StockDriftsStockDriftsTop 50 DONALD SMITH & CO INC Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | 7.78% | 3.15M | $432.21M | +2.20% (+67.97K) | $30.57 | 2026-03-31 |
| CGAU | CENTERRA GOLD INC. | 5.05% | 15.77M | $280.57M | +11.39% (+1.61M) | $8.80 | 2026-03-31 |
| IAG | IAMGOLD Corp. | 4.9% | 14.48M | $272.50M | -26.24% (-5.15M) | $3.52 | 2026-03-31 |
| EGO | ELDORADO GOLD CORP | 4.49% | 7.28M | $249.76M | -1.15% (-84.75K) | $9.92 | 2026-03-31 |
| SM | SM ENERGY CO | 4.04% | 7.21M | $224.77M | new | $24.94 | 2026-03-31 |
| GNW | GENWORTH FINANCIAL INC. | 3.72% | 25.49M | $206.95M | +7.19% (+1.71M) | $5.07 | 2026-03-31 |
| SPNT | SIRIUSPOINT LTD | 3.68% | 9.49M | $204.34M | +12.55% (+1.06M) | $12.55 | 2026-03-31 |
| HOG | HARLEY-DAVIDSON INC | 3.64% | 10.02M | $202.54M | +12.56% (+1.12M) | $26.30 | 2026-03-31 |
| JXN | JACKSON FINANCIAL INC | 3.6% | 1.89M | $200.06M | -3.17% (-62.00K) | $51.75 | 2026-03-31 |
| MHO | M/I HOMES | 3.28% | 1.49M | $182.46M | +1.82% (+26.70K) | $63.15 | 2026-03-31 |
| PK | PARK HOTELS & RESORTS INC | 3.15% | 16.63M | $175.10M | +13.75% (+2.01M) | $13.09 | 2026-03-31 |
| ALLY | ALLY FINANCIAL INC | 2.84% | 4.02M | $157.69M | +47.63% (+1.30M) | $32.36 | 2026-03-31 |
| RDN | RADIAN GROUP INC | 2.74% | 4.61M | $152.36M | +52.90% (+1.59M) | $32.36 | 2026-03-31 |
| EG | EVEREST GROUP LTD. | 2.71% | 460.18K | $150.41M | +5.62% (+24.48K) | $358.25 | 2026-03-31 |
| TX | TERNIUM SA - SPONSORED ADR | 2.64% | 3.66M | $146.82M | -3.99% (-151.78K) | $36.41 | 2026-03-31 |
| C | CITIGROUP INC | 2.64% | 1.29M | $146.51M | +2.50% (+31.47K) | $54.10 | 2026-03-31 |
| CRBG | COREBRIDGE FINANCIAL INC | 2.61% | 6.07M | $144.82M | +39.72% (+1.73M) | $27.30 | 2026-03-31 |
| ALGT | ALLEGIANT TRAVEL CO | 2.43% | 1.67M | $135.18M | -1.76% (-29.85K) | $65.26 | 2026-03-31 |
| GM | GENERAL MOTORS | 2.34% | 1.75M | $130.15M | +2.62% (+44.52K) | $41.14 | 2026-03-31 |
| PFSI | PENNYMAC FINANCIAL SERVICES | 2.16% | 1.37M | $119.93M | new | $109.62 | 2026-03-31 |
| MOS | THE MOSAIC COMPANY | 2.12% | 4.62M | $117.75M | -0.10% (-4.71K) | $30.23 | 2026-03-31 |
| RLJ | RLJ LODGING TRUST | 2% | 15.00M | $111.30M | +14.15% (+1.86M) | $8.49 | 2026-03-31 |
| WFG | WEST FRASER TIMBER CO LTD | 2% | 1.70M | $111.18M | +14.33% (+213.47K) | $64.38 | 2026-03-31 |
| NMR | NOMURA HOLDINGS INC | 1.87% | 13.17M | $103.91M | +3.73% (+473.96K) | $5.88 | 2026-03-31 |
| TPC | TUTOR PERINI CORP | 1.82% | 1.31M | $101.37M | -27.45% (-496.79K) | $13.95 | 2026-03-31 |
