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Gurus
Value
DONALD SMITH & CO., INC. (Data extracted from 13F, 13D, 13G and Form 4)

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DONALD SMITH & CO., INC.

AUM: $4.03 B

13-F Portfolio Value: $5.65 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 42.52%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
GBX	GREENBRIER COMPANIES INC	0.57%	652,672	$31,987,455	652,672	New	$49.01	13F
PDM	PIEDMONT REALTY TRUST INC	0.31%	1,944,080	$17,788,332	1,944,080	New	$9.15	13F
PEB	PEBBLEBROOK HOTEL TRUST	0.16%	476,163	$9,242,324	476,163	New	$19.41	13F
HBM	HUDBAY MINERALS INC	0.07%	158,759	$3,748,306	158,759	New	$23.61	13F
AII	AMERICAN INTEGRITY INSURANCE GROUP INC.	0.04%	116,420	$2,192,189	116,420	New	$18.83	13F
GFR	GREENFIRE RESOURCES LTD	0.03%	295,849	$1,671,547	295,849	New	$5.65	13F