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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 59 项建仓 2增持 22减持 32清仓 3

方向

标的

Δ市值

现股数(环比)

减持

IAG IAMGOLD Corp.

+$120.8M

24,653,651 -8%

减持

EQX EQUINOX GOLD CORP

+$72.3M

20,031,159 -24%

增持

CGAU CENTERRA GOLD INC.

+$66.7M

11,622,624 +44%

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。

建仓

HMC HONDA MOTOR CO ADR

+$63.4M

2,058,700

增持

HOG HARLEY-DAVIDSON INC

+$59.6M

6,803,727 +23%

增持

JXN JACKSON FINANCIAL INC

+$48.0M

1,964,624 +16%

减持

MHO M/I HOMES

+$41.6M

1,381,250 -2%

增持

RDN RADIAN GROUP INC

+$37.6M

2,096,252 +97%

减持

CRBG COREBRIDGE FINANCIAL INC

-$35.6M

3,413,550 -16%

增持

GGB GERDAU SA

+$32.9M

16,229,292 +172%

减持

MU MICRON TECH

-$31.6M

2,488 -99%

增持

— EVEREST GROUP LTD.

+$31.4M

391,424 +26%

增持

TX TERNIUM SA - SPONSORED ADR

+$27.3M

3,742,583 +10%

增持

GM GENERAL MOTORS

+$27.1M

1,781,815 +8%

清仓

— INTERNATIONAL SEAWAYS

-$25.9M

0 -100%

增持

ALGT ALLEGIANT TRAVEL CO

+$24.8M

1,770,021 +17%

增持

C CITIGROUP INC

+$23.0M

1,203,623 +3%

增持

RLJ RLJ LODGING TRUST

+$22.8M

10,677,555 +44%

增持

MOS THE MOSAIC COMPANY

+$20.6M

3,693,076 +25%

减持

ASTL ALGOMA STEEL GROUP INC

-$20.5M

5,937,020 -2%

减持

GAU GALIANO GOLD INC

+$20.4M

24,115,925 -5%

增持

PK PARK HOTELS & RESORTS INC

+$18.7M

12,804,583 +6%

减持

GNW GENWORTH FINANCIAL INC.

+$18.5M

24,976,084 -5%

增持

NMR NOMURA HOLDINGS INC

+$17.5M

12,420,747 +12%

减持

CIVI CIVITAS RESOURCES INC

+$17.3M

4,326,560 -3%

减持

HHH HOWARD HUGHES HOLDINGS INC

+$15.2M

1,086,195 -1%

减持

EGO ELDORADO GOLD CORP

+$14.4M

7,876,132 -25%

减持

— GLOBAL SHIP LEASE INC- CL A

+$12.6M

3,184,843 -2%

减持

TPC TUTOR PERINI CORP

-$12.5M

1,890,417 -35%

增持

RYZ RYERSON HOLDING CORP

+$11.6M

613,727 +451%

减持

— AERCAP HOLDINGS NV

+$11.4M

3,124,528 -0%

清仓

— SCORPIO TANKERS INC

-$10.8M

0 -100%

减持

— COOL CO LTD

+$9.1M

3,472,090 -3%

减持

HBM HUDBAY MINERALS

+$8.4M

5,761,121 -23%

增持

— HAMILTON INSURANCE GROUP - CLASS B

+$8.2M

906,764 +37%

减持

— GOLAR LNG LTD

-$7.5M

2,296,251 -6%

减持

UNM UNUM GROUP

-$7.4M

1,779,969 -1%

增持

MHK MOHAWK INDUSTRIES INC

+$6.8M

278,266 +0%

增持

— SIRIUSPOINT LTD

-$5.8M

7,402,682 +8%

减持

— FERROGLOBE PLC

+$5.7M

7,553,964 -3%

减持

BZH BEAZER HOMES USA INC

+$4.9M

3,029,072 -3%

减持

UVE UNIVERSAL INSURANCE HOLDINGS

-$4.1M

1,494,895 -4%

减持

CLDT CHATHAM LODGING TRUST

-$2.7M

4,595,669 -5%

减持

MPAA MOTORCAR PARTS OF AMERICA

+$2.3M

790,310 -18%

增持

MTUS METALLUS INC

+$2.1M

644,206 +16%

减持

NMIH NMI HOLDINGS INC

-$2.0M

459,616 -1%

建仓

— JAMES RIVER GROUP HOLDINGS

+$1.7M

312,435

减持

PPTA PERPETUA RESOURCES CORP

+$1.6M

238,000 -10%

增持

TWI TITAN INTERNATIONAL INC

+$1.6M

2,194,107 +50%

减持

KBH KB HOME

+$1.4M

148,700 -3%

减持

AFLYY AIR FRANCE KLM

+$1.1M

4,592,373 -1%

减持

— GUILD HOLDINGS CO- CLASS A

-$998.5K

158,988 -25%

减持

TMHC TAYLOR MORRISON HOME CORP

+$913.7K

1,681,859 -6%

增持

HOFT HOOKER FURNISHINGS CORP

-$308.6K

996,073 +1%

增持

ASIX ADVANSIX INC

-$163.2K

226,560 +18%

减持

— AZURE POWER GLOBAL LTD

+$149.5K

299,126 -0%

清仓

KEP KOREA ELECTRIC POWER

-$130.3K

0 -100%

减持

VTOL BRISTOW GROUP INC

-$81.5K

227,062 -10%

减持

ALLY ALLY FINANCIAL INC

+$22.2K

2,559,863 -1%