Donald Smith (Trades, Portfolio), the president and co-chief investment officer of Donald Smith & Co., bought shares of the following stocks in both the second and third quarters.
Air France-KLMÂ (AFLYY)
In the second quarter, the guru increased his position by 3.92% and added 13.96% in the third quarter.
With a market cap of $4.54 billion, the company provides passenger and cargo air transportation services. Its revenue of $30.88 billion has fallen 4.50% over the last five years.
Smith is the largest gurur shareholder of the company with 5.59% of outstanding shares.
Alio Gold Inc. (ALO)
The investor added 19.56% to the position in the second quarter and then boosted it 945.07% in the third quarter.
The company, which develops and explores mineral resources, has a market cap of $59.72 million. Its revenue of $98.11 million has declined 22.40% over the last five years.
The company's largest guru shareholder is Smith with 7.6% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 1.7%.
Avianca Holdings SAÂ (AVH)
Smith boosted his position 189.62% in the second quarter and 52.77% in the third quarter.
The company, which holds investments in passenger airlines and related activities, has a market cap of $660.5 million. Its revenue of $4.64 billion has grown 13.80% over the last five years.
Simons is another notable guru shareholder of the company with 1.66% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.04%.
Beazer Homes USA Inc. (BZH)
In the second quarter, the guru expanded the holding by 19.03% and added 40.3% in the third quarter.
The company, which operates in the construction industry, has a market cap of $282.52 million. Its revenue of $2.01 billion has grown 2.30% over the last five years.
The company's largest guru shareholder is Chuck Royce (Trades, Portfolio) with 2.93% of outstanding shares, followed by Charles Brandes (Trades, Portfolio) with 2.19%.
Gold Fields Ltd. (GFI)
Smith increased the holding 15.03% in the second quarter and 37.15% in the third quarter.
With a market cap of $2.31 billion, the company operates in underground and surface gold and copper mining activities. Its revenue of $2.80 billion has increased 2% over the last five years.
With 2.1% of outstanding shares, Simons is the company's largest guru shareholder, followed by Royce with 0.2%, Pioneer Investments (Trades, Portfolio) with 0.19% and Ray Dalio (Trades, Portfolio) with 0.02%.
JetBlue Airways Corp. (JBLU)
Smith increased his stake by 64.43% in the second quarter and by 21.74% in the third quarter.
With a market cap of $5.51 billion, the company provides passenger airline service. Its revenue of $7.45 billion has grown 7.80% over the last five years.
The largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 7.5% of outstanding shares, followed by Richard Snow (Trades, Portfolio) with 0.69%, Simons’ firm with 0.52% and Steven Cohen (Trades, Portfolio) with 0.22%.
Unum Group (UNM)
In the second quarter, the investor boosted the holding 158.18% and then added 4.27% in the third quarter.
The company, which offers insurance and non-insurance products and services, has a market cap of $7.92 billion. Its revenue of $11.61 billion has grown 6% over the last five years.
NWQ Managers (Trades, Portfolio) is the company's largest guru shareholder with 2.54% of outstanding shares, followed by Pioneer Investments with 0.58%, Ken Fisher (Trades, Portfolio) with 0.07%, Grantham with 0.05%, Paul Tudor Jones (Trades, Portfolio) with 0.05% and Jeff Auxier (Trades, Portfolio) with 0.03%.
Disclosure: I do not own any stocks mentioned in this article.
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