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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 58 项建仓 6增持 20减持 29清仓 3

方向

标的

Δ市值

现股数(环比)

清仓

— UNITED STATES STEEL CORP

-$178.3M

0 -100%

增持

HOG HARLEY-DAVIDSON INC

+$44.1M

5,517,795 +62%

减持

TPC TUTOR PERINI CORP

+$43.0M

2,916,832 -28%

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

HHH HOWARD HUGHES HOLDINGS INC

-$42.2M

1,097,680 -30%

增持

HBM HUDBAY MINERALS

+$36.9M

7,442,968 +34%

减持

CIVI CIVITAS RESOURCES INC

-$35.4M

4,480,368 -2%

增持

— EVEREST GROUP LTD.

+$32.6M

311,037 +55%

减持

— AERCAP HOLDINGS NV

+$29.8M

3,133,638 -5%

建仓

MHK MOHAWK INDUSTRIES INC

+$29.1M

277,390

减持

RDN RADIAN GROUP INC

-$27.6M

1,065,289 -47%

减持

MOS THE MOSAIC COMPANY

+$22.6M

2,945,644 -6%

增持

CRBG COREBRIDGE FINANCIAL INC

+$18.3M

4,083,348 +2%

减持

IAG IAMGOLD Corp.

+$18.0M

26,937,710 -6%

建仓

GGB GERDAU SA

+$17.4M

5,972,460

建仓

— HAMILTON INSURANCE GROUP - CLASS B

+$14.3M

660,144

减持

C CITIGROUP INC

+$14.2M

1,164,789 -3%

增持

ALGT ALLEGIANT TRAVEL CO

+$13.0M

1,506,633 +12%

减持

UNM UNUM GROUP

-$12.0M

1,805,966 -7%

增持

EQX EQUINOX GOLD CORP

-$11.8M

26,507,615 +11%

增持

— GLOBAL SHIP LEASE INC- CL A

+$11.6M

3,238,868 +1%

减持

GNW GENWORTH FINANCIAL INC.

+$11.6M

26,198,280 -3%

增持

MHO M/I HOMES

+$11.4M

1,408,390 +10%

增持

JXN JACKSON FINANCIAL INC

+$11.3M

1,699,087 +2%

减持

NMIH NMI HOLDINGS INC

-$10.9M

465,610 -45%

建仓

— SCORPIO TANKERS INC

+$10.8M

277,149

增持

— INTERNATIONAL SEAWAYS

+$9.5M

709,036 +44%

增持

NMR NOMURA HOLDINGS INC

+$8.8M

11,063,436 +6%

减持

KEP KOREA ELECTRIC POWER

-$8.6M

9,149 -99%

增持

TWI TITAN INTERNATIONAL INC

+$8.6M

1,459,953 +92%

建仓

MTUS METALLUS INC

+$8.6M

556,489

增持

RLJ RLJ LODGING TRUST

+$8.4M

7,423,055 +28%

减持

— GOLAR LNG LTD

+$7.3M

2,434,875 -0%

增持

TX TERNIUM SA - SPONSORED ADR

+$6.1M

3,412,385 +10%

减持

ALLY ALLY FINANCIAL INC

+$5.9M

2,575,724 -1%

减持

BZH BEAZER HOMES USA INC

+$5.8M

3,106,887 -1%

减持

CGAU CENTERRA GOLD INC.

+$5.4M

8,050,840 -3%

减持

— SIRIUSPOINT LTD

+$5.3M

6,852,137 -12%

增持

— COOL CO LTD

+$5.1M

3,564,815 +4%

增持

VTOL BRISTOW GROUP INC

+$4.5M

250,953 +113%

增持

— FERROGLOBE PLC

+$4.5M

7,811,120 +20%

增持

GM GENERAL MOTORS

+$3.8M

1,656,190 +0%

减持

EGO ELDORADO GOLD CORP

+$3.1M

10,481,326 -16%

清仓

KE KIMBALL ELECTRONICS INC

-$3.0M

0 -100%

建仓

RYZ RYERSON HOLDING CORP

+$2.4M

111,400

减持

ASTL ALGOMA STEEL GROUP INC

-$2.2M

6,040,168 -25%

减持

TMHC TAYLOR MORRISON HOME CORP

+$1.9M

1,792,671 -0%

减持

— GUILD HOLDINGS CO- CLASS A

-$1.7M

210,859 -45%

减持

CLDT CHATHAM LODGING TRUST

-$1.5M

4,817,121 -2%

减持

AFLYY AIR FRANCE KLM

+$1.1M

4,652,568 -2%

减持

MPAA MOTORCAR PARTS OF AMERICA

+$1.0M

959,394 -6%

减持

KBH KB HOME

-$838.7K

152,765 -1%

减持

MU MICRON TECH

+$707.3K

259,453 -28%

增持

ASIX ADVANSIX INC

+$699.7K

191,743 +13%

增持

PK PARK HOTELS & RESORTS INC

-$433.8K

12,044,177 +4%

减持

HOFT HOOKER FURNISHINGS CORP

+$307.3K

984,761 -2%

减持

UVE UNIVERSAL INSURANCE HOLDINGS

-$147.5K

1,564,468 -15%

清仓

CNA CNA FINANCIAL

-$142.0K

0 -100%

减持

GAU GALIANO GOLD INC

+$42.8K

25,509,371 -2%