Donald Smith & Co., Inc.
FundDeep value investing pioneers; lowest price-to-tangible-book decile.
Centerra Gold is 32% of Donald Smith & Co., Inc.'s $869.3M tracked book
6 tracked · Filing-sourced (SEC) · Latest filing May 14, 2026 · $869.3M · 13F, Form 4, 13D/G
Donald Smith & Co., Inc. is a New York-based, SEC-registered investment management firm. Founded in 1980 by the late value investor Donald G. Smith, the employee-controlled firm specializes in 'deep value' equity investing. It is well known for seeking out stocks trading in the lowest decile of the market by price-to-tangible-book-value.
Portfolio allocation
Holdings (6)
Showing 6 of 62 reported positions · ordered by reported value
CGAU 32.3%
Largest by weight
$869.3M
Tracked value
15,771,236 shares · $280.6M
14,479,039 shares · $272.5M
7,275,268 shares · $249.8M
23,101,316 shares · $58.0M
1,080,000 shares · $5.5M
108,130 shares · $3.0M
Shows tracked precious metals holdings only, not full book. Full 13F filed by Donald Smith & Co., Inc..
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Portfolio Intelligence
Portfolio Intelligence
Aggregated from this investor's disclosed positions. Methodology
Portfolio Gold Beta
Equal-weight average of cached stock-level gold beta values across disclosed holdings with available regression data.
Beta
n/a
R-squared
n/a
Coverage
Limited coverage: 0%
0 of 0 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
No overlapping disclosed holdings in the cache.
Similar Portfolios
No shared holdings found in the cache.
Filing Timeline
No recent activity rows in the cache.
Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.
Precious-metals holdings from the most recent SEC 13F filed by Donald Smith & Co., Inc.. That filing also includes non-precious-metals securities; this page shows only names in the GoldSignal universe.