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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 64 项建仓 8增持 28减持 26清仓 2

方向

标的

Δ市值

现股数(环比)

减持

— AERCAP HOLDINGS NV

+$56.9M

3,962,654 -4%

减持

— ATLAS AIR WORLDWIDE HOLDINGS

-$56.9M

289,584 -68%

减持

IAG IAMGOLD CORP

+$52.1M

36,737,501 -8%

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

CEG CONSTELLATION ENERGY GROUP

-$47.7M

291,202 -67%

增持

— US STEEL

+$41.4M

3,561,945 +35%

减持

TMHC TAYLOR MORRISON HOME CORP

+$29.6M

5,092,903 -5%

减持

— INTERNATIONAL SEAWAYS

-$28.8M

1,846,545 -33%

减持

GNW GENWORTH FINANCIAL INC

+$27.7M

17,414,898 -5%

增持

— TEXTAINER GROUP HOLDINGS LTD

+$23.5M

2,755,426 +20%

减持

EGO ELDORADO GOLD CORP

+$22.7M

9,794,476 -0%

增持

MHO M/I HOMES INC

+$20.8M

2,085,602 +0%

增持

ASTL ALGOMA STEEL GROUP INC

+$19.5M

6,333,688 +97%

增持

PK PARK HOTELS & RESORTS INC

+$15.9M

3,339,955 +60%

减持

AIG AMERICAN INTERNATIONAL GROUP

+$15.8M

1,148,885 -4%

增持

— CELESTICA INC

+$14.2M

4,974,345 +0%

减持

— HOWRAD HUGHES CORP

+$12.7M

625,758 -1%

减持

UNM UNUM GROUP

-$12.7M

3,806,379 -13%

清仓

PCG PGE CORPORATION

-$12.5M

0 -100%

建仓

ALLY ALLY FINANCIAL INC

+$12.2M

500,000

减持

ACT ENACT HOLDINGS

-$11.8M

697,197 -46%

减持

JEF JEFFERIES FINANCIAL GROUP

+$10.9M

3,172,286 -4%

增持

C CITIGROUP

+$8.6M

1,193,910 +10%

增持

JBLU JETBLUE AIRWAYS

+$8.6M

9,608,384 +19%

减持

L LOEWS CORP

+$8.0M

1,020,329 -1%

增持

— SIRIUSPOINT LTD

+$7.9M

2,788,977 +61%

减持

— RESOLUTE FOREST PRODUCTS

-$7.7M

733,145 -38%

清仓

FITB FIFTH THIRD BANCORP

-$7.4M

0 -100%

建仓

CHRD CHORD ENERGY CORP

+$6.6M

48,389

增持

TPC TUTOR PERINI CORP

+$6.5M

3,198,704 +0%

增持

HOFT HOOKER FURNISHINGS CORP

+$6.1M

1,168,981 +0%

增持

CNA CNA FINANCIAL CORP

+$5.3M

978,419 +0%

增持

BZH BEAZER HOMES USA INC

+$5.1M

1,655,173 +0%

减持

— TRITON INTERNATIONAL LTD

+$5.1M

556,366 -8%

增持

RDN RADIAN GROUP INC

+$4.9M

3,518,961 +9%

增持

CGAU CENTERRA GOLD INC.

+$4.9M

6,227,601 +0%

增持

MTG MGIC INVESTMENT CORP

+$4.8M

3,543,955 +10%

增持

CIVI CIVITAS RESOURCES INC

+$4.8M

1,881,191 +4%

减持

KGC KINROSS GOLD CORP

+$4.8M

16,759,314 -1%

建仓

— GLOBAL SHIP LEASE INC - CL A

+$4.3M

260,000

增持

— EVEREST RE GROUP

+$3.6M

52,172 +0%

减持

KEP KOREA ELECTRIC POWER CORP

+$3.2M

1,960,590 -3%

建仓

CLDT CHATHAM LODGING TRUST

+$3.1M

251,939

增持

UVE UNIVERSAL INSURANCE HOLDINGS

+$3.0M

1,316,924 +19%

建仓

— TEEKAY SHIPPING MARSHALL

+$2.4M

535,000

减持

— ARDMORE SHIPPING CORPORATION

-$2.4M

214,366 -64%

增持

MPAA MOTORCAR PARTS OF AMERICA

-$2.3M

690,278 +0%

增持

KE KIMBALL ELECTRONICS

+$2.3M

413,702 +0%

增持

GBX GREENBRIER COMPANIES INC

+$2.0M

220,027 +0%

增持

NAVI NAVIENT CORP

+$1.8M

1,038,939 +0%

增持

— CAPITAL PRODUCT PARTNERS LP

+$1.8M

1,630,946 +7%

减持

GS GOLDMAN SACHS GROUP

+$1.8M

52,381 -5%

增持

EQX EQUINOX GOLD CORP

-$1.7M

4,471,601 +0%

减持

MOS THE MOSAIC COMPANY

-$1.5M

330,571 -0%

增持

— ARGONAUT GOLD INC.

+$1.5M

20,976,534 +0%

增持

GAU GALIANO GOLD INC

+$1.5M

12,122,115 +22%

建仓

— AZURE POWER GLOBAL LTD

+$1.5M

339,619

减持

KBH KB HOME

+$1.5M

282,736 -3%

建仓

— GUILD HOLDINGS CO- CLASS A

+$1.2M

118,500

增持

— HAWAIIAN HOLDINGS INC

-$1.2M

399,746 +0%

建仓

UFI UNIFI INC

+$1.1M

125,000

减持

GM GENERAL MOTORS

+$834.0K

625,861 -1%

减持

AFLYY AIR FRANCE

+$315.8K

5,567,473 -0%

减持

MU MICRON TECHNOLOGY

-$235.6K

655,031 -0%

减持

VTOL BRISTOW GROUP INC

-$194.2K

139,320 -18%