Fund HoldingsDONALD SMITH & CO., INC.

Total Portfolio Value
$4.24B
Total Bought
$321.50M
Total Sold
$444.74M
Net Transaction
-$123.24M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TERNIUM SA(TX)1,346,6412,539,751+1,193,11050,56693,7422.21%+43,176
EQUINOX GOLD CORP(EQX)13,322,86918,050,439+4,727,57069,679109,9272.59%+40,249
NOMURA HOLDINGS INC(NMR)06,471,782+6,471,782033,7830.80%+33,783
IAMGOLD CORP(IAG)34,890,54531,017,123-3,873,422130,840162,2203.83%+31,380
GENWORTH FINANCIAL INC.(GNW)24,113,80925,015,294+901,485145,647171,3554.04%+25,707
ELDORADO GOLD(EGO)12,181,10011,791,381-389,719180,158204,8164.83%+24,658
BEAZER HOMES USA INC(BZH)3,086,8743,132,427+45,55384,827107,0352.53%+22,208
JACKSON FINANCIAL INC(JXN)2,174,6222,001,396-173,226161,487182,5874.31%+21,100
ALGOMA STEEL GROUP INC8,847,4518,062,867-784,58461,57882,4831.95%+20,905
HOWARD HUGHES HOLDINGS INC(HHH)1,652,0461,652,187+141107,086127,9293.02%+20,843
M/I HOMES(MHO)1,386,1061,098,418-287,688169,299188,2254.44%+18,926
TAYLOR MORRISON HOME CORP(TMHC)2,147,6991,940,879-206,820119,068136,3663.22%+17,298
TUTOR PERINI CORP(TPC)3,307,0393,270,438-36,60172,02788,8252.10%+16,798
GOLAR LNG LTD
SHS
3,257,3133,195,332-61,981102,117117,4602.77%+15,344
PARK HOTELS & RESORTS INC(PK)6,592,9918,077,286+1,484,29598,763113,8902.69%+15,127
NAVIENT CORP(JSM)2,801,3383,581,311+779,97340,78755,8331.32%+15,045
UNUM GROUP(UNM)3,108,3012,921,010-187,291158,865173,6254.10%+14,760
COREBRIDGE FINANCIAL INC(CRBD)3,845,5514,335,096+489,545111,982126,4112.98%+14,429
SIRIUSPOINT LTD(SPNT)7,072,1356,987,678-84,45786,280100,2032.36%+13,923
THE MOSAIC COMPANY(MOS)2,083,2332,751,580+668,34760,20573,6871.74%+13,482
ALLEGIANT TRAVEL CO(ALGT)826,326993,474+167,14841,50654,7011.29%+13,194
RLJ LODGING TRUST(RLJ)3,311,2744,855,122+1,543,84831,88844,5701.05%+12,682
NMI HOLDINGS INC - CLASS A(NMIH)872,747969,872+97,12529,70839,9490.94%+10,241
HUDBAY MINERALS(HBM)2,842,3633,748,780+906,41725,72334,4510.81%+8,728
RADIAN GROUP INC(RDN)2,923,4932,861,070-62,42390,92199,2512.34%+8,330
AERCAP HOLDINGS(AER)3,501,3133,525,307+23,994326,322333,9177.88%+7,595
GENERAL MOTORS(GM)1,453,7131,629,573+175,86067,54073,0701.72%+5,531
UNIVERSAL INSURANCE HOLDINGS(UVE)1,570,2781,545,676-24,60229,45834,2520.81%+4,794
JETBLUE AIRWAYS(JBLU)11,570,21011,320,960-249,25070,46374,2651.75%+3,803
TITAN INTERNATIONAL INC0397,800+397,80003,2340.08%+3,234
HOOKER FURNISHINGS CORP1,051,1531,015,724-35,42915,22118,3640.43%+3,144
KB HOME(KBH)231,691226,110-5,58116,26019,3750.46%+3,115
GALIANO GOLD INC17,919,63823,881,323+5,961,68530,82233,9110.80%+3,090
FERROGLOBE PLC(GSM)0625,000+625,00002,9000.07%+2,900
GLOBAL SHIP LEASE INC- CL A
COM CL A
1,627,9061,857,529+229,62346,86749,5031.17%+2,636
MOTORCAR PARTS OF AMERICA940,5871,040,545+99,9585,8037,6900.18%+1,886
ADVANSIX INC168,600176,996+8,3963,8645,3770.13%+1,513
NETGEAR INC329,300306,809-22,4915,0386,1550.15%+1,116
CHATHAM LODGING TRUST3,330,2193,441,680+111,46128,37329,3230.69%+950
KOREA ELECTRIC POWER CORP(KEP)1,503,3691,484,753-18,61610,65911,5220.27%+863
PERPETUA RESOURCES CORP(PPTA)315,000265,000-50,0001,6382,4780.06%+840
UNITED STATES STEEL CORP4,392,9694,719,845+326,876166,054166,7523.93%+698
AIR FRANCE-KLM5,383,0915,328,615-54,4764,9795,5420.13%+563
RUSSELL 100017,80017,80003,1063,3780.08%+273
RESOLUTE FOREST PRODUCTS - CONTINGENT VALUE RTS5,8665,8660880.00%0
GREAT PANTHER MINING472,001472,0010000.00%0
DAKOTA GOLD CORP305,000305,00007787200.02%-58
BRISTOW GROUP INC(VTOL)78,87374,373-4,5002,6452,5800.06%-65
GUILD HOLDINGS CO- CLASS A396,433343,207-53,2265,8635,7080.13%-156
AZURE POWER GLOBAL LTD399,967304,467-95,5003081170.00%-191
CITIGROUP(C)1,268,2941,278,620+10,32680,48680,0421.89%-444
COOL CO LTD3,380,2063,462,769+82,56339,78539,0950.92%-690
KIMBALL ELECTRONICS207,604191,576-16,0284,5633,5460.08%-1,017
CIVITAS RESOURCES INC2,351,5983,173,902+822,304162,260160,8223.79%-1,439
AMERICAN INTERNATIONAL GROUP736,158724,580-11,57854,65253,0611.25%-1,591
INTERNATIONAL SEAWAYS(INSW)230,926203,697-27,22913,65510,5030.25%-3,152
HAWAIIAN HOLDINGS INC310,3420-310,3423,8580-3,858
GOLDMAN SACHS GROUP(GS)17,2340-17,2347,7950-7,795
MICRON TECHNOLOGY(MU)372,668361,344-11,32449,01737,4750.88%-11,542
ALLY FINANCIAL INC(ALLY)2,553,6712,515,567-38,104101,30489,5292.11%-11,775
CENTERRA GOLD INC.(CGAU)10,084,1416,705,304-3,378,83767,76548,0101.13%-19,755
LOEWS CORP(L)392,41777,624-314,79329,3296,1360.14%-23,193
KINROSS GOLD CORP(KGC)2,865,2250-2,865,22523,8390-23,839
CNA FINANCIAL CORP.(CNA)1,115,375518,903-596,47251,38525,3950.60%-25,990
MGIC INVESTMENT CORP(MTG)1,669,8380-1,669,83835,9850-35,985
JEFFERIES FINANCIAL GROUP(JEF)2,494,6591,152,846-1,341,813124,13470,9581.67%-53,177
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