Donald Smith (Trades, Portfolio)'s investment management firm, Donald Smith & Co., bought shares of the following stocks in both the first quarter of 2018 and fourth quarter of 2017.
Blue Capital Reinsurance Holdings Ltd. (BCRH, Financial)
In the fourth quarter, the guru increased his position by 40.48% and added another 17.99% in the first quarter.
With a market cap of $96.81 million, the company provides collateralized reinsurance in the property catastrophe market.
Smith is the company's largest shareholder among the gurus with 8.54% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 1.84% and Jim Simons (Trades, Portfolio) with 1.6%.
Advantage Oil & Gas Ltd. (AAV, Financial)
The guru increased his holding by 23.61% in the fourth quarter and raised it by 102.22% in the first quarter.
The company, which operates as an intermediate natural gas and liquids development and production corporation, has a market cap of $601.68 million. Its revenue of $178.33 billion has decreased 4.60% over the past five years.
Another notable shareholder among the gurus is Steven Cohen (Trades, Portfolio) with 0.27% of outstanding shares, followed by Simons with 0.19%.
International Seaways Inc. (INSW, Financial)
The guru boosted his position by 184.18% in the fourth quarter and added another 12.04% in the first quarter.
With a market cap of $585.96 million, the company operates a fleet of oil tankers. Its revenue of $290.10 million has not changed over the past five years.
John Paulson (Trades, Portfolio) is the largest shareholder of the company among the gurus with 11.87% of outstanding shares, followed by Smith with 9.26%, Francisco Garcàa Paramés (Trades, Portfolio) with 5.52% and Hotchkis & Wiley with 0.34%.
Everest Re Group Ltd. (RE, Financial)
In the fourth quarter, Smith increased his holding by 9.35% and added another 0.49% in the first quarter.
The insurance company has a market cap of $9.27 billion. Its revenue of $6.86 billion has grown 9.70% over the past five years.
The largest shareholder among the gurus is Smith with 0.92% of outstanding shares, followed by Chris Davis (Trades, Portfolio) with 0.57% and Richard Pzena (Trades, Portfolio) with 0.22%.
Aspen Insurance Holdings Ltd. (AHL, Financial)
In the fourth quarter, the guru increased his positon by 37.08% and then added another 36.91% in the first quarter.
With a market cap of $2.45 billion, the company offers property, casualty, marine and energy insurance. Its revenue of $2.53 billion has grown 8.10% over the past five years.
Pzena is another notable guru shareholder of the company with 2.71% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 2.02%.
Axis Capital Holdings Ltd. (AXS, Financial)
Smith boosted his stake by 241.39% in the fourth quarter and then added 41.46% in the first quarter.
The insurance company has a market cap of $4.73 billion. Its revenue of $4.67 billion has grown 9.70% over the past five years.
The largest shareholder among the gurus is Pzena with 5.54% of outstanding shares, followed by Smith with 2.35% and NWQ Managers with 1.62%.
Taylor Morrison Home Corp. (TMHC, Financial)
In the fourth quarter, the guru increased his holding by 94.70% and added another 39.16% in the first quarter.
With a market cap of $2.55 billion, the company builds single-family homes and communities. Its revenue of $3.86 billion has grown 27.90% over the past five years.
NWQ Managers is another notable guru shareholder of the company with 1.91% of outstanding shares, followed by Simons with 1.39%, Charles Brandes (Trades, Portfolio) with 0.68%, George Soros (Trades, Portfolio) with 0.42% and Barrow, Hanley, Mewhinney & Strauss with 0.24%.
Disclosure: I do not own any stocks mentioned in this article.
