Donald Smith

Last Update: 05-11-2017

Number of Stocks: 67
Number of New Stocks: 2

Total Value: $3,883 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Donald Smith Bought 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 2017-03-31 Add0.54%$2.49 - $3.62
($3.02)
$ 2.80-7%Add 13.24%64,411,745
PLG Platinum Group Metals Ltd 2017-03-31 Add0.43%USD 1.43 - USD 2.32
(USD 1.74)
USD 1.15-34%Add 612.92%11,882,301
ANAT American National Insurance Co 2017-03-31 Add0.32%$114.35 - $124.45
($119.38)
$ 114.55-4%Add 11.84%987,061
KEP Korea Electric Power Corp 2017-03-31 Add0.27%$17.53 - $21.35
($18.76)
$ 18.921%Add 12.88%4,513,765
AGI Alamos Gold Inc 2017-03-31 Add0.1%$6.65 - $8.76
($7.95)
$ 6.39-20%Add 43.46%1,651,252
PLAB Photronics Inc 2017-03-31 Add0.1%$10.55 - $11.85
($11.12)
$ 10.00-10%Add 8.68%4,432,620
ACLS Axcelis Technologies Inc 2017-03-31 Add0.09%$14.15 - $18.8
($15.74)
$ 21.9039%Add 6.85%2,996,651
KBH KB Home 2017-03-31 Add0.09%$16.11 - $19.99
($17.49)
$ 21.2822%Add 2.51%6,930,463
RFP Resolute Forest Products Inc 2017-03-31 Add0.07%$4.4 - $5.75
($4.96)
$ 4.40-11%Add 6.44%8,040,396
AKG Asanko Gold Inc 2017-03-31 Add0.06%$2.33 - $3.77
($3.09)
$ 2.01-35%Add 44.13%2,894,914
PKD Parker Drilling Co 2017-03-31 Add0.06%$1.4 - $2.85
($2.19)
$ 1.45-34%Add 36.61%4,878,302
JBLU JetBlue Airways Corp 2017-03-31 Add0.04%$18.86 - $22.78
($20.39)
$ 22.3710%Add 1.38%6,146,572
MHO M/I Homes Inc 2017-03-31 Add0.04%$23.34 - $26.51
($24.51)
$ 28.6617%Add 4.83%1,512,307
BPI Bridgepoint Education Inc 2017-03-31 Add0.03%$9 - $11.49
($10.24)
$ 14.0838%Add 24.62%528,108
FLY Fly Leasing Ltd 2017-03-31 Add0.03%$12.98 - $14.38
($13.68)
$ 13.01-5%Add 2.92%3,212,478
RT Ruby Tuesday Inc 2017-03-31 Add0.03%$1.74 - $3.53
($2.18)
$ 2.201%Add 6.29%6,080,269
AOI Alliance One International Inc 2017-03-31 Add0.02%$12.35 - $19.35
($15.71)
$ 11.50-27%Add 6.45%894,717
IAG Iamgold Corp 2017-03-31 Add0.01%$3.39 - $5.12
($4.26)
$ 4.373%Add 0.17%45,239,031
AYR Aircastle Ltd 2017-03-31 Add$21.11 - $25.65
($23.15)
$ 22.56-3%Add 0.03%868,201
BAC Bank of America Corporation 2017-03-31 Add$22.05 - $25.5
($23.73)
$ 23.36-2%Add 0.02%351,562
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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:

Ticker Shares Value ($1000)
AER8,937,744410,868
MU13,782,244398,307
KGC63,454,883222,727
IAG45,239,031180,956
AUY64,411,745177,776
UNM3,567,548167,282
AFLYY18,082,086137,713
KBH6,930,463137,778
JBLU6,146,572126,681
ANAT987,061116,503
» More Current Portfolio

Donald Smith's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 23.9% 23.9%
Basic Materials 20.8% 20.8%
Technology 20.6% 20.6%
Consumer Cyclical 9.5% 9.5%
Energy 2.9% 2.9%
Utilities 2.4% 2.4%
Real Estate 2.1% 2.1%
Consumer Defensive 0.5% 0.5%
Industrials 0.5% 0.5%
» More Sector Weightings

Donald Smith's News:

» More Related News


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