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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 63 项建仓 4增持 37减持 20清仓 2

方向

标的

Δ市值

现股数(环比)

增持

— UNITED STATES STEEL CORP

+$87.5M

4,513,531 +11%

增持

EGO ELDORADO GOLD

+$70.6M

12,708,184 +20%

增持

— AERCAP HOLDINGS

+$60.6M

4,069,400 +5%

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

BZH BEAZER HOMES USA INC

+$46.9M

2,586,642 +59%

增持

JXN JACKSON FINANCIAL INC

+$45.9M

1,979,189 +36%

增持

ASTL ALGOMA STEEL GROUP INC

+$44.4M

9,623,479 +26%

减持

MHO M/I HOMES

+$44.4M

1,561,020 -23%

减持

— CELESTICA

-$41.8M

1,271,050 -61%

增持

HHH HOWARD HUGHES HOLDINGS INC

+$40.9M

1,023,279 +63%

增持

PK PARK HOTELS & RESORTS INC

+$40.8M

6,529,666 +36%

增持

— GOLAR LNG LTD

+$40.3M

2,716,761 +197%

增持

GNW GENWORTH FINANCIAL INC.

+$36.6M

21,175,252 +18%

增持

ALLY ALLY FINANCIAL INC

+$35.9M

2,752,830 +22%

增持

JEF JEFFERIES FINANCIAL GROUP

+$31.1M

3,272,244 +18%

增持

RDN RADIAN GROUP INC

+$28.7M

4,012,334 +17%

减持

TMHC TAYLOR MORRISON HOME CORP

+$28.3M

2,676,390 -0%

增持

— SIRIUSPOINT LTD

+$23.0M

5,734,385 +34%

增持

IAG IAMGOLD CORP

+$23.0M

35,778,309 +14%

增持

— GLOBAL SHIP LEASE INC- CL A

+$22.5M

1,564,165 +236%

增持

HBM HUDBAY MINERALS

+$21.5M

4,602,687 +475%

增持

CGAU CENTERRA GOLD INC.

+$21.0M

9,879,956 +28%

增持

GM GENERAL MOTORS

+$20.9M

1,453,221 +53%

增持

EQX EQUINOX GOLD CORP

+$20.1M

9,530,311 +52%

增持

NAVI NAVIENT CORP

+$19.8M

3,586,501 +31%

增持

JBLU JETBLUE AIRWAYS

+$18.1M

12,450,690 +12%

减持

C CITIGROUP

+$16.5M

1,632,193 -1%

增持

— INTERNATIONAL SEAWAYS

+$15.1M

1,613,803 +25%

建仓

RLJ RLJ LODGING TRUST

+$13.6M

1,160,158

增持

— COOL CO LTD

+$12.6M

2,027,175 +113%

建仓

ALGT ALLEGIANT TRAVEL CO

+$12.4M

149,889

增持

CNA CNA FINANCIAL CORP.

+$11.3M

1,178,228 +20%

减持

KGC KINROSS GOLD CORP

+$10.5M

12,586,718 -13%

减持

MU MICRON TECHNOLOGY

+$10.4M

604,518 -0%

增持

TPC TUTOR PERINI CORP

+$10.1M

3,899,899 +20%

减持

— TEXTAINER GROUP HOLDINGS LTD

-$9.9M

1,954,585 -31%

增持

MOS THE MOSAIC COMPANY

+$9.8M

597,709 +84%

增持

UVE UNIVERSAL INSURANCE HOLDINGS

+$9.0M

1,702,188 +31%

增持

GAU GALIANO GOLD INC

+$8.8M

17,089,969 +39%

减持

AIG AMERICAN INTERNATIONAL GROUP

+$8.4M

1,227,583 -1%

减持

HOFT HOOKER FURNISHINGS CORP

+$7.6M

1,145,272 -0%

减持

MTG MGIC INVESTMENT CORP

+$6.8M

3,438,921 -4%

减持

GS GOLDMAN SACHS GROUP

-$6.7M

26,708 -49%

增持

UNM UNUM GROUP

-$6.6M

3,687,182 +5%

增持

KBH KB HOME

+$4.7M

283,124 +1%

减持

L LOEWS CORP

-$4.3M

589,116 -18%

建仓

ASIX ADVANSIX INC

+$4.2M

139,900

减持

— CAPITAL PRODUCT PARTNERS LP

-$3.9M

1,481,914 -17%

增持

CIVI CIVITAS RESOURCES INC

+$3.6M

1,779,804 +22%

增持

CLDT CHATHAM LODGING TRUST

+$3.2M

1,799,074 +7%

减持

— HAWAIIAN HOLDINGS INC

+$2.9M

374,630 -1%

增持

CHRD CHORD ENERGY CORP

+$2.1M

386,938 +1%

减持

AFLYY AIR FRANCE-KLM

+$1.7M

5,537,676 -0%

增持

NTGR NETGEAR INC

+$1.6M

292,192 +39%

减持

KEP KOREA ELECTRIC POWER CORP

+$1.5M

1,921,766 -0%

增持

— GUILD HOLDINGS CO- CLASS A

+$1.4M

431,752 +1%

建仓

PPTA PERPETUA RESOURCES CORP

+$998.5K

315,000

增持

MPAA MOTORCAR PARTS OF AMERICA

+$979.3K

772,462 +0%

减持

— ARGONAUT GOLD INC

-$814.9K

16,208,745 -0%

清仓

— TRITON INTERNATIONAL LTD

-$117.5K

0 -100%

清仓

— EVEREST GROUP

-$98.9K

0 -100%

减持

KE KIMBALL ELECTRONICS

-$84.4K

117,776 -1%

减持

VTOL BRISTOW GROUP INC

+$2.1K

127,578 -0%

减持

— GREAT PANTHER MINING

-$1

472,001 -1%