Donald Smith & Co. Buys JetBlue Airways Corp, Gold Fields, Pyxus International Inc, Sells Yamana Gold Inc, XL Group, Verso Corp

• New Purchases: PYX, TPC, CPLP,
• Added Positions: AFLYY, JBLU, GFI, UNM, CNA, BZH, ALO, AVH, AAVVF, MHO,
• Reduced Positions: AUY, VRS, AER, ANAT, AXS, WPX, IAG, C, AIG, MU,
• Sold Out: XL, BPI, GRP.U,

For the details of Donald Smith's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Donald+Smith

1. AerCap Holdings NV (AER) - 6,994,839 shares, 12.55% of the total portfolio. Shares reduced by 5.53%
2. Micron Technology Inc (MU) - 7,668,083 shares, 10.81% of the total portfolio. Shares reduced by 1.16%
3. Air France-KLM (AFLYY) - 23,893,263 shares, 7.67% of the total portfolio. Shares added by 13.96%
4. Unum Group (UNM) - 5,555,352 shares, 6.77% of the total portfolio. Shares added by 4.27%
5. JetBlue Airways Corp (JBLU) - 8,450,339 shares, 5.1% of the total portfolio. Shares added by 21.74%

Donald Smith & Co. initiated holding in Pyxus International Inc. The purchase prices were between $13.7 and $27.4, with an estimated average price of $18.16. The stock is now traded at around $16.88. The impact to a portfolio due to this purchase was 0.48%. The holding were 666,885 shares as of 2018-09-30.

Donald Smith & Co. initiated holding in Tutor Perini Corp. The purchase prices were between $17.85 and $21, with an estimated average price of $19.37. The stock is now traded at around $17.69. The impact to a portfolio due to this purchase was 0.35%. The holding were 600,652 shares as of 2018-09-30.

Donald Smith & Co. initiated holding in Capital Product Partners LP. The purchase prices were between $2.73 and $3.2, with an estimated average price of $2.99. The stock is now traded at around $2.77. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,260,676 shares as of 2018-09-30.

Donald Smith & Co. added to a holding in JetBlue Airways Corp by 21.74%. The purchase prices were between $17.22 and $19.97, with an estimated average price of $18.96. The stock is now traded at around $18.27. The impact to a portfolio due to this purchase was 0.91%. The holding were 8,450,339 shares as of 2018-09-30.

Donald Smith & Co. added to a holding in Gold Fields Ltd by 37.15%. The purchase prices were between $2.29 and $3.74, with an estimated average price of $3.01. The stock is now traded at around $2.82. The impact to a portfolio due to this purchase was 0.64%. The holding were 31,183,692 shares as of 2018-09-30.

Donald Smith & Co. added to a holding in Beazer Homes USA Inc by 40.30%. The purchase prices were between $10.5 and $16, with an estimated average price of $13.18. The stock is now traded at around $8.88. The impact to a portfolio due to this purchase was 0.28%. The holding were 3,001,034 shares as of 2018-09-30.

Donald Smith & Co. added to a holding in Alio Gold Inc by 945.07%. The purchase prices were between $0.63 and $1.59, with an estimated average price of $1.04. The stock is now traded at around $0.71. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,440,309 shares as of 2018-09-30.

Donald Smith & Co. added to a holding in Avianca Holdings SA by 52.77%. The purchase prices were between $5.12 and $6.74, with an estimated average price of $5.97. The stock is now traded at around $5.35. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,071,149 shares as of 2018-09-30.

Donald Smith & Co. added to a holding in Alamos Gold Inc by 26.99%. The purchase prices were between $4.15 and $5.88, with an estimated average price of $4.92. The stock is now traded at around $3.70. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,508,175 shares as of 2018-09-30.

Donald Smith & Co. sold out a holding in XL Group Ltd. The sale prices were between $55.99 and $57.59, with an estimated average price of $56.61.

Donald Smith & Co. sold out a holding in Bridgepoint Education Inc. The sale prices were between $6.42 and $13.42, with an estimated average price of $10.51.

Donald Smith & Co. sold out a holding in Granite Real Estate Investment Trust. The sale prices were between $40.49 and $44, with an estimated average price of $42.05.

Donald Smith & Co. reduced to a holding in Yamana Gold Inc by 49.29%. The sale prices were between $2.37 and $3.19, with an estimated average price of $2.78. The stock is now traded at around $2.22. The impact to a portfolio due to this sale was -1.78%. Donald Smith & Co. still held 21,845,224 shares as of 2018-09-30.

Donald Smith & Co. reduced to a holding in Verso Corp by 87.45%. The sale prices were between $20.36 and $33.67, with an estimated average price of $26.15. The stock is now traded at around $27.99. The impact to a portfolio due to this sale was -0.66%. Donald Smith & Co. still held 151,912 shares as of 2018-09-30.

Donald Smith & Co. reduced to a holding in American National Insurance Co by 30.97%. The sale prices were between $119.74 and $132.4, with an estimated average price of $127.7. The stock is now traded at around $126.51. The impact to a portfolio due to this sale was -0.63%. Donald Smith & Co. still held 403,305 shares as of 2018-09-30.

Donald Smith & Co. reduced to a holding in WPX Energy Inc by 51.01%. The sale prices were between $17.28 and $20.12, with an estimated average price of $18.53. The stock is now traded at around $15.38. The impact to a portfolio due to this sale was -0.32%. Donald Smith & Co. still held 578,921 shares as of 2018-09-30.

Donald Smith & Co. reduced to a holding in Veritiv Corp by 42.98%. The sale prices were between $36.25 and $49.2, with an estimated average price of $42.9. The stock is now traded at around $32.11. The impact to a portfolio due to this sale was -0.1%. Donald Smith & Co. still held 121,069 shares as of 2018-09-30.

Donald Smith & Co. reduced to a holding in Coeur Mining Inc by 63.54%. The sale prices were between $5.22 and $8.45, with an estimated average price of $6.47. The stock is now traded at around $4.68. The impact to a portfolio due to this sale was -0.03%. Donald Smith & Co. still held 89,200 shares as of 2018-09-30.