DONALD SMITH & CO., INC. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $5.6B in reported equity holdings across 66 positions. The largest holdings are AER (7.5%), EGO (4.8%), CGAU (4.3%), HOG (4.0%), MHO (4.0%). The portfolio is concentrated in Other (90.8%), Financial Services (5.2%), Basic Materials (3.1%). Data sourced from SEC EDGAR 13F filings (CIK 814375).

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