13F Insight
DOSSIER · 13F-HR · Q1 2026

DONALD SMITH & CO., INC.

DONALD SMITH &'s family office based in Chicago, IL — $5.6B in tracked AUM across 62 positions as of Q1 2026.

DS
DONALD SMITH &·Chicago, IL·Family Office
CIK 0000814375 · last filed Mar 31, 2026
Total AUM
$5.6B
▼ 2.9%
vs prior
Holdings
62
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
50% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

DONALD SMITH & CO., INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
N00985106
AERCAP HOLDINGS NV
$432M3.2M7.8%
02
CGAU
CENTERRA GOLD INC.
$281M15.8M5.0%
03
IAG
IAMGOLD Corp.
$272M14.5M4.9%
04
EGO
ELDORADO GOLD CORP
$250M7.3M4.5%
05
SM
SM ENERGY CO
$225M7.2M4.0%
06
GNW
GENWORTH FINANCIAL INC.
$207M25.5M3.7%
07
G8192H106
SIRIUSPOINT LTD
$204M9.5M3.7%
08
HOG
HARLEY-DAVIDSON INC
$203M10.0M3.6%
09
JXN
JACKSON FINANCIAL INC
$200M1.9M3.6%
10
MHO
M/I HOMES
$182M1.5M3.3%

Filing history

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