Donald Smith & Co. Portfolio Update: March 31, 2026
Donald Smith & Co. reported a portfolio value of $5.52 billion as of March 31, 2026. The top holdings include significant changes in allocations like CGAU, SM, and IAG.
Donald G. Smith, managing director at Donald Smith & Co., reported a portfolio value of $5,518,656,244 as of March 31, 2026.
Among the top holdings, Centerra Gold Inc. (CGAU) saw a substantial increase in shares (+35.69%), IAMGOLD Corp. (IAG) experienced a significant decrease (-41.27%), and SM Energy Co. (SM) added shares at a 100.0% increase. Other notable movements include Eldorado Gold Corp. (EGO) and Jackson Financial Inc. (JXN) showing decreases, while Harley-Davidson Inc. (HOG) and M/I Homes (MHO) added significantly.
For detailed analysis of each stock, visit CGAU, IAG, SM, and other holdings. Learn more about the investor at Donald Smith & Co..