DONALD SMITH & CO., INC. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, DONALD SMITH & CO., INC. held in its portfolio 60 assets valued at $5,338,514,858 (i.e. $5.34B).

The most valuable assets in the portfolio included: AERCAP HOLDINGS NV ($443.17M), IAMGOLD Corp. ($323.70M), and ELDORADO GOLD CORP ($264.37M).

The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in DONALD SMITH & CO., INC. Portfolio
AERCAP HOLDINGS NV
IAMGOLD Corp.
ELDORADO GOLD CORP
GENWORTH FINANCIAL INC.
JACKSON FINANCIAL INC
CENTERRA GOLD INC.
M/I HOMES
SIRIUSPOINT LTD
HARLEY-DAVIDSON INC
PARK HOTELS & RESORTS INC
DONALD SMITH & CO., INC. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
AERCAP HOLDINGS NV 3082705 443169671 COM
IAMGOLD Corp. 19630207 323702113 COM
ELDORADO GOLD CORP 7360022 264371990 COM
GENWORTH FINANCIAL INC. 23775853 214695953 COM
JACKSON FINANCIAL INC 1954400 208436760 COM
CENTERRA GOLD INC. 14158116 203452127 COM
M/I HOMES 1463340 187234353 COM
SIRIUSPOINT LTD 8428966 184510066 COM
HARLEY-DAVIDSON INC 8899204 182344690 COM
PARK HOTELS & RESORTS INC 14617921 152903454 COM
EVEREST GROUP LTD. 435696 147853438 COM
CITIGROUP INC 1260430 147079577 COM
TERNIUM SA - SPONSORED ADR 3808645 145452153 COM
ALLEGIANT TRAVEL CO 1697898 144779762 COM
GENERAL MOTORS 1702430 138441608 COM
COREBRIDGE FINANCIAL INC 4344219 131065087 COM
ALLY FINANCIAL INC 2722909 123320549 COM
CIVITAS RESOURCES INC 4485476 121511545 COM
TUTOR PERINI CORP 1810076 121311294 COM
THE MOSAIC COMPANY 4622405 111353736 COM
RADIAN GROUP INC 3012255 108411057 COM
NOMURA HOLDINGS INC 12695534 106515530 COM
UNUM GROUP 1315212 101928930 COM
EQUINOX GOLD CORP 7049326 98972537 COM
RLJ LODGING TRUST 13140744 97898543 COM
TAYLOR MORRISON HOME CORP 1652725 97295921 COM
WEST FRASER TIMBER CO LTD 1489342 91013690 COM
GERDAU SA 24211588 89340760 COM
HOWARD HUGHES HOLDINGS INC 1020969 81442697 COM
GOLAR LNG LTD 2151627 80062041 COM
HONDA MOTOR CO ADR 2648828 78087449 COM
GLOBAL SHIP LEASE INC- CL A 2088499 73181005 COM
BEAZER HOMES USA INC 3014788 61109753 COM
GALIANO GOLD INC 22956283 58079396 COM
RYERSON HOLDING CORP 1889916 47550287 COM
HAMILTON INSURANCE GROUP - CLASS B 1552870 43325073 COM
KB HOME 725394 40919476 COM
UNIVERSAL INSURANCE HOLDINGS 1149374 38848841 COM
CHATHAM LODGING TRUST 4684548 31901772 COM
MOHAWK INDUSTRIES INC 289009 31588684 COM
TITAN INTERNATIONAL INC 3491649 27339612 COM
FERROGLOBE PLC 5359073 24866099 COM
ALGOMA STEEL GROUP INC 5861631 24032687 COM
METALLUS INC 963671 16536594 COM
NMI HOLDINGS INC 375207 15304694 COM
HOOKER FURNISHINGS CORP 1066754 12043653 COM
MOTORCAR PARTS OF AMERICA 960289 11849966 COM
JAMES RIVER GROUP HOLDINGS 1671220 10628959 COM
COOL CO LTD 737772 7119500 COM
BRISTOW GROUP INC 172897 6331488 COM
DAKOTA GOLD CORP 1080000 6134400 COM
AIR FRANCE KLM 4580489 5977538 COM
PERPETUA RESOURCES CORP 238000 5761980 COM
ADVANSIX INC 245950 4254935 COM
RUSSELL 1000 13000 2734420 COM
WATERSTONE FINANCIAL INC 127770 2114594 COM
HUDBAY MINERALS 35913 712873 COM
AZURE POWER GLOBAL LTD 299126 299126 COM
RESOLUTE FOREST PRODUCTS - CONTINGENT VALUE RTS 5866 8330 WTS
GREAT PANTHER MINING 472001 47 COM