DONALD SMITH & CO., INC.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| WEST FRASER TIMBER CO LTD | 0 | 1,489,342 | +1,489,342 | 0 | 91,013,690 | +91,013,690 |
| CENTERRA GOLD INC. | 11,622,624 | 14,158,116 | +2,535,492 | 124,710,756 | 203,452,127 | +78,741,371 |
| AERCAP HOLDINGS NV | 3,124,528 | 3,082,705 | -41,823 | 378,067,888 | 443,169,671 | +65,101,783 |
| SIRIUSPOINT LTD | 7,402,682 | 8,428,966 | +1,026,284 | 133,914,517 | 184,510,066 | +50,595,549 |
| GERDAU SA | 16,229,292 | 24,211,588 | +7,982,296 | 50,310,805 | 89,340,760 | +39,029,955 |
| ALLEGIANT TRAVEL CO | 1,770,021 | 1,697,898 | -72,123 | 107,564,176 | 144,779,762 | +37,215,586 |
| ELDORADO GOLD CORP | 7,876,132 | 7,360,022 | -516,110 | 227,541,453 | 264,371,990 | +36,830,537 |
| RYERSON HOLDING CORP | 613,727 | 1,889,916 | +1,276,189 | 14,029,799 | 47,550,287 | +33,520,488 |
| RADIAN GROUP INC | 2,096,252 | 3,012,255 | +916,003 | 75,926,247 | 108,411,057 | +32,484,810 |
| KB HOME | 148,700 | 725,394 | +576,694 | 9,463,268 | 40,919,476 | +31,456,208 |
| GENERAL MOTORS | 1,781,815 | 1,702,430 | -79,385 | 108,637,261 | 138,441,608 | +29,804,347 |
| CITIGROUP INC | 1,203,623 | 1,260,430 | +56,807 | 122,167,735 | 147,079,577 | +24,911,842 |
| ALLY FINANCIAL INC | 2,559,863 | 2,722,909 | +163,046 | 100,346,630 | 123,320,549 | +22,973,919 |
| COREBRIDGE FINANCIAL INC | 3,413,550 | 4,344,219 | +930,669 | 109,404,278 | 131,065,087 | +21,660,809 |
| RLJ LODGING TRUST | 10,677,555 | 13,140,744 | +2,463,189 | 76,878,396 | 97,898,543 | +21,020,147 |
| HAMILTON INSURANCE GROUP - CLASS B | 906,764 | 1,552,870 | +646,106 | 22,487,747 | 43,325,073 | +20,837,326 |
| NOMURA HOLDINGS INC | 12,420,747 | 12,695,534 | +274,787 | 90,298,831 | 106,515,530 | +16,216,699 |
| TERNIUM SA - SPONSORED ADR | 3,742,583 | 3,808,645 | +66,062 | 129,979,908 | 145,452,153 | +15,472,245 |
| HONDA MOTOR CO ADR | 2,058,700 | 2,648,828 | +590,128 | 63,407,960 | 78,087,449 | +14,679,489 |
| PARK HOTELS & RESORTS INC | 12,804,583 | 14,617,921 | +1,813,338 | 141,874,780 | 152,903,454 | +11,028,674 |
| EVEREST GROUP LTD. | 391,424 | 435,696 | +44,272 | 137,088,428 | 147,853,438 | +10,765,010 |
| TITAN INTERNATIONAL INC | 2,194,107 | 3,491,649 | +1,297,542 | 16,587,449 | 27,339,612 | +10,752,163 |
| JAMES RIVER GROUP HOLDINGS | 0 | 1,671,220 | +1,671,220 | 0 | 10,628,959 | +10,628,959 |
| JACKSON FINANCIAL INC | 1,964,624 | 1,954,400 | -10,224 | 198,878,888 | 208,436,760 | +9,557,872 |
| METALLUS INC | 644,206 | 963,671 | +319,465 | 10,648,725 | 16,536,594 | +5,887,869 |
| GALIANO GOLD INC | 24,115,925 | 22,956,283 | -1,159,642 | 52,813,876 | 58,079,396 | +5,265,520 |
| IAMGOLD Corp. | 24,653,651 | 19,630,207 | -5,023,444 | 318,771,707 | 323,702,113 | +4,930,406 |
| ALGOMA STEEL GROUP INC | 5,937,020 | 5,861,631 | -75,389 | 21,106,106 | 24,032,687 | +2,926,581 |
| WATERSTONE FINANCIAL INC | 0 | 127,770 | +127,770 | 0 | 2,114,594 | +2,114,594 |
