Donald G. Smith - Donald Smith & Co. 13F Activity & Position Changes (Q2 2017)

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 Jun 30, 2017. 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 2017, the filing reported:

New Buys - SEACOR Marine Holdings Inc.

Increases - Alamos Gold Inc., American International Group, I, Citigroup, Inc., Goldman Sachs Group, Inc. (The), Korea Electric Power Corporatio, and 4 more

Reductions - Axcelis Technologies, Inc., AerCap, Air France KLM, Bank of America Corporation, Coeur Mining, Inc., and 21 more

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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2017	ACLS Axcelis Technologies, Inc.	Axcelis Technologies, Inc.	Sell	-360,953	-12.0%	$55.22K	2,635,698
Q2 2017	AER AerCap	AerCap	Sell	-113,818	-1.3%	$409.69K	8,823,926
Q2 2017	AFLYY Air France KLM	Air France KLM	Sell	-502,431	-2.8%	$253.50K	17,579,655
Q2 2017	AGI Alamos Gold Inc.	Alamos Gold Inc.	Buy	+131,067	+7.9%	$12.80K	1,782,319
Q2 2017	AIG American International Group, I	American International Group, I	Buy	+6,402	+0.4%	$105.90K	1,693,796
Q2 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-63	-0.0%	$8.53K	351,499
Q2 2017	C Citigroup, Inc.	Citigroup, Inc.	Buy	+36,035	+2.2%	$113.72K	1,700,284
Q2 2017	CDE Coeur Mining, Inc.	Coeur Mining, Inc.	Sell	-57,179	-1.1%	$44.39K	5,173,365
Q2 2017	CNA CNA Financial Corporation	CNA Financial Corporation	Sell	-387	-0.0%	$104.86K	2,150,997
Q2 2017	EG Everest Group	Everest Group	Sell	-76	-0.0%	$86.90K	341,348
Q2 2017	G0692U109 Axis Capital	Axis Capital	Sell	-53	-0.0%	$26.30K	406,700
Q2 2017	GRP-U Granite Real Estate Inc. Staple	Granite Real Estate Inc. Staple	Sell	-305,058	-19.8%	$49.31K	1,237,670
Q2 2017	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy	+8,904	+3.7%	$55.65K	250,802
Q2 2017	HBM Hudbay Minerals Inc.	Hudbay Minerals Inc.	Sell	-3,152	-0.4%	$4.09K	710,760
Q2 2017	HMN Horace Mann Educators Corporati	Horace Mann Educators Corporati	Sell	-72	-0.0%	$15.12K	399,882
Q2 2017	IAG Iamgold Corporation	Iamgold Corporation	Sell	-563,756	-1.2%	$230.52K	44,675,275
Q2 2017	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-1,105	-0.0%	$140.30K	6,145,467
Q2 2017	KBH KB Home	KB Home	Sell	-291,124	-4.2%	$159.15K	6,639,339
Q2 2017	KE Kimball Electronics, Inc.	Kimball Electronics, Inc.	Sell	-60,142	-6.0%	$16.96K	939,584
Q2 2017	KELYA Kelly Services, Inc.	Kelly Services, Inc.	Sell	-10,720	-2.2%	$10.46K	466,003
Q2 2017	KEP Korea Electric Power Corporatio	Korea Electric Power Corporatio	Buy	+4,157	+0.1%	$81.19K	4,517,922
Q2 2017	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell	-172,231	-0.3%	$257.56K	63,282,652
Q2 2017	L Loews Corporation	Loews Corporation	Sell	-4,555	-0.3%	$67.64K	1,445,107
Q2 2017	MHO M/I Homes, Inc.	M/I Homes, Inc.	Buy	+118,124	+7.8%	$46.55K	1,630,431
Q2 2017	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-432,994	-3.1%	$398.61K	13,349,250
Q2 2017	NEM Newmont Corporation	Newmont Corporation	Sell	-50	-0.0%	$8.96K	276,770
Q2 2017	NGD New Gold Inc.	New Gold Inc.	Buy	+2,573,108	+29.1%	$36.29K	11,412,647
Q2 2017	NWSA News Corporation	News Corporation	Sell	-206	-0.0%	$15.67K	1,143,544
Q2 2017	PAAS Pan American Silver Corp.	Pan American Silver Corp.	Sell	-199	-0.0%	$18.64K	1,108,061
Q2 2017	PLAB Photronics, Inc.	Photronics, Inc.	Buy	+835,254	+18.8%	$49.52K	5,267,874

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