Donald Smith & Co — Recent Buys
Donald Smith & Co., Inc. · New and increased positions in the Q2 '26 13F filing.
Filed August 11, 2026 · Last updated
Donald Smith & Co opened 6 new positions and increased 26 existing holdings in the Q2 '26 filing — a combined buy footprint of $2.00B. Largest new position: GREENBRIER COMPANIES INC at $32.0M.
New positions (6)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| GBX | GREENBRIER COMPANIES INC | 652672 | $32.0M | 0.57% |
| PDM | PIEDMONT REALTY TRUST INC | 1944080 | $17.8M | 0.31% |
| PEB | PEBBLEBROOK HOTEL TRUST | 476163 | $9.2M | 0.16% |
| HBM | HUDBAY MINERALS INC | 158759 | $3.7M | 0.07% |
| AII | AMERICAN INTEGRITY INSURANCE GROUP INC. | 116420 | $2.2M | 0.04% |
| GFR | GREENFIRE RESOURCES LTD | 295849 | $1.7M | 0.03% |
Increased positions (26)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| EGO | ELDORADO GOLD CORP | 8767454 | $272.6M | 4.82% | +20.5% |
| HOG | HARLEY-DAVIDSON INC | 9279072 | $227.0M | 4.02% | +-7.4% |
| SM | SM ENERGY CO | 7647594 | $199.6M | 3.53% | +6.1% |
| PFSI | PENNYMAC FINANCIAL SERVICES | 1882201 | $163.9M | 2.90% | +37.2% |
| MOS | THE MOSAIC COMPANY | 7723547 | $163.7M | 2.90% | +67.3% |
| C | CITIGROUP INC | 933085 | $130.6M | 2.31% | +-27.8% |
| HNDAF | HONDA MOTOR CO ADR | 4042521 | $109.6M | 1.94% | +15.9% |
| KBH | KB HOME | 1735927 | $108.7M | 1.92% | +45.7% |
| TMHC | TAYLOR MORRISON HOME CORP | 862507 | $61.9M | 1.10% | +-48.4% |
| UNMA | UNUM GROUP | 649485 | $58.1M | 1.03% | +-51.1% |
| GAU | GALIANO GOLD INC | 26339874 | $49.3M | 0.87% | +14.0% |
| RYZ | RYERSON HOLDING CORP | 1992517 | $49.0M | 0.87% | +1.8% |
| MHK | MOHAWK INDUSTRIES INC | 347455 | $42.2M | 0.75% | +19.6% |
| TWI | TITAN INTERNATIONAL INC | 5309428 | $40.9M | 0.72% | +7.5% |
| TPC | TUTOR PERINI CORP | 487004 | $40.4M | 0.72% | +-62.9% |
| NMIH | NMI HOLDINGS INC | 882495 | $36.3M | 0.64% | +122.0% |
| HG | HAMILTON INSURANCE GROUP - CLASS B | 880490 | $29.9M | 0.53% | +-46.6% |
| UVE | UNIVERSAL INSURANCE HOLDINGS | 721686 | $29.8M | 0.53% | +-38.5% |
| GSL-PB | GLOBAL SHIP LEASE INC- CL A | 740941 | $27.9M | 0.49% | +-53.1% |
| GSM | FERROGLOBE PLC | 8126773 | $25.8M | 0.46% | +49.5% |
| HOFT | HOOKER FURNISHINGS CORP | 952422 | $17.0M | 0.30% | +-11.1% |
| WF | WOORI FINANCIAL | 682280 | $13.1M | 0.23% | +24.6% |
| MTUS | METALLUS INC | 608595 | $11.4M | 0.20% | +-43.2% |
| JRVR | JAMES RIVER GROUP HOLDINGS | 2440347 | $10.7M | 0.19% | +34.0% |
| AFLYY | AIR FRANCE KLM | 4590104 | $6.8M | 0.12% | +0.2% |
| KELYA | KELLY SERVICES INC | 464504 | $5.7M | 0.10% | +7.5% |