Donald Smith (Trades, Portfolio) is the founder of investment management firm Donald Smith & Co. Inc. He bought shares of the following stocks in both the first and second quarters of 2018.Â
Alio Gold Inc. (ALO, Financial)
In the first quarter, the guru increased his position by 1.28% and by 19.56% in the second quarter.
With a market cap of $97.91 million, the mining company produces mineral resources. Its revenue of $96.19 million has fallen 22.40% over the past five years.
Jim Simons (Trades, Portfolio) is the largest guru shareholder of the company with 1.6% of outstanding shares, followed by Smith with 0.74%.
Blue Capital Reinsurance Holdings Ltd. (BCRH, Financial)
Smith increased his holding by 17.99% in the first quarter and increased it 9.72% in the second quarter.
The reinsurance holding company has a market cap of $88.37 million. Its revenue of $44.90 million has not changed over the past five years.
Era Group Inc. (ERA, Financial)
The guru boosted the position by 69.18% in the first quarter and added 0.04% in the second quarter.
With a market cap of $272.84 million, the company provides helicopters and related services. Its revenue of $233.97 million has declined 5% over the past five years.
Chuck Royce (Trades, Portfolio) is the largest shareholder of the company among the gurus with 5.72% of outstanding shares, followed by Arnold Van Den Berg (Trades, Portfolio) with 3.76%, Smith with 3.72% and Simons with 0.37%.
Advantage Oil & Gas Ltd. (AAV, Financial)
In the first quarter, the guru boosted the holding by 102.22% and then increased it 6.69% in the second quarter.
The intermediate natural gas and liquids development corporation has a market cap of $573.56 billion. Its revenue of $154.68 billion has declined by 4.60% over the past five years.
Another notable guru shareholder is Simons with 0.24% of outstanding shares.
Beazer Homes USA Inc. (BZH, Financial)
The guru boosted the stake 188.32% in the first quarter, and then increased it 19.03% in the second quarter.
With a market cap of $429.68 million, the company operates in the construction industry. Its revenue of $2.01 billion has increased 2.3% over the last five years.
Royce is another notable guru shareholder of the company with 2.93% of outstanding shares, followed by Charles Brandes (Trades, Portfolio) with 1.18%.
Gold Fields Ltd. (GFI, Financial)
Smith added 33.66% to his stake in the first quarter and then increased it 15.03% in the second quarter.
With a market cap of $2.8 billion, the company operates in underground and surface gold and copper mining. Its revenue of $2.76 billion has increased 2% over the past five years.
Another notable guru shareholder is Simons with 2.07% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.21%, Royce with 0.2% and Jeremy Grantham (Trades, Portfolio) with 0.01%.
Air France-KLM (AFLYY, Financial)
In the first quarter, Smith increased the holding by 25.44% and then added another 3.92% in the second quarter.
With a market cap of $4.32 billion, the company provides passenger and cargo air transportation services. It has a revenue of $9.31 billion that has declined 4.50% over the past five years.
Smith is the largest guru shareholder of the company with 4.9% of outstanding shares.
Avianca Holdings SA (AVH, Financial)
The investor boosted the position by 129.94% in the first quarter and then added another 189.62% in the second quarter.
With a market cap of $744 million, the holding company is involved in passenger airlines, cargo airlines and specialized maintenance services. Its revenue of $4.54 billion has grown 13.80% over the last five years.
Another notable guru shareholder is Simons with 1.07% of outstanding shares, followed by Grantham with 0.04%.
Disclosure: I do not own any stocks mentioned in this article.
