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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 63 项建仓 7增持 36减持 15清仓 5

方向

标的

Δ市值

现股数(环比)

建仓

SM SM ENERGY CO

+$224.8M

7,208,899

清仓

CIVI CIVITAS RESOURCES INC

-$121.5M

0 -100%

建仓

PFSI PENNYMAC FINANCIAL SERVICES

+$119.9M

1,372,204

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。

清仓

EQX EQUINOX GOLD CORP

-$99.0M

0 -100%

清仓

— GOLAR LNG LTD

-$80.1M

0 -100%

增持

CGAU CENTERRA GOLD INC.

+$77.1M

15,771,236 +11%

减持

IAG IAMGOLD Corp.

-$51.2M

14,479,039 -26%

增持

RDN RADIAN GROUP INC

+$43.9M

4,605,775 +53%

增持

ALLY ALLY FINANCIAL INC

+$34.4M

4,019,715 +48%

建仓

GMTL GUARDIAN METAL RESOURCES ADR

+$26.2M

1,500,556

增持

PK PARK HOTELS & RESORTS INC

+$22.2M

16,628,279 +14%

增持

KBH KB HOME

+$20.7M

1,191,414 +64%

增持

HOG HARLEY-DAVIDSON INC

+$20.2M

10,016,874 +13%

增持

WFG WEST FRASER TIMBER CO LTD

+$20.2M

1,702,814 +14%

减持

TPC TUTOR PERINI CORP

-$19.9M

1,313,289 -27%

增持

— SIRIUSPOINT LTD

+$19.8M

9,486,460 +13%

增持

HHH HOWARD HUGHES HOLDINGS INC

-$15.4M

1,043,822 +2%

减持

EGO ELDORADO GOLD CORP

-$14.6M

7,275,268 -1%

减持

— GLOBAL SHIP LEASE INC- CL A

-$14.4M

1,578,182 -24%

增持

CRBG COREBRIDGE FINANCIAL INC

+$13.8M

6,069,588 +40%

增持

RLJ RLJ LODGING TRUST

+$13.4M

15,000,624 +14%

建仓

WF WOORI FINANCIAL

+$12.2M

547,690

增持

— AERCAP HOLDINGS NV

-$11.0M

3,150,675 +2%

减持

ALGT ALLEGIANT TRAVEL CO

-$9.6M

1,668,046 -2%

减持

JXN JACKSON FINANCIAL INC

-$8.4M

1,892,397 -3%

增持

GM GENERAL MOTORS

-$8.3M

1,746,952 +3%

增持

GNW GENWORTH FINANCIAL INC.

-$7.7M

25,486,303 +7%

清仓

— COOL CO LTD

-$7.1M

0 -100%

增持

TWI TITAN INTERNATIONAL INC

+$6.8M

4,941,157 +42%

增持

HMC HONDA MOTOR CO ADR

+$6.7M

3,487,175 +32%

减持

MOS THE MOSAIC COMPANY

+$6.4M

4,617,691 -0%

增持

— HAMILTON INSURANCE GROUP - CLASS B

+$5.9M

1,648,990 +6%

增持

UNM UNUM GROUP

-$5.0M

1,327,932 +1%

增持

MHO M/I HOMES

-$4.8M

1,490,038 +2%

减持

CLDT CHATHAM LODGING TRUST

+$4.7M

4,656,442 -1%

建仓

JAKK JAKKS PACIFIC INC

+$4.4M

220,381

建仓

KELYA KELLY SERVICES INC

+$3.8M

431,904

减持

BZH BEAZER HOMES USA INC

-$3.6M

2,986,562 -1%

增持

RYZ RYERSON HOLDING CORP

-$3.6M

1,956,933 +4%

增持

MHK MOHAWK INDUSTRIES INC

-$3.0M

290,565 +1%

减持

PPTA PERPETUA RESOURCES CORP

-$2.7M

108,130 -55%

增持

NMR NOMURA HOLDINGS INC

-$2.6M

13,169,493 +4%

增持

— EVEREST GROUP LTD.

+$2.6M

460,175 +6%

增持

— FERROGLOBE PLC

-$2.5M

5,434,704 +1%

减持

GGB GERDAU SA

-$2.2M

24,140,583 -0%

减持

VTOL BRISTOW GROUP INC

-$2.1M

90,057 -48%

增持

MPAA MOTORCAR PARTS OF AMERICA

+$2.1M

1,260,044 +31%

增持

HOFT HOOKER FURNISHINGS CORP

+$1.8M

1,070,964 +0%

建仓

RJET REPUBLIC AIRWAYS HOLDINGS INC.

+$1.6M

91,750

减持

TX TERNIUM SA - SPONSORED ADR

+$1.4M

3,656,867 -4%

减持

ASIX ADVANSIX INC

+$1.3M

227,980 -7%

增持

UVE UNIVERSAL INSURANCE HOLDINGS

+$1.2M

1,173,537 +2%

增持

AFLYY AIR FRANCE KLM

-$1.2M

4,581,427 +0%

增持

WSBF WATERSTONE FINANCIAL INC

+$1.1M

176,090 +38%

增持

MTUS METALLUS INC

+$976.9K

1,071,819 +11%

增持

ASTL ALGOMA STEEL GROUP INC

+$866.8K

6,028,929 +3%

增持

JRVR JAMES RIVER GROUP HOLDINGS

+$843.1K

1,820,969 +9%

清仓

HBM HUDBAY MINERALS

-$712.9K

0 -100%

增持

C CITIGROUP INC

-$564.7K

1,291,904 +2%

增持

NMIH NMI HOLDINGS INC

-$390.8K

397,599 +6%

增持

TMHC TAYLOR MORRISON HOME CORP

+$121.7K

1,672,693 +1%

增持

GAU GALIANO GOLD INC

-$95.1K

23,101,316 +1%

减持

— AZURE POWER GLOBAL LTD

-$28.9K

270,226 -10%