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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 62 项建仓 3增持 18减持 39清仓 2

方向

标的

Δ市值

现股数(环比)

清仓

CHRD CHORD ENERGY CORP

-$68.5M

0 -100%

减持

— INTERNATIONAL SEAWAYS

-$64.5M

230,926 -84%

建仓

TX TERNIUM SA

+$50.6M

1,346,641

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

KGC KINROSS GOLD CORP

-$45.9M

2,865,225 -75%

减持

UNM UNUM GROUP

-$37.7M

3,108,301 -15%

减持

MHO M/I HOMES

-$34.0M

1,386,106 -7%

减持

MTG MGIC INVESTMENT CORP

-$33.7M

1,669,838 -46%

减持

TMHC TAYLOR MORRISON HOME CORP

-$31.6M

2,147,699 -11%

建仓

NMIH NMI HOLDINGS INC - CLASS A

+$29.7M

872,747

减持

— AERCAP HOLDINGS

-$28.3M

3,501,313 -14%

减持

JBLU JETBLUE AIRWAYS

-$27.9M

11,570,210 -13%

减持

AIG AMERICAN INTERNATIONAL GROUP

-$23.7M

736,158 -27%

增持

MOS THE MOSAIC COMPANY

+$23.6M

2,083,233 +85%

增持

CRBG COREBRIDGE FINANCIAL INC

+$23.0M

3,845,551 +24%

减持

PK PARK HOTELS & RESORTS INC

-$22.9M

6,592,991 -5%

减持

NAVI NAVIENT CORP

-$21.6M

2,801,338 -22%

减持

ASTL ALGOMA STEEL GROUP INC

-$21.3M

8,847,451 -9%

减持

C CITIGROUP

-$21.0M

1,268,294 -21%

增持

ALGT ALLEGIANT TRAVEL CO

+$18.2M

826,326 +167%

减持

L LOEWS CORP

-$16.3M

392,417 -33%

减持

EGO ELDORADO GOLD

-$16.1M

12,181,100 -13%

减持

— GOLAR LNG LTD

+$15.8M

3,257,313 -9%

减持

MU MICRON TECHNOLOGY

-$15.7M

372,668 -32%

增持

RLJ RLJ LODGING TRUST

+$15.0M

3,311,274 +131%

减持

RDN RADIAN GROUP INC

-$14.5M

2,923,493 -7%

减持

TPC TUTOR PERINI CORP

+$13.4M

3,307,039 -18%

减持

— UNITED STATES STEEL CORP

-$13.3M

4,392,969 -0%

增持

HHH HOWARD HUGHES HOLDINGS INC

+$13.0M

1,652,046 +27%

减持

HOFT HOOKER FURNISHINGS CORP

-$12.2M

1,051,153 -8%

增持

BZH BEAZER HOMES USA INC

-$11.7M

3,086,874 +5%

减持

ALLY ALLY FINANCIAL INC

-$11.3M

2,553,671 -8%

减持

IAG IAMGOLD CORP

+$10.7M

34,890,545 -3%

减持

GNW GENWORTH FINANCIAL INC.

-$10.2M

24,113,809 -1%

增持

CIVI CIVITAS RESOURCES INC

+$9.4M

2,351,598 +17%

增持

GAU GALIANO GOLD INC

+$7.1M

17,919,638 +6%

增持

CLDT CHATHAM LODGING TRUST

+$6.9M

3,330,219 +57%

增持

EQX EQUINOX GOLD CORP

+$6.8M

13,322,869 +27%

减持

UVE UNIVERSAL INSURANCE HOLDINGS

-$5.8M

1,570,278 -10%

减持

HBM HUDBAY MINERALS

-$5.4M

2,842,363 -36%

减持

KEP KOREA ELECTRIC POWER CORP

-$5.0M

1,503,369 -20%

减持

— GLOBAL SHIP LEASE INC- CL A

-$4.6M

1,627,906 -36%

清仓

— ARGONAUT GOLD INC

-$4.5M

0 -100%

减持

JXN JACKSON FINANCIAL INC

+$4.3M

2,174,622 -8%

减持

CGAU CENTERRA GOLD INC.

+$4.2M

10,084,141 -6%

增持

— COOL CO LTD

+$4.0M

3,380,206 +5%

增持

GM GENERAL MOTORS

+$2.8M

1,453,713 +2%

减持

GS GOLDMAN SACHS GROUP

-$2.6M

17,234 -31%

减持

CNA CNA FINANCIAL CORP.

-$2.2M

1,115,375 -5%

减持

KBH KB HOME

-$2.1M

231,691 -11%

增持

— SIRIUSPOINT LTD

+$2.0M

7,072,135 +7%

增持

KE KIMBALL ELECTRONICS

+$1.9M

207,604 +67%

减持

JEF JEFFERIES FINANCIAL GROUP

-$1.8M

2,494,659 -13%

减持

AFLYY AIR FRANCE-KLM

-$1.2M

5,383,091 -2%

减持

— HAWAIIAN HOLDINGS INC

-$1.1M

310,342 -17%

建仓

DC DAKOTA GOLD CORP

+$777.8K

305,000

增持

ASIX ADVANSIX INC

-$764.1K

168,600 +4%

减持

— GUILD HOLDINGS CO- CLASS A

-$639.7K

396,433 -10%

减持

VTOL BRISTOW GROUP INC

-$518.1K

78,873 -32%

增持

IWD RUSSELL 1000

+$418.9K

17,800 +19%

增持

NTGR NETGEAR INC

+$398.8K

329,300 +12%

增持

MPAA MOTORCAR PARTS OF AMERICA

-$338.0K

940,587 +23%

减持

— AZURE POWER GLOBAL LTD

-$242.1K

399,967 -5%