小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 71 项建仓 8增持 31减持 26清仓 6

方向

标的

Δ市值

现股数(环比)

减持

GFI GOLD FIELDS LTD

-$94.6M

26,682 -100%

建仓

RDN RADIAN GROUP INC

+$67.8M

3,054,608

清仓

— COREPOINT LODGING INC

-$62.5M

0 -100%

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。

减持

AA ALCOA CORP

-$57.3M

3,388 -100%

建仓

CEG CONSTELLATION ENERGY GROUP

+$52.5M

933,646

增持

— AERCAP HOLDINGS

-$51.7M

4,040,782 +4%

增持

EGO ELDORADO GOLD

+$44.8M

6,229,275 +133%

减持

TMHC TAYLOR MORRISON HOME CORP

-$42.2M

5,356,366 -0%

增持

GNW GENWORTH FINANCIAL INC.

+$35.2M

12,368,544 +335%

增持

KGC KINROSS GOLD CORP

+$29.3M

16,974,850 +40%

减持

UNM UNUM GROUP

+$26.8M

4,914,951 -6%

减持

MOS THE MOSAIC COMPANY

-$26.2M

1,188,094 -56%

建仓

HOFT HOOKER FURNISHINGS CORP

+$22.1M

1,168,641

减持

FITB FIFTH THIRD BANCORP

-$21.8M

231,664 -68%

清仓

EXC EXELON CORP

-$21.5M

0 -100%

建仓

MTG MGIC INVESTMENT CORP

+$20.8M

1,533,917

清仓

TECK TECK RESOUCES LTD - CLASS B

-$20.7M

0 -100%

增持

CIVI CIVITAS RESOURCES INC

+$19.5M

1,747,408 +1%

减持

— VERSO CORP

-$17.8M

391,389 -63%

减持

— ATLAS AIR WORLDWIDE HOLDINGS

-$17.4M

1,157,911 -7%

增持

JBLU JETBLUE AIRWAYS

+$14.9M

8,030,450 +9%

减持

— FLEX LNG LTD

-$14.3M

855,102 -48%

增持

ACT ENACT HOLDINGS

+$12.2M

1,269,398 +64%

增持

MHO M/I HOMES

-$11.8M

1,986,996 +24%

减持

— INTERNATIONAL SEAWAYS

+$9.9M

3,571,216 -4%

增持

— TEXTAINER GROUP HOLDINGS LTD

+$9.8M

1,567,828 +12%

增持

MU MICRON TECHNOLOGY

-$9.7M

638,621 +0%

减持

IAG IAMGOLD CORP

+$9.6M

39,960,872 -3%

增持

— ARGONAUT GOLD INC

+$7.4M

13,933,723 +33%

增持

C CITIGROUP

-$7.3M

1,063,141 +0%

增持

PK PARK HOTELS & RESORTS INC

+$7.1M

1,593,243 +25%

减持

— RESOLUTE FOREST PRODUCTS

-$6.8M

1,416,568 -14%

增持

EQX EQUINOX GOLD CORP

+$6.8M

4,500,736 +0%

增持

— TRITON INTERNATIONAL

+$6.1M

606,054 +0%

增持

BZH BEAZER HOMES USA INC

-$5.7M

1,480,974 +22%

减持

TPC TUTOR PERINI CORP

-$5.7M

2,643,175 -4%

建仓

GM GENERAL MOTORS

+$5.4M

123,363

建仓

MPAA MOTORCAR PARTS OF AMERICA

+$5.0M

278,597

增持

— EURONAV

+$4.8M

2,863,687 +0%

增持

KBH KB HOME

+$4.8M

288,997 +182%

增持

CGAU CENTERRA GOLD INC.

+$4.5M

2,094,723 +0%

减持

PLAB PHOTRONICS

-$4.0M

772,765 -15%

增持

NAVI NAVIENT CORP

-$3.9M

988,334 +1%

增持

KE KIMBALL ELECTRONICS

+$3.8M

308,310 +179%

减持

CNA CNA FINANCIAL CORP.

-$3.6M

1,036,265 -15%

清仓

— ADVANTAGE ENERGY

-$3.6M

0 -100%

减持

AIG AMERICAN INTERNATIONAL GROUP

+$3.4M

1,197,579 -5%

建仓

— SIRIUSPOINT LTD

+$3.1M

410,548

减持

— CELESTICA

+$1.7M

4,795,774 -4%

建仓

CVEO CIVEO CORP

+$1.5M

63,434

增持

— EVEREST RE GROUP

+$1.4M

52,146 +0%

增持

GAU GALIANO GOLD INC

-$1.4M

9,653,051 +1%

减持

IWN RUSSELL 2000 VALUE I-SHARES

-$1.3M

6,327 -55%

增持

UVE UNIVERSAL INSURANCE HOLDINGS

-$1.3M

896,047 +14%

减持

SANM SANMINA CORPORATION

-$961.0K

335,999 -4%

增持

— ARDMORE SHIPPING CORP

+$943.0K

839,512 +0%

增持

AFLYY AIR FRANCE-KLM

+$867.0K

5,660,643 +0%

清仓

— SIRIUSPOINT LTD

-$834.0K

0 -100%

减持

L LOEWS CORP

-$773.0K

1,197,015 -12%

减持

GBX GREENBRIER COMPANIES INC

+$726.0K

222,151 -5%

增持

GS GOLDMAN SACHS GROUP

-$557.0K

54,664 +12%

增持

— HAWAIIAN HOLDINGS INC

+$553.0K

408,404 +0%

减持

— CAPITAL PRODUCT PARTNERS LP

+$459.0K

1,299,744 -10%

减持

KEP KOREA ELECTRIC POWER CORP

-$345.0K

2,175,348 -3%

清仓

HBM HUDBAY MINERALS INC

-$225.0K

0 -100%

增持

JXN JACKSON FINANCIAL INC

+$218.0K

80,579 +1%

减持

VTOL BRISTOW GROUP INC

+$216.0K

155,786 -11%

增持

JEF JEFFERIES FINANCIAL GROUP

-$197.0K

3,309,897 +18%

增持

PCG PG & E CORP

-$194.0K

998,790 +0%

减持

— HOWARD HUGHES CORP

-$94.0K

484,133 -2%

减持

— AMERICAN NATIONAL

-$55.0K

79,572 -0%