Donald Smith

Last Update: 02-09-2017

Number of Stocks: 68
Number of New Stocks: 3

Total Value: $3,729 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Donald Smith Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AUY Yamana Gold Inc 2016-12-31 Add2.48%$2.51 - $4.29
($3.27)
$ 2.79-15%Add 137.01%56,882,526
IAG Iamgold Corp 2016-12-31 Add1.39%$3.21 - $4.35
($3.74)
$ 4.3316%Add 42.50%45,163,382
KBH KB Home 2016-12-31 Add1%$14.16 - $17.26
($15.63)
$ 17.2410%Add 53.39%6,760,767
JBLU JetBlue Airways Corp 2016-12-31 Add0.3%$16.93 - $22.79
($19.75)
$ 19.57-1%Add 8.84%6,062,970
KEP Korea Electric Power Corp 2016-12-31 Add0.28%$18.48 - $24.34
($20.83)
$ 19.06-8%Add 16.50%3,998,771
KGC Kinross Gold Corp 2016-12-31 Add0.13%$2.91 - $4.21
($3.51)
$ 3.819%Add 2.45%63,894,554
NEM Newmont Mining Corp 2016-12-31 Add0.12%$30.91 - $38.1
($34.16)
$ 36.086%Add 98.54%276,470
NWSA News Corp 2016-12-31 Add0.09%$11.46 - $14.62
($12.37)
$ 13.106%Add 32.40%1,142,345
VRS Verso Corp 2016-12-31 Add0.09%$4.82 - $7.16
($6.03)
$ 8.0233%Add 42.45%1,544,573
MFA MFA Financial Inc 2016-12-31 Add0.04%$7.07 - $8.01
($7.51)
$ 8.047%Add 3.51%5,110,016
AIG American International Group Inc 2016-12-31 Add0.03%$57.38 - $66.7
($62.79)
$ 63.631%Add 0.95%1,873,359
MHO M/I Homes Inc 2016-12-31 Add0.03%$20.71 - $26.44
($23.56)
$ 23.52-0%Add 3.24%1,442,574
PLAB Photronics Inc 2016-12-31 Add0.03%$9.4 - $11.7
($10.49)
$ 10.904%Add 2.86%4,078,589
ARCTF AuRico Metals Inc 2016-12-31 Add0.02%$0.62 - $0.93
($0.77)
$ 0.8713%Add 9.36%12,690,709
ASC Ardmore Shipping Corp 2016-12-31 Add0.01%$5.5 - $7.4
($6.7)
$ 6.954%Add 1.16%3,362,272
AYR Aircastle Ltd 2016-12-31 Add0.01%$18.87 - $22.84
($21.1)
$ 23.6612%Add 1.62%867,977
RFP Resolute Forest Products Inc 2016-12-31 Add0.01%$3.85 - $5.6
($4.56)
$ 4.50-1%Add 1.07%7,554,027
AOI Alliance One International Inc 2016-12-31 Add$14.15 - $19.51
($16.88)
$ 13.75-19%Add 0.88%840,517
HBM Hudbay Minerals Inc 2016-12-31 Add$3.74 - $7.25
($5.35)
$ 8.0050%Add 0.42%721,711
IAG Iamgold Corp 2016-09-30 Add2.59%$3.7 - $5.75
($4.56)
$ 4.33-5%Add 279.64%31,693,908
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.
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Donald Smith's Profile:

Donald G. Smith is the CIO of Donald Smith & Co. He began his career as an analyst with Capital Research Company and subsequently worked at Capital Guardian Trust Co. In 1980, Donald be-came the CIO of Home Insurance Company, and President of Home Port-folio Advisors, Inc., which he bought in 1983 and changed the name to Donald Smith & Co., Inc.

In 2010, Donald Smith & Co. has $3.6 billion under management. Over 30 years since inception compounded annualized return has been 15.3%. Over the last 10 years our annualized return is 12.1% versus ?0.4% for the S&P 500.

Mr. Smith was awarded a B.S. in Finance and Ac-counting by the University of Illinois, an MBA by Harvard University and a J.D. from UCLA Law School and was admitted to the Bar Association of California. He volunteered for Ben Graham in UCLA to conduct a study on low P/E strategy.

» More Profile & Performance

Donald Smith's Current Portfolio:

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Donald Smith's Sector Weightings:


SectorsSector Weightings (%)
Basic Materials 37.1% 37.1%
Technology 34.2% 34.2%
Financial Services 33.2% 33.2%
Consumer Cyclical 11.4% 11.4%
Real Estate 4.2% 4.2%
Energy 3.3% 3.3%
Utilities 2.3% 2.3%
Consumer Defensive 1% 1%
Industrials 0.6% 0.6%
» More Sector Weightings

Donald Smith's News:

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