Donald G. Smith - Donald Smith & Co. 13F Activity & Position Changes (Q1 2019)

According to the SEC 13F filed on Aug 11, 2026, the Donald Smith & Co. portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. 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 2019, the filing reported:

New Buys - Green Plains, Inc.

Increases - CNA Financial Corporation, Eldorado Gold Corporation, Gold Fields Limited, Jefferies Financial Group Inc., Kimball Electronics, Inc.

Reductions - AerCap, Air France KLM, Alamos Gold Inc., American International Group, I, Beazer Homes USA, Inc., and 19 more

Complete Exits - Coeur Mining, Inc., Axis Capital

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	AER AerCap	AerCap	Sell	-881,130	-12.8%	$278.17K	5,977,008
Q1 2019	AFLYY Air France KLM	Air France KLM	Sell	-880,893	-3.7%	$255.54K	22,755,435
Q1 2019	AGI Alamos Gold Inc.	Alamos Gold Inc.	Sell	-678,876	-45.0%	$4.21K	829,711
Q1 2019	AIG American International Group, I	American International Group, I	Sell	-158,886	-9.1%	$68.27K	1,585,411
Q1 2019	BZH Beazer Homes USA, Inc.	Beazer Homes USA, Inc.	Sell	-353,545	-10.5%	$34.77K	3,020,930
Q1 2019	C Citigroup, Inc.	Citigroup, Inc.	Sell	-197,175	-16.7%	$61.39K	986,636
Q1 2019	CDE Coeur Mining, Inc.	Coeur Mining, Inc.	Sell - Position Exit	-1,234,589	-100.0%	$0.00	-
Q1 2019	CNA CNA Financial Corporation	CNA Financial Corporation	Buy	+2,991	+0.1%	$89.99K	2,075,946
Q1 2019	EG Everest Group	Everest Group	Sell	-9,930	-3.0%	$69.10K	319,973
Q1 2019	EGO Eldorado Gold Corporation	Eldorado Gold Corporation	Buy	+2,099,175	+104.7%	$19.00K	4,103,511
Q1 2019	G0692U109 Axis Capital	Axis Capital	Sell - Position Exit	-367,016	-100.0%	$0.00	-
Q1 2019	GFI Gold Fields Limited	Gold Fields Limited	Buy	+1,280,365	+4.1%	$120.10K	32,198,559
Q1 2019	GPRE Green Plains, Inc.	Green Plains, Inc.	Buy - Position Entry	+243,118	-	$4.05K	243,118
Q1 2019	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-16,258	-32.8%	$6.39K	33,270
Q1 2019	HBM Hudbay Minerals Inc.	Hudbay Minerals Inc.	Sell	-50,768	-8.9%	$3.71K	519,192
Q1 2019	IAG Iamgold Corporation	Iamgold Corporation	Sell	-3,345,145	-10.4%	$100.01K	28,821,746
Q1 2019	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-423,859	-4.4%	$150.22K	9,181,857
Q1 2019	JEF Jefferies Financial Group Inc.	Jefferies Financial Group Inc.	Buy	+57,129	+6.5%	$17.70K	941,761
Q1 2019	KBH KB Home	KB Home	Sell	-418,746	-55.4%	$8.14K	336,644
Q1 2019	KE Kimball Electronics, Inc.	Kimball Electronics, Inc.	Buy	+630	+0.1%	$6.77K	436,899
Q1 2019	KEP Korea Electric Power Corporatio	Korea Electric Power Corporatio	Sell	-749,413	-25.9%	$27.94K	2,147,424
Q1 2019	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell	-2,258,463	-4.6%	$161.16K	46,848,602
Q1 2019	L Loews Corporation	Loews Corporation	Sell	-149,757	-23.1%	$23.92K	498,993
Q1 2019	MHO M/I Homes, Inc.	M/I Homes, Inc.	Sell	-362,312	-14.1%	$58.64K	2,202,911
Q1 2019	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-1,987,514	-25.8%	$236.16K	5,714,002
Q1 2019	PLAB Photronics, Inc.	Photronics, Inc.	Sell	-1,259,286	-34.9%	$22.23K	2,351,822
Q1 2019	SANM Sanmina Corporation	Sanmina Corporation	Sell	-226,848	-15.8%	$34.83K	1,207,263
Q1 2019	TMHC Taylor Morrison Home Corporatio	Taylor Morrison Home Corporatio	Sell	-479,536	-5.6%	$144.03K	8,114,162
Q1 2019	TOL Toll Brothers, Inc.	Toll Brothers, Inc.	Sell	-197,011	-62.3%	$4.33K	119,469
Q1 2019	TPC Tutor Perini Corporation	Tutor Perini Corporation	Sell	-110,488	-6.3%	$28.10K	1,641,240

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