Donald G. Smith - Donald Smith & Co. Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 13, 2025 | |
| Total Stocks | 61 | |
| Portfolio Value | $4.25B |
Portfolio Overview
Comprehensive analysis of Donald G. Smith's investment portfolio
47
Total Holdings
$4.2B
Portfolio Value
Jun 30, 2025
Latest Filing
5.0%
Largest Position
Top Holdings
1
EGO
ELDORADO GOLD CORP
$213.2M
5.0%
↓-0.2%
2
GNW
GENWORTH FINANCIAL INC.
$203.8M
4.8%
↓-0.0%
3
IAG
IAMGOLD Corp.
$198.0M
4.7%
↓-0.1%
4
MHO
M/I HOMES
$157.9M
3.7%
↑+0.1%
5
EQX
EQUINOX GOLD CORP
$152.4M
3.6%
↑+0.1%
Recent Activity
GGB
Gerdau S.A.
+5,972,460
Jun 30, 2025
EQX
Equinox Gold Corp.
+2,643,856
Jun 30, 2025
HOG
Harley-Davidson, Inc.
+2,108,099
Jun 30, 2025