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Donald Smith & Co. Buys The Mosaic Co, Equinox Gold Corp, Domtar Corp, Sells Everest Re Group, Avianca Holdings SA, Pyxus International Inc

Investment company Donald Smith & Co. (Current Portfolio) buys The Mosaic Co, Equinox Gold Corp, Domtar Corp, American National Insurance Co, Atlas Air Worldwide Holdings Inc, sells Everest Re Group, Avianca Holdings SA, Pyxus International Inc, Yamana Gold Inc, Eldorado Gold Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Donald Smith & Co.. As of 2020Q1, Donald Smith & Co. owns 66 stocks with a total value of $1.7 billion. These are the details of the buys and sells.

For the details of Donald Smith's stock buys and sells,

go to https://www.gurufocus.com/guru/donald+smith/current-portfolio/portfolioThese are the top 5 holdings of Donald Smith
  1. Gold Fields Ltd (GFI) - 31,369,234 shares, 8.91% of the total portfolio. Shares reduced by 7.63%
  2. Air France-KLM (AFLYY) - 21,109,318 shares, 7.20% of the total portfolio. Shares reduced by 0.44%
  3. AerCap Holdings NV (AER) - 4,928,528 shares, 6.72% of the total portfolio. Shares reduced by 4.27%
  4. Iamgold Corp (IAG) - 47,192,610 shares, 6.44% of the total portfolio. Shares reduced by 5.52%
  5. Unum Group (UNM) - 6,265,022 shares, 5.63% of the total portfolio. Shares added by 9.72%
New Purchase: Equinox Gold Corp (EQX)


Donald Smith & Co. initiated holding in Equinox Gold Corp. The purchase prices were between $5.53 and $9.7, with an estimated average price of $7.9. The stock is now traded at around $8.52. The impact to a portfolio due to this purchase was 1.43%. The holding were 3,598,106 shares as of . New Purchase: Domtar Corp (UFS)


Donald Smith & Co. initiated holding in Domtar Corp. The purchase prices were between $18.58 and $39.88, with an estimated average price of $32.1. The stock is now traded at around $21.65. The impact to a portfolio due to this purchase was 1.23%. The holding were 947,181 shares as of . New Purchase: Park Hotels & Resorts Inc (PK)


Donald Smith & Co. initiated holding in Park Hotels & Resorts Inc. The purchase prices were between $4.92 and $25.87, with an estimated average price of $19.07. The stock is now traded at around $8.00. The impact to a portfolio due to this purchase was 0.59%. The holding were 1,253,134 shares as of . New Purchase: Alcoa Corp (AA)


Donald Smith & Co. initiated holding in Alcoa Corp. The purchase prices were between $5.48 and $21.51, with an estimated average price of $13.93. The stock is now traded at around $7.77. The impact to a portfolio due to this purchase was 0.55%. The holding were 1,503,760 shares as of . New Purchase: The Howard Hughes Corp (HHC)


Donald Smith & Co. initiated holding in The Howard Hughes Corp. The purchase prices were between $37.44 and $129.35, with an estimated average price of $106.1. The stock is now traded at around $52.29. The impact to a portfolio due to this purchase was 0.48%. The holding were 160,000 shares as of . New Purchase: Triton International Ltd (TRTN)


