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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
$4.43B
43.18%
Latest2025Q2
Top BuysGGB (US)
Top SellsJBLU (US)

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 Related Equipment and Services
Construction & Engineering
Oil & Gas
Chemicals
Passenger Transportation Services
Other

Holdings

2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
8.28%
-163.45K
$366.64M
$366.64M
3.13M
Banking Services
2025-06-30
Eldorado Gold Ord Shs (CA)
ELD
4.82%
-2.01M
$213.52M
$293.06M
10.48M
Metals & Mining
2025-06-30
4.60%
-916.30K
$203.82M
$203.82M
26.20M
Insurance
2025-06-30
4
IAMGOLD Ord Shs (CA)
IMG
4.48%
-1.87M
$198.56M
$7.54M
26.94M
Metals & Mining
2025-06-30
4.03%
-568.65K
$178.31M
--
4.22M
Metals & Mining
2025-03-31
3.56%
+125.42K
$157.91M
$157.91M
1.41M
Homebuilding & Construction Supplies
2025-06-30
3.44%
+2.64M
$152.42M
$152.42M
26.51M
Metals & Mining
2025-06-30
3.41%
+33.04K
$150.86M
$150.86M
1.70M
Insurance
2025-06-30
3.29%
-132.33K
$145.85M
$145.85M
1.81M
Insurance
2025-06-30
3.27%
+72.66K
$144.96M
$144.96M
4.08M
Insurance
2025-06-30
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