
5.80%
-5.02M
$323.98M
$94.11M
19.63M
Metals & Mining
2025-12-31
Eldorado Gold Ord Shs (CA)
ELD
4.74%
-516.11K
$264.55M
$211.56M
7.36M
Metals & Mining
2025-12-31
6
Centerra Gold Ord Shs (CA)
CG
3.65%
+2.54M
$203.85M
$887.71M
14.16M
Metals & Mining
2025-12-31
3.35%
+82.09K
$187.23M
$211.36M
1.46M
Homebuilding & Construction Supplies
2025-12-31
