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DONALD SMITH & CO., INC.

AUM: $4.03 B

13-F Portfolio Value: $5.56 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 44.18%

Stock	Company	Change in Shares	% Change	Source
CIVI	CIVITAS RESOURCES INC	-4,485,476	Exited	13F
EQX	EQUINOX GOLD CORP	-7,049,326	Exited	13F
HBM	HUDBAY MINERALS	-35,913	Exited	13F
CLCO	COOL CO LTD	-737,772	Exited	13F
GLNG	GOLAR LNG LTD	-2,151,627	Exited	13F