DONALD SMITH & COMPANY ., INC.

HTTP://WWW.DONALDSMITHANDCO.COM • NEW YORK, NY • Investment Advisor • Hedge Fund
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Donald Smith & Company . is based out of New York. Donald Smith & Company . is a hedge fund with 16 clients and discretionary assets under management (AUM) of $2,621,166,986 (Form ADV from 2023-03-22). Their last reported 13F filing for Q2 2023 included $2,905,875,210 in managed 13F securities and a top 10 holdings concentration of 46.61%. Donald Smith & Company .'s largest holding is Aercap Holdings N.V. with shares held of 3,852,131. Donald Smith & Company . has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 106 13F filings, 1 13D filings, and 641 13G filings

06/30/2023

13F Activity

  • Market Value $2.906 Billion
  • Prior Market Value $2.713 Billion
  • New Purchases1 stock
  • Additional Purchases32 stocks
  • Sold out of3 stocks
  • Reduced holdings in25 stocks
  • Top 10 Holdings % 46.61 %
  • Turnover % [1]:6.45%
  • Turnover Alt % [2]: 2.81 %
  • Time Held Top20:16.80 quarters
  • Time Held Top10:11.20 quarters
  • Time Held All:22.47 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2023

13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for DONALD SMITH & COMPANY ., INC.

Portfolio Analysis

Classifications:

Q2 2023:

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Consistent Across Past 12 Quarters:

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Type of 13F Disclosure 13F Holdings Report
% of holdings ETF 1.754
% of top 20 holdings the same as top 20 most commonly held by all managers 0.0%
ALL HOLDINGS TOP-20 HOLDINGS
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Sector Allocation 0.004% ( ) 34.408% (FINANCE) 10.0% 8.527% 3.564% (INFORMATION TECHNOLOGY) 33.893% (FINANCE) 14.286% 10.188%

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-08-14

Performance for Q2 2023: 14.91%
Performance Last 4 Quarters: 45.68%
Performance Metrics
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13F Managers

Subsidiaries/Managers included in latest 13F
Name
Donald Smith, L.P.

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

DONALD SMITH & CO., INC.
Classified as Hedge Fund
152 W. 57TH STREET 22ND FLOOR
NEW YORK NY    10019
Country: United States
Business Phone: 212-284-0990
Fax: 212-284-0998
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: DE
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 194,366,000
Total Number of Clients: 16
Amount of client funds and securities by related persons: 194,366,000
Total Number of clients from related persons: 4
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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DONALD SMITH & CO., INC.

ownership team - last updated 2023-03-22
Name Title Start Date Direct/Indirect % Ownership
SHAH, KAMAL MACRO ANALYST, TRADER, SHAREHOLDER 01/01/2004 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. MACRO ANALYST, TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
HARTSEL, JON, EDWARD CO-CIO, DIRECTOR OF RESEARCH, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. PORTFOLIO MANAGER, RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
SMITH DONALD & CO INC RESEARCH ANALYST, ASSISTANT PORTFOLIO MANAGER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. LIMITED PARTNER direct 2009-12-01
PARK, JANE JIYOUNG DIRECTOR OF CLIENT RELATIONS AND BUSINESS DEVELOPMENT 01/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. DIRECTOR OF CLIENT RELATIONS & BUSINESS DEVELOPMENT direct 2015-01-01
PIERMONT, JOHN, DAVID RESEARCH ANALYST, SHAREHOLDER 01/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. LIMITED PARTNER direct 2014-01-01
DONALD SMITH & CO., INC. RESEARCH ANALYST, SHAREHOLDER direct 2017-01-01
GREENBERG, RICHARD, LAWRENCE CEO, CO-CIO, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH & CO., INC. SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
PUTNAM, JEFFREY, ELIOT ANALYST 08/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. RESEARCH ANALYST direct 2017-08-01
CIANFRONE, ANN, ELIZABETH CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 01/01/2013 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER direct 2013-01-01
DONALD SMITH, L.P. CHIEF COMPLIANCE OFFICER direct 2013-01-01
Winner, Laura OWNER 01/01/2021 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01
Smith, Julie OWNER 01/01/2021 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSCO VALUE FUND, L.P. United States 805-2164162151 Hedge Fund 20,742,542 1,000,000
DONALD SMITH VALUE FUND, L.P. United States 805-2717723102 Hedge Fund 41,179,252 1,000,000
DONALD SMITH FUTURES FUND, L.P. United States 805-1064828065 Hedge Fund 66,507,057 1,000,000

DONALD SMITH & CO., INC.

