DONALD SMITH & CO., INC. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$5.0B
Holdings
60
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AERAERCAP HOLDINGS NV | 3,124,528 | $378.1B | 7539.09% | |
| 2 | IMGIAMGOLD Corp. | 24,653,651 | $318.8B | 6356.66% | |
| 3 | ELDELDORADO GOLD CORP | 7,876,132 | $227.5B | 4537.42% | |
| 4 | EQXEQUINOX GOLD CORP | 20,031,159 | $224.7B | 4481.75% | |
| 5 | GNWGENWORTH FINANCIAL INC. | 24,976,084 | $222.3B | 4432.65% | |
| 6 | MHOM/I HOMES | 1,381,250 | $199.5B | 3978.40% | |
| 7 | JXNJACKSON FINANCIAL INC | 1,964,624 | $198.9B | 3965.86% | |
| 8 | HOGHARLEY-DAVIDSON INC | 6,803,727 | $189.8B | 3785.30% | |
| 9 | PKPARK HOTELS & RESORTS INC | 12,804,583 | $141.9B | 2829.14% | |
| 10 | CIVICIVITAS RESOURCES INC | 4,326,560 | $140.6B | 2803.98% | |
| 11 | UNMUNUM GROUP | 1,779,969 | $138.4B | 2760.76% | |
| 12 | REEVEREST GROUP LTD. | 391,424 | $137.1B | 2733.69% | |
| 13 | SPNTSIRIUSPOINT LTD | 7,402,682 | $133.9B | 2670.40% | |
| 14 | TXTERNIUM SA - SPONSORED ADR | 3,742,583 | $130.0B | 2591.94% | |
| 15 | MOSTHE MOSAIC COMPANY | 3,693,076 | $128.1B | 2553.97% | |
| 16 | CGCENTERRA GOLD INC. | 11,622,624 | $124.7B | 2486.87% | |
| 17 | TPCTUTOR PERINI CORP | 1,890,417 | $124.0B | 2472.54% | |
| 18 | TRVCCITIGROUP INC | 1,203,623 | $122.2B | 2436.16% | |
| 19 | TMHCTAYLOR MORRISON HOME CORP | 1,681,859 | $111.0B | 2213.85% | |
| 20 | CRBGCOREBRIDGE FINANCIAL INC | 3,413,550 | $109.4B | 2181.64% | |
| 21 | GMGENERAL MOTORS | 1,781,815 | $108.6B | 2166.35% | |
| 22 | ALGTALLEGIANT TRAVEL CO | 1,770,021 | $107.6B | 2144.95% | |
| 23 | ALLYALLY FINANCIAL INC | 2,559,863 | $100.3B | 2001.02% | |
| 24 | GSLGLOBAL SHIP LEASE INC- CL A | 3,184,843 | $97.8B | 1949.73% | |
| 25 | GLNGGOLAR LNG LTD | 2,296,251 | $92.8B | 1850.36% | |
| 26 | NMRNOMURA HOLDINGS INC | 12,420,747 | $90.3B | 1800.66% | |
| 27 | HHHHOWARD HUGHES HOLDINGS INC | 1,086,195 | $89.3B | 1779.79% | |
| 28 | HBMHUDBAY MINERALS | 5,761,121 | $87.3B | 1741.63% | |
| 29 | RLJRLJ LODGING TRUST | 10,677,555 | $76.9B | 1533.04% | |
| 30 | RDNRADIAN GROUP INC | 2,096,252 | $75.9B | 1514.05% | |
| 31 | BZHBEAZER HOMES USA INC | 3,029,072 | $74.4B | 1482.89% | |
| 32 | HMCHONDA MOTOR CO ADR | 2,058,700 | $63.4B | 1264.42% | |
| 33 | GAUGALIANO GOLD INC | 24,115,925 | $52.8B | 1053.17% | |
| 34 | GGBGERDAU SA | 16,229,292 | $50.3B | 1003.25% | |
| 35 | UVEUNIVERSAL INSURANCE HOLDINGS | 1,494,895 | $39.3B | 784.00% | |
| 36 | MHKMOHAWK INDUSTRIES INC | 278,266 | $35.9B | 715.37% | |
| 37 | GSMFERROGLOBE PLC | 7,553,964 | $34.4B | 685.39% | |
| 38 | —COOL CO LTD | 3,472,090 | $33.0B | 657.75% | |
| 39 | CLDTCHATHAM LODGING TRUST | 4,595,669 | $30.8B | 614.92% | |
| 40 | HGHAMILTON INSURANCE GROUP - CLASS B | 906,764 | $22.5B | 448.43% | |
| 41 | ASTLALGOMA STEEL GROUP INC | 5,937,020 | $21.1B | 420.88% | |
| 42 | NMIHNMI HOLDINGS INC | 459,616 | $17.6B | 351.40% | |
| 43 | TWITITAN INTERNATIONAL INC | 2,194,107 | $16.6B | 330.77% | |
| 44 | RYIRYERSON HOLDING CORP | 613,727 | $14.0B | 279.77% | |
| 45 | MPAAMOTORCAR PARTS OF AMERICA | 790,310 | $13.1B | 260.66% | |
| 46 | MTUSMETALLUS INC | 644,206 | $10.6B | 212.35% | |
| 47 | HOFTHOOKER FURNISHINGS CORP | 996,073 | $10.1B | 201.61% | |
| 48 | KBHKB HOME | 148,700 | $9.5B | 188.71% | |
| 49 | VTOLBRISTOW GROUP INC | 227,062 | $8.2B | 163.37% | |
| 50 | AFLYYAIR FRANCE KLM | 4,592,373 | $6.4B | 127.29% | |
| 51 | DCDAKOTA GOLD CORP | 1,080,000 | $4.9B | 97.99% | |
| 52 | PPTAPERPETUA RESOURCES CORP | 238,000 | $4.8B | 96.01% | |
| 53 | ASIXADVANSIX INC | 226,560 | $4.4B | 87.56% | |
| 54 | IWDRUSSELL 1000 | 16,300 | $3.3B | 66.17% | |
| 55 | GHLDGUILD HOLDINGS CO- CLASS A | 158,988 | $3.2B | 63.22% | |
| 56 | JRVRJAMES RIVER GROUP HOLDINGS | 312,435 | $1.7B | 34.58% | |
| 57 | MUMICRON TECH | 2,488 | $416.3M | 8.30% | |
| 58 | —AZURE POWER GLOBAL LTD | 299,126 | $299.1M | 5.96% | |
| 59 | —RESOLUTE FOREST PRODUCTS - CONTINGENT VALUE RTS | 5,866 | $8.3M | 0.17% | |
| 60 | GPRCHFGREAT PANTHER MINING | 472,001 | $47K | 0.00% |