DONALD SMITH & CO., INC. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $5.3B in reported equity holdings across 60 positions. The largest holdings are AER (8.3%), IAG (6.1%), EGO (5.0%), GNW (4.0%), JXN (3.9%). The portfolio is concentrated in Other (92.3%), Financial Services (2.8%), Basic Materials (2.4%). Data sourced from SEC EDGAR 13F filings (CIK 814375).