Donald Smith & Co. initiated holding in Triton International Ltd. The purchase prices were between $21.67 and $40.5, with an estimated average price of $34.48. The stock is now traded at around $30.03. The impact to a portfolio due to this purchase was 0.33%. The holding were 211,500 shares as of . Added: The Mosaic Co (MOS)
Donald Smith & Co. added to a holding in The Mosaic Co by 212.54%. The purchase prices were between $7.01 and $22.02, with an estimated average price of $17.15. The stock is now traded at around $11.22. The impact to a portfolio due to this purchase was 2.35%. The holding were 5,329,551 shares as of . Added: American National Insurance Co (ANAT)
Donald Smith & Co. added to a holding in American National Insurance Co by 125.35%. The purchase prices were between $66.54 and $117.68, with an estimated average price of $101.64. The stock is now traded at around $74.68. The impact to a portfolio due to this purchase was 0.94%. The holding were 342,878 shares as of . Added: Atlas Air Worldwide Holdings Inc (AAWW)
Donald Smith & Co. added to a holding in Atlas Air Worldwide Holdings Inc by 34.70%. The purchase prices were between $16.42 and $33.22, with an estimated average price of $25.12. The stock is now traded at around $37.85. The impact to a portfolio due to this purchase was 0.71%. The holding were 1,801,799 shares as of . Added: Diamond S Shipping Inc (DSSI)
Donald Smith & Co. added to a holding in Diamond S Shipping Inc by 67.58%. The purchase prices were between $9.11 and $16.86, with an estimated average price of $11.8. The stock is now traded at around $10.59. The impact to a portfolio due to this purchase was 0.65%. The holding were 2,261,259 shares as of . Added: Loews Corp (L)
Donald Smith & Co. added to a holding in Loews Corp by 47.95%. The purchase prices were between $29.74 and $55.81, with an estimated average price of $47.41. The stock is now traded at around $30.01. The impact to a portfolio due to this purchase was 0.5%. The holding were 736,734 shares as of . Added: Jefferies Financial Group Inc (JEF)
Donald Smith & Co. added to a holding in Jefferies Financial Group Inc by 30.14%. The purchase prices were between $12.25 and $23.72, with an estimated average price of $20.08. The stock is now traded at around $13.82. The impact to a portfolio due to this purchase was 0.49%. The holding were 2,565,673 shares as of . Sold Out: Pyxus International Inc (PYX)
Donald Smith & Co. sold out a holding in Pyxus International Inc. The sale prices were between $1.45 and $9.66, with an estimated average price of $5.4. Reduced: Everest Re Group Ltd (RE)
Donald Smith & Co. reduced to a holding in Everest Re Group Ltd by 49.2%. The sale prices were between $171.96 and $291.78, with an estimated average price of $256.61. The stock is now traded at around $178.99. The impact to a portfolio due to this sale was -0.51%. Donald Smith & Co. still held 51,966 shares as of . Reduced: Avianca Holdings SA (AVH)
Donald Smith & Co. reduced to a holding in Avianca Holdings SA by 42.25%. The sale prices were between $0.75 and $5, with an estimated average price of $3.66. The stock is now traded at around $0.88. The impact to a portfolio due to this sale was -0.19%. Donald Smith & Co. still held 1,614,623 shares as of . Reduced: Yamana Gold Inc (AUY)
Donald Smith & Co. reduced to a holding in Yamana Gold Inc by 57.39%. The sale prices were between $2.57 and $4.66, with an estimated average price of $3.78. The stock is now traded at around $5.07. The impact to a portfolio due to this sale was -0.17%. Donald Smith & Co. still held 899,295 shares as of . Reduced: Eldorado Gold Corp (EGO)
Donald Smith & Co. reduced to a holding in Eldorado Gold Corp by 20.33%. The sale prices were between $5.15 and $10.92, with an estimated average price of $7.52. The stock is now traded at around $8.92. The impact to a portfolio due to this sale was -0.15%. Donald Smith & Co. still held 1,981,905 shares as of . Reduced: Blue Capital Reinsurance Holdings Ltd (BCRHF)
Donald Smith & Co. reduced to a holding in Blue Capital Reinsurance Holdings Ltd by 29.49%. The sale prices were between $0.87 and $7.2, with an estimated average price of $6.82. The stock is now traded at around $1.18. The impact to a portfolio due to this sale was -0.06%. Donald Smith & Co. still held 538,410 shares as of .

Here is the complete portfolio of Donald Smith. Also check out:

1. Donald Smith's Undervalued Stocks

2. Donald Smith's Top Growth Companies, and

3. Donald Smith's High Yield stocks

4. Stocks that Donald Smith keeps buying

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