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This page shows the Portfolio Holdings of Donald Smith at Donald Smith & Co.. It tells us what Donald Smith holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.
|Ticker||Company||Industry||Shares||Value ($1000)|| % Weighting as of|
| Share # Change|
from Last Period
|Trade Impact (%)||% of Shares Outstanding|
|AER||AerCap Holdings NV||Transportation & Logistics||10,879,013||422,323||8.5%||+26.85%||+1.8%||5.12|
|KGC||Kinross Gold Corp||Metals & Mining||30,710,659||86,604||1.7%||+603.67%||+1.46%||2.68|
|UNM||Unum Group||Insurance - Life||5,930,346||206,850||4.2%||+28.51%||+0.93%||2.35|
|IM||Ingram Micro Inc||Computer Hardware||7,801,689||215,639||4.3%||+15.83%||+0.59%||5.00|
|AUY||Yamana Gold Inc||Metals & Mining||34,410,065||138,328||2.8%||+16.37%||+0.39%||3.91|
|NE||Noble Corp PLC||Oil & Gas - Drilling||4,953,024||82,072||1.6%||+23.77%||+0.31%||1.96|
|SANM||Sanmina Corp||Computer Hardware||7,030,229||165,421||3.3%||+9.16%||+0.28%||8.45|
|KEP||Korea Electric Power Corp||Utilities - Regulated||3,073,262||59,498||1.2%||+26.21%||+0.25%||0.25|
|BTU||Peabody Energy Corp||Coal||1,745,391||13,509||0.27%||+128.45%||+0.15%||0.64|
|TDW||Tidewater Inc||Oil & Gas - Services||1,064,079||34,487||0.69%||+26.85%||+0.15%||2.14|
|PAAS||Pan American Silver Corp||Metals & Mining||2,447,305||22,515||0.45%||+37.82%||+0.12%||1.62|
|AAV||Advantage Oil & Gas Ltd||Oil & Gas - E&P||9,791,917||46,903||0.94%||+12.14%||+0.1%||5.77|
|HBM||HudBay Minerals Inc||Metals & Mining||1,003,848||8,713||0.17%||+60.26%||+0.06%||0.43|
|AUQ||AuRico Gold Inc||Metals & Mining||23,498,445||77,075||1.5%||+4.28%||+0.06%||9.42|
|AYR||Aircastle Ltd||Consulting & Outsourcing||2,225,785||47,565||0.95%||+4.73%||+0.04%||2.75|
|AIG||American International Group Inc||Insurance||2,380,390||133,326||2.7%||+1.55%||+0.04%||0.17|
|ACLS||Axcelis Technologies Inc||Semiconductors||11,135,496||28,507||0.57%||+5.03%||+0.03%||9.94|
|ISSI||Integrated Silicon Solution Inc||Semiconductors||2,027,733||33,600||0.67%||+5.21%||+0.03%||6.50|
|Portfolio changes after 2014-12-31 are included for Premium Members only!|
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