Donald Smith & Co. Buys Unum Group, JetBlue Airways Corp, Jefferies Financial Group Inc, Sells Axis Capital Holdings, Yamana Gold Inc, Iamgold Corp

• New Purchases: JEF,
• Added Positions: UNM, JBLU, GFI, AFLYY, AVH, BZH, KGC, CNA, RE, AAV,
• Reduced Positions: AXS, AUY, IAG, WPX, MU, SANM, ANAT, AER, L, CDE,
• Sold Out: PAAS, PPPMF, CKH,

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

1. Micron Technology Inc (MU) - 7,757,905 shares, 11.76% of the total portfolio. Shares reduced by 8.03%
2. AerCap Holdings NV (AER) - 7,403,952 shares, 11.59% of the total portfolio. Shares reduced by 5.75%
3. Unum Group (UNM) - 5,328,092 shares, 5.7% of the total portfolio. Shares added by 158.18%
4. Kinross Gold Corp (KGC) - 51,291,334 shares, 5.58% of the total portfolio. Shares added by 2.04%
5. Iamgold Corp (IAG) - 32,487,878 shares, 5.46% of the total portfolio. Shares reduced by 20.1%

Donald Smith & Co. initiated holding in Jefferies Financial Group Inc. The purchase prices were between $21.77 and $24.79, with an estimated average price of $23.42. The stock is now traded at around $24.29. The impact to a portfolio due to this purchase was 0.4%. The holding were 601,442 shares as of 2018-06-30.

Donald Smith & Co. added to a holding in Unum Group by 158.18%. The purchase prices were between $36.64 and $48.92, with an estimated average price of $41.76. The stock is now traded at around $36.02. The impact to a portfolio due to this purchase was 3.49%. The holding were 5,328,092 shares as of 2018-06-30.

Donald Smith & Co. added to a holding in JetBlue Airways Corp by 64.43%. The purchase prices were between $18.67 and $20.64, with an estimated average price of $19.25. The stock is now traded at around $18.50. The impact to a portfolio due to this purchase was 1.49%. The holding were 6,941,452 shares as of 2018-06-30.

Donald Smith & Co. added to a holding in Avianca Holdings SA by 189.62%. The purchase prices were between $6.46 and $9.16, with an estimated average price of $7.88. The stock is now traded at around $6.08. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,355,772 shares as of 2018-06-30.

Donald Smith & Co. sold out a holding in Pan American Silver Corp. The sale prices were between $15.86 and $18.56, with an estimated average price of $17.23.

Donald Smith & Co. sold out a holding in Primero Mining Corp. The sale prices were between $0.19 and $0.24, with an estimated average price of $0.21.

Donald Smith & Co. sold out a holding in SEACOR Holdings Inc. The sale prices were between $50.9 and $58.75, with an estimated average price of $54.56.

Donald Smith & Co. reduced to a holding in Axis Capital Holdings Ltd by 41.87%. The sale prices were between $54.73 and $60.12, with an estimated average price of $57.16. The stock is now traded at around $54.31. The impact to a portfolio due to this sale was -1.26%. Donald Smith & Co. still held 1,141,426 shares as of 2018-06-30.

Donald Smith & Co. reduced to a holding in Yamana Gold Inc by 26.92%. The sale prices were between $2.65 and $3.15, with an estimated average price of $2.91. The stock is now traded at around $3.04. The impact to a portfolio due to this sale was -1.17%. Donald Smith & Co. still held 43,081,848 shares as of 2018-06-30.

Donald Smith & Co. reduced to a holding in Iamgold Corp by 20.1%. The sale prices were between $5.08 and $6.31, with an estimated average price of $5.74. The stock is now traded at around $5.02. The impact to a portfolio due to this sale was -1.13%. Donald Smith & Co. still held 32,487,878 shares as of 2018-06-30.

Donald Smith & Co. reduced to a holding in WPX Energy Inc by 67.94%. The sale prices were between $13.12 and $19.17, with an estimated average price of $17.11. The stock is now traded at around $18.29. The impact to a portfolio due to this sale was -0.99%. Donald Smith & Co. still held 1,181,796 shares as of 2018-06-30.

Donald Smith & Co. reduced to a holding in Sanmina Corp by 42.24%. The sale prices were between $26 and $31.75, with an estimated average price of $29.4. The stock is now traded at around $30.40. The impact to a portfolio due to this sale was -0.75%. Donald Smith & Co. still held 1,462,206 shares as of 2018-06-30.

Donald Smith & Co. reduced to a holding in American National Insurance Co by 28.96%. The sale prices were between $114.3 and $122.47, with an estimated average price of $120.13. The stock is now traded at around $129.34. The impact to a portfolio due to this sale was -0.74%. Donald Smith & Co. still held 584,245 shares as of 2018-06-30.