Donald G. Smith - Donald Smith & Co. 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, the Donald Smith & Co. portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2017, the filing reported:
New Buys - New Gold Inc., Taylor Morrison Home Corporatio
Increases - Axcelis Technologies, Inc., Alamos Gold Inc., Bank of America Corporation, CNA Financial Corporation, Iamgold Corporation, and 9 more
Reductions - AerCap, Air France KLM, American International Group, I, Citigroup, Inc., Coeur Mining, Inc., and 14 more
Complete Exits - NRG Energy, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
ACLS
Axcelis Technologies, Inc.
|
Buy |
+192,111
|
|
Q1 2017
|
AER
AerCap
|
Sell |
-47,869
|
|
Q1 2017
|
AFLYY
Air France KLM
|
Sell |
-26,677
|
|
Q1 2017
|
AGI
Alamos Gold Inc.
|
Buy |
+500,218
|
|
Q1 2017
|
AIG
American International Group, I
|
Sell |
-185,965
|
|
Q1 2017
|
BAC
Bank of America Corporation
|
Buy |
+66
|
|
Q1 2017
|
C
Citigroup, Inc.
|
Sell |
-34,466
|
|
Q1 2017
|
CDE
Coeur Mining, Inc.
|
Sell |
-99,446
|
|
Q1 2017
|
CNA
CNA Financial Corporation
|
Buy |
+407
|
|
Q1 2017
|
EG
Everest Group
|
Sell |
-6,159
|
|
Q1 2017
|
G0692U109
Axis Capital
|
Sell |
-412,367
|
|
Q1 2017
|
GRP-U
Granite Real Estate Inc. Staple
|
Sell |
-180,896
|
|
Q1 2017
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-20,351
|
|
Q1 2017
|
HBM
Hudbay Minerals Inc.
|
Sell |
-7,799
|
|
Q1 2017
|
HMN
Horace Mann Educators Corporati
|
Sell |
-773
|
|
Q1 2017
|
IAG
Iamgold Corporation
|
Buy |
+75,649
|
|
Q1 2017
|
JBLU
JetBlue Airways Corporation
|
Buy |
+83,602
|
|
Q1 2017
|
KBH
KB Home
|
Buy |
+169,696
|
|
Q1 2017
|
KE
Kimball Electronics, Inc.
|
Sell |
-41,070
|
|
Q1 2017
|
KELYA
Kelly Services, Inc.
|
Sell |
-3,108
|
|
Q1 2017
|
KEP
Korea Electric Power Corporatio
|
Buy |
+514,994
|
|
Q1 2017
|
KGC
Kinross Gold Corporation
|
Sell |
-439,671
|
|
Q1 2017
|
L
Loews Corporation
|
Sell |
-140,291
|
|
Q1 2017
|
MHO
M/I Homes, Inc.
|
Buy |
+69,733
|
|
Q1 2017
|
MU
Micron Technology, Inc.
|
Sell |
-996,776
|
|
Q1 2017
|
NEM
Newmont Corporation
|
Buy |
+350
|
|
Q1 2017
|
NGD
New Gold Inc.
|
Buy - Position Entry |
+8,839,539
|
|
Q1 2017
|
NRG
NRG Energy, Inc.
|
Sell - Position Exit |
-1,049,636
|
|
Q1 2017
|
NWSA
News Corporation
|
Buy |
+1,405
|
|
Q1 2017
|
PAAS
Pan American Silver Corp.
|
Buy |
+209
|
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