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DONALD SMITH & CO., INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

DONALD SMITH & CO., INC.

报告期 2026-03-31 · CIK 0000814375

持仓数

62

前50大市值合计

$5.52B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 65 项建仓 3增持 39减持 20清仓 3

方向

标的

Δ市值

现股数(环比)

清仓

— BONANZA CREEK ENERGY INC

-$89.3M

0 -100%

建仓

CIVI CIVITAS RESOURCES INC

+$84.8M

1,731,908

减持

TMHC TAYLOR MORRISON HOME CORP

+$49.2M

5,377,513 -0%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

— TEXTAINER GROUP HOLDINGS LTD

+$45.5M

1,396,490 +1017%

减持

— AMERICAN NATIONAL

-$39.4M

79,965 -72%

增持

IAG IAMGOLD CORP

+$36.1M

41,366,370 +0%

清仓

— DOMTAR CORP

-$28.5M

0 -100%

减持

— AERCAP HOLDINGS

+$23.9M

3,895,382 -2%

减持

GFI GOLD FIELDS LTD

+$22.3M

8,643,903 -3%

增持

KGC KINROSS GOLD CORP

+$18.9M

12,129,267 +26%

减持

AA ALCOA CORP

-$14.6M

966,373 -34%

增持

MHO M/I HOMES

+$14.6M

1,606,512 +9%

增持

ACT ENACT HOLDINGS

+$13.5M

774,025 +583%

减持

— ADVANTAGE ENERGY

-$12.1M

613,719 -80%

增持

— CELESTICA

+$11.2M

4,979,798 +0%

增持

GNW GENWORTH FINANCIAL INC.

+$10.5M

2,845,878 +970%

减持

MU MICRON TECHNOLOGY

+$9.9M

638,530 -9%

减持

FITB FIFTH THIRD BANCORP

-$9.9M

729,144 -26%

增持

— INTERNATIONAL SEAWAYS

-$9.7M

3,715,659 +5%

增持

— CAPITAL PRODUCT PARTNERS LP

+$8.7M

1,442,246 +29%

清仓

— CAI INTERNATIONAL INC

-$8.7M

0 -100%

减持

NAVI NAVIENT CORP

-$7.8M

977,624 -32%

增持

BZH BEAZER HOMES USA INC

+$7.3M

1,217,432 +0%

减持

— ATLAS AIR WORLDWIDE HOLDINGS

+$7.1M

1,247,472 -8%

增持

PLAB PHOTRONICS

+$7.0M

910,515 +22%

增持

EQX EQUINOX GOLD CORP

+$6.9M

4,497,593 +26%

增持

— HOWARD HUGHES CORP

+$6.9M

493,763 +0%

增持

— RESOLUTE FOREST PRODUCTS

+$6.6M

1,645,829 +6%

增持

CGAU CENTERRA GOLD INC.

+$6.5M

2,091,742 +49%

减持

— COREPOINT LODGING INC

-$5.8M

3,981,915 -10%

增持

— TRITON INTERNATIONAL

+$5.0M

605,599 +0%

减持

L LOEWS CORP

+$4.9M

1,356,720 -0%

增持

C CITIGROUP

+$4.8M

1,061,563 +26%

增持

JBLU JETBLUE AIRWAYS

-$4.7M

7,382,634 +3%

增持

EGO ELDORADO GOLD

+$4.4M

2,673,068 +0%

增持

UVE UNIVERSAL INSURANCE HOLDINGS

+$4.3M

784,899 +13%

增持

PCG PG & E CORP

+$3.7M

998,347 +14%

增持

EXC EXELON CORP

+$3.5M

371,968 +0%

建仓

JXN JACKSON FINANCIAL INC

+$3.3M

80,000

减持

— FLEX LNG LTD

-$3.2M

1,646,633 -29%

减持

AFLYY AIR FRANCE-KLM

-$3.0M

5,656,391 -0%

增持

TECK TECK RESOUCES LTD - CLASS B

+$2.8M

718,928 +0%

增持

CNA CNA FINANCIAL CORP.

+$2.6M

1,225,084 +0%

增持

PK PARK HOTELS & RESORTS INC

+$2.6M

1,271,058 +13%

增持

UNM UNUM GROUP

-$2.5M

5,211,036 +0%

增持

— EURONAV

-$2.5M

2,861,537 +0%

减持

AIG AMERICAN INTERNATIONAL GROUP

+$2.2M

1,261,633 -0%

增持

KEP KOREA ELECTRIC POWER CORP

-$1.6M

2,253,474 +0%

增持

— EVEREST RE GROUP

+$1.2M

52,106 +0%

增持

— ARGONAUT GOLD INC

+$1.2M

10,478,940 +21%

增持

SANM SANMINA CORPORATION

+$1.1M

350,753 +1%

增持

TPC TUTOR PERINI CORP

-$935.0K

2,766,014 +2%

建仓

— SIRIUSPOINT LTD

+$834.0K

102,600

增持

GBX GREENBRIER COMPANIES INC

+$733.0K

233,543 +1%

减持

JEF JEFFERIES FINANCIAL GROUP

+$704.0K

2,807,389 -4%

增持

KBH KB HOME

+$651.0K

102,482 +1%

增持

GAU GALIANO GOLD INC

+$641.0K

9,565,578 +14%

增持

— HAWAIIAN HOLDINGS INC

+$605.0K

407,887 +28%

减持

— VERSO CORP

-$585.0K

1,050,817 -25%

增持

— ARDMORE SHIPPING CORP

-$585.0K

838,898 +2%

减持

VTOL BRISTOW GROUP INC

-$512.0K

175,593 -8%

增持

KE KIMBALL ELECTRONICS

+$401.0K

110,469 +42%

增持

IWN RUSSELL 2000 VALUE I-SHARES

+$342.0K

13,927 +13%

减持

MOS THE MOSAIC COMPANY

+$290.0K

2,677,594 -9%

减持

GS GOLDMAN SACHS GROUP

+$68.0K

48,627 -1%