| HOOKER FURNISHINGS CORP | 996,073 | 1,066,754 | +70,681 | 10,110,141 | 12,043,653 | +1,933,512 |
| DAKOTA GOLD CORP | 1,080,000 | 1,080,000 | 0 | 4,914,000 | 6,134,400 | +1,220,400 |
| CHATHAM LODGING TRUST | 4,595,669 | 4,684,548 | +88,879 | 30,836,939 | 31,901,772 | +1,064,833 |
| PERPETUA RESOURCES CORP | 238,000 | 238,000 | 0 | 4,814,740 | 5,761,980 | +947,240 |
| AZURE POWER GLOBAL LTD | 299,126 | 299,126 | 0 | 299,126 | 299,126 | 0 |
| RESOLUTE FOREST PRODUCTS - CONTINGENT VALUE RTS | 5,866 | 5,866 | 0 | 8,330 | 8,330 | 0 |
| GREAT PANTHER MINING | 472,001 | 472,001 | 0 | 47 | 47 | 0 |
| ADVANSIX INC | 226,560 | 245,950 | +19,390 | 4,390,733 | 4,254,935 | -135,798 |
| AIR FRANCE KLM | 4,592,373 | 4,580,489 | -11,884 | 6,383,398 | 5,977,538 | -405,860 |
| UNIVERSAL INSURANCE HOLDINGS | 1,494,895 | 1,149,374 | -345,521 | 39,315,739 | 38,848,841 | -466,898 |
| RUSSELL 1000 | 16,300 | 13,000 | -3,300 | 3,318,517 | 2,734,420 | -584,097 |
| MOTORCAR PARTS OF AMERICA | 790,310 | 960,289 | +169,979 | 13,071,727 | 11,849,966 | -1,221,761 |
| BRISTOW GROUP INC | 227,062 | 172,897 | -54,165 | 8,192,397 | 6,331,488 | -1,860,909 |
| NMI HOLDINGS INC | 459,616 | 375,207 | -84,409 | 17,621,677 | 15,304,694 | -2,316,983 |
| TUTOR PERINI CORP | 1,890,417 | 1,810,076 | -80,341 | 123,992,451 | 121,311,294 | -2,681,157 |
| MOHAWK INDUSTRIES INC | 278,266 | 289,009 | +10,743 | 35,874,053 | 31,588,684 | -4,285,369 |
| HARLEY-DAVIDSON INC | 6,803,727 | 8,899,204 | +2,095,477 | 189,823,983 | 182,344,690 | -7,479,293 |
| GENWORTH FINANCIAL INC. | 24,976,084 | 23,775,853 | -1,200,231 | 222,287,148 | 214,695,953 | -7,591,195 |
| HOWARD HUGHES HOLDINGS INC | 1,086,195 | 1,020,969 | -65,226 | 89,252,643 | 81,442,697 | -7,809,946 |
| FERROGLOBE PLC | 7,553,964 | 5,359,073 | -2,194,891 | 34,370,536 | 24,866,099 | -9,504,437 |
| M/I HOMES | 1,381,250 | 1,463,340 | +82,090 | 199,507,750 | 187,234,353 | -12,273,397 |
| GOLAR LNG LTD | 2,296,251 | 2,151,627 | -144,624 | 92,791,503 | 80,062,041 | -12,729,462 |
| BEAZER HOMES USA INC | 3,029,072 | 3,014,788 | -14,284 | 74,363,718 | 61,109,753 | -13,253,965 |
| TAYLOR MORRISON HOME CORP | 1,681,859 | 1,652,725 | -29,134 | 111,019,513 | 97,295,921 | -13,723,592 |
| THE MOSAIC COMPANY | 3,693,076 | 4,622,405 | +929,329 | 128,075,876 | 111,353,736 | -16,722,140 |
| CIVITAS RESOURCES INC | 4,326,560 | 4,485,476 | +158,916 | 140,613,200 | 121,511,545 | -19,101,655 |
| GLOBAL SHIP LEASE INC- CL A | 3,184,843 | 2,088,499 | -1,096,344 | 97,774,680 | 73,181,005 | -24,593,675 |
| COOL CO LTD | 3,472,090 | 737,772 | -2,734,318 | 32,984,855 | 7,119,500 | -25,865,355 |
| UNUM GROUP | 1,779,969 | 1,315,212 | -464,757 | 138,445,989 | 101,928,930 | -36,517,059 |
| HUDBAY MINERALS | 5,761,121 | 35,913 | -5,725,208 | 87,338,594 | 712,873 | -86,625,721 |
| EQUINOX GOLD CORP | 20,031,159 | 7,049,326 | -12,981,833 | 224,749,604 | 98,972,537 | -125,777,067 |