Donald G. Smith - Donald Smith & Co. 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, 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 Q2 2013, the filing reported:
New Buys - AerCap, Air France KLM, American International Group, I, Banner Corporation, Bassett Furniture Industries, I, and 35 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q2 2013
|
AER
AerCap
|
Buy - Position Entry |
+10,371,253
|
|
Q2 2013
|
AFLYY
Air France KLM
|
Buy - Position Entry |
+15,778,152
|
|
Q2 2013
|
AIG
American International Group, I
|
Buy - Position Entry |
+2,241,694
|
|
Q2 2013
|
BANR
Banner Corporation
|
Buy - Position Entry |
+425,544
|
|
Q2 2013
|
BSET
Bassett Furniture Industries, I
|
Buy - Position Entry |
+687,964
|
|
Q2 2013
|
CDE
Coeur Mining, Inc.
|
Buy - Position Entry |
+7,603,259
|
|
Q2 2013
|
CENX
Century Aluminum Company
|
Buy - Position Entry |
+627,284
|
|
Q2 2013
|
CNA
CNA Financial Corporation
|
Buy - Position Entry |
+3,700,493
|
|
Q2 2013
|
CVLG
Covenant Logistics Group, Inc.
|
Buy - Position Entry |
+1,198,403
|
|
Q2 2013
|
DAN
Dana Incorporated
|
Buy - Position Entry |
+2,384,055
|
|
Q2 2013
|
DDS
Dillard's, Inc.
|
Buy - Position Entry |
+910,264
|
|
Q2 2013
|
DRH
Diamondrock Hospitality Company
|
Buy - Position Entry |
+2,353,288
|
|
Q2 2013
|
EG
Everest Group
|
Buy - Position Entry |
+505,891
|
|
Q2 2013
|
EXC
Exelon Corporation
|
Buy - Position Entry |
+2,269,955
|
|
Q2 2013
|
G65773106
Nordic American Tankers
|
Buy - Position Entry |
+1,206,591
|
|
Q2 2013
|
GM
General Motors Company
|
Buy - Position Entry |
+240,971
|
|
Q2 2013
|
GRP-U
Granite Real Estate Inc. Staple
|
Buy - Position Entry |
+3,929,165
|
|
Q2 2013
|
HMN
Horace Mann Educators Corporati
|
Buy - Position Entry |
+2,330,057
|
|
Q2 2013
|
HVT
Haverty Furniture Companies, In
|
Buy - Position Entry |
+985,813
|
|
Q2 2013
|
JBLU
JetBlue Airways Corporation
|
Buy - Position Entry |
+29,313,713
|
|
Q2 2013
|
KEP
Korea Electric Power Corporatio
|
Buy - Position Entry |
+2,709,782
|
|
Q2 2013
|
L
Loews Corporation
|
Buy - Position Entry |
+686,178
|
|
Q2 2013
|
LUV
Southwest Airlines Company
|
Buy - Position Entry |
+14,867,327
|
|
Q2 2013
|
MHO
M/I Homes, Inc.
|
Buy - Position Entry |
+468,238
|
|
Q2 2013
|
MU
Micron Technology, Inc.
|
Buy - Position Entry |
+27,025,194
|
|
Q2 2013
|
NEM
Newmont Corporation
|
Buy - Position Entry |
+124,040
|
|
Q2 2013
|
NRG
NRG Energy, Inc.
|
Buy - Position Entry |
+2,863,898
|
|
Q2 2013
|
ORI
Old Republic International Corp
|
Buy - Position Entry |
+989,806
|
|
Q2 2013
|
PLAB
Photronics, Inc.
|
Buy - Position Entry |
+5,916,965
|
|
Q2 2013
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy - Position Entry |
+276,005
|
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