| TMHC | TAYLOR MORRISON HOME CORP | 1.75% | 1.67M | $97.42M | +1.21% (+19.97K) | $22.81 | 2026-03-31 |
| UNM | UNUM GROUP | 1.74% | 1.33M | $96.98M | +0.97% (+12.72K) | $32.82 | 2026-03-31 |
| GGB | GERDAU SA | 1.57% | 24.14M | $87.15M | -0.29% (-71.00K) | $3.11 | 2026-03-31 |
| HMC | HONDA MOTOR CO ADR | 1.53% | 3.49M | $84.77M | +31.65% (+838.35K) | $29.17 | 2026-03-31 |
| HHH | HOWARD HUGHES HOLDINGS INC | 1.19% | 1.04M | $66.03M | +2.24% (+22.85K) | $70.78 | 2026-03-31 |
| KBH | KB HOME | 1.11% | 1.19M | $61.66M | +64.24% (+466.02K) | $54.08 | 2026-03-31 |
| GSL | GLOBAL SHIP LEASE INC- CL A | 1.06% | 1.58M | $58.76M | -24.43% (-510.32K) | $21.89 | 2026-03-31 |
| GAU | GALIANO GOLD INC | 1.04% | 23.10M | $57.98M | +0.63% (+145.03K) | $1.11 | 2026-03-31 |
| BZH | BEAZER HOMES USA INC | 1.03% | 2.99M | $57.46M | -0.94% (-28.23K) | $22.90 | 2026-03-31 |
| HG | HAMILTON INSURANCE GROUP - CLASS B | 0.89% | 1.65M | $49.19M | +6.19% (+96.12K) | $24.08 | 2026-03-31 |
| RYZ | RYERSON HOLDING CORP | 0.79% | 1.96M | $43.99M | +3.55% (+67.02K) | $23.45 | 2026-03-31 |
| UVE | UNIVERSAL INSURANCE HOLDINGS | 0.72% | 1.17M | $40.09M | +2.10% (+24.16K) | $15.51 | 2026-03-31 |
| CLDT | CHATHAM LODGING TRUST | 0.66% | 4.66M | $36.65M | -0.60% (-28.11K) | $9.55 | 2026-03-31 |
| TWI | TITAN INTERNATIONAL INC | 0.61% | 4.94M | $34.14M | +41.51% (+1.45M) | $8.02 | 2026-03-31 |
| MHK | MOHAWK INDUSTRIES INC | 0.51% | 290.56K | $28.61M | +0.54% (+1.56K) | $109.65 | 2026-03-31 |
| ASTL | ALGOMA STEEL GROUP INC | 0.45% | 6.03M | $24.90M | +2.85% (+167.30K) | $7.29 | 2026-03-31 |
| GSM | FERROGLOBE PLC | 0.4% | 5.43M | $22.39M | +1.41% (+75.63K) | $4.16 | 2026-03-31 |
| MTUS | METALLUS INC | 0.32% | 1.07M | $17.51M | +11.22% (+108.15K) | $15.55 | 2026-03-31 |
| NMIH | NMI HOLDINGS INC | 0.27% | 397.60K | $14.91M | +5.97% (+22.39K) | $35.25 | 2026-03-31 |
| MPAA | MOTORCAR PARTS OF AMERICA | 0.25% | 1.26M | $13.94M | +31.22% (+299.75K) | $12.81 | 2026-03-31 |
| HOFT | HOOKER FURNISHINGS CORP | 0.25% | 1.07M | $13.79M | +0.39% (+4.21K) | $20.26 | 2026-03-31 |
| WF | WOORI FINANCIAL | 0.22% | 547.69K | $12.16M | new | $62.69 | 2026-03-31 |
| JRVR | JAMES RIVER GROUP HOLDINGS | 0.21% | 1.82M | $11.47M | +8.96% (+149.75K) | $5.94 | 2026-03-31 |
| ASIX | ADVANSIX INC | 0.1% | 227.98K | $5.56M | -7.31% (-17.97K) | $27.29 | 2026-03-31 |
| DC | DAKOTA GOLD CORP | 0.1% | 1.08M | $5.45M | +0.00% (+0) | $2.43 | 2026-03-31 |
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