ownership team - last updated 2022-03-10
Name Title Start Date Direct/Indirect % Ownership
SHAH, KAMAL MACRO ANALYST, TRADER, SHAREHOLDER 01/01/2004 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. MACRO ANALYST, TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
HARTSEL, JON, EDWARD CO-CIO, DIRECTOR OF RESEARCH, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. PORTFOLIO MANAGER, RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
SMITH DONALD & CO INC RESEARCH ANALYST, ASSISTANT PORTFOLIO MANAGER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. LIMITED PARTNER direct 2009-12-01
PARK, JANE JIYOUNG DIRECTOR OF CLIENT RELATIONS AND BUSINESS DEVELOPMENT 01/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. DIRECTOR OF CLIENT RELATIONS & BUSINESS DEVELOPMENT direct 2015-01-01
PIERMONT, JOHN, DAVID RESEARCH ANALYST, SHAREHOLDER 01/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. LIMITED PARTNER direct 2014-01-01
DONALD SMITH & CO., INC. RESEARCH ANALYST, SHAREHOLDER direct 2017-01-01
GREENBERG, RICHARD, LAWRENCE CEO, CO-CIO, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH & CO., INC. SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
PUTNAM, JEFFREY, ELIOT ANALYST 08/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. RESEARCH ANALYST direct 2017-08-01
CIANFRONE, ANN, ELIZABETH CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 01/01/2013 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER direct 2013-01-01
DONALD SMITH, L.P. CHIEF COMPLIANCE OFFICER direct 2013-01-01
Winner, Laura OWNER 01/01/2021 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01
Smith, Julie OWNER 01/01/2021 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSCO VALUE FUND, L.P. United States 805-2164162151 Hedge Fund 18,922,631 1,000,000
DONALD SMITH VALUE FUND, L.P. United States 805-2717723102 Hedge Fund 68,846,424 1,000,000
DONALD SMITH FUTURES FUND, L.P. United States 805-1064828065 Hedge Fund 158,327,376 1,000,000

DONALD SMITH & CO., INC.

ownership team - last updated 2021-04-29
Name Title Start Date Direct/Indirect % Ownership
SHAH, KAMAL MACRO ANALYST, TRADER, SHAREHOLDER 01/01/2004 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. MACRO ANALYST, TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
HARTSEL, JON, EDWARD CO-CIO, DIRECTOR OF RESEARCH, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. PORTFOLIO MANAGER, RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
SMITH DONALD & CO INC RESEARCH ANALYST, ASSISTANT PORTFOLIO MANAGER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. LIMITED PARTNER direct 2009-12-01
PARK, JANE JIYOUNG DIRECTOR OF CLIENT RELATIONS AND BUSINESS DEVELOPMENT 01/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. DIRECTOR OF CLIENT RELATIONS & BUSINESS DEVELOPMENT direct 2015-01-01
PIERMONT, JOHN, DAVID RESEARCH ANALYST, SHAREHOLDER 01/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. LIMITED PARTNER direct 2014-01-01
DONALD SMITH & CO., INC. RESEARCH ANALYST, SHAREHOLDER direct 2017-01-01
GREENBERG, RICHARD, LAWRENCE CEO, CO-CIO, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH & CO., INC. SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
PUTNAM, JEFFREY, ELIOT ANALYST 08/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. RESEARCH ANALYST direct 2017-08-01
CIANFRONE, ANN, ELIZABETH CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 01/01/2013 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER direct 2013-01-01
DONALD SMITH, L.P. CHIEF COMPLIANCE OFFICER direct 2013-01-01
Winner, Laura OWNER 01/01/2021 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01
Smith, Julie OWNER 01/01/2021 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSCO VALUE FUND, L.P. United States 805-2164162151 Hedge Fund 13,679,034 1,000,000
DONALD SMITH VALUE FUND, L.P. United States 805-2717723102 Hedge Fund 106,596,252 1,000,000
DONALD SMITH FUTURES FUND, L.P. United States 805-1064828065 Hedge Fund 163,279,911 1,000,000

DONALD SMITH & CO., INC.

ownership team - last updated 2021-03-29
Name Title Start Date Direct/Indirect % Ownership
SHAH, KAMAL MACRO ANALYST, TRADER, SHAREHOLDER 01/01/2004 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. MACRO ANALYST, TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
HARTSEL, JON, EDWARD CO-CIO, DIRECTOR OF RESEARCH, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. PORTFOLIO MANAGER, RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
SMITH DONALD & CO INC RESEARCH ANALYST, ASSISTANT PORTFOLIO MANAGER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. LIMITED PARTNER direct 2009-12-01
PARK, JANE JIYOUNG DIRECTOR OF CLIENT RELATIONS AND BUSINESS DEVELOPMENT 01/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. DIRECTOR OF CLIENT RELATIONS & BUSINESS DEVELOPMENT direct 2015-01-01
PIERMONT, JOHN, DAVID RESEARCH ANALYST, SHAREHOLDER 01/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. LIMITED PARTNER direct 2014-01-01
DONALD SMITH & CO., INC. RESEARCH ANALYST, SHAREHOLDER direct 2017-01-01
GREENBERG, RICHARD, LAWRENCE CEO, CO-CIO, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH & CO., INC. SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
PUTNAM, JEFFREY, ELIOT ANALYST 08/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. RESEARCH ANALYST direct 2017-08-01
CIANFRONE, ANN, ELIZABETH CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 01/01/2013 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER direct 2013-01-01
DONALD SMITH, L.P. CHIEF COMPLIANCE OFFICER direct 2013-01-01
Winner, Laura OWNER 01/01/2021 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01
Smith, Julie OWNER 01/01/2021 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSCO VALUE FUND, L.P. United States 805-2164162151 Hedge Fund 16,890,122 1,000,000
DONALD SMITH VALUE FUND, L.P. United States 805-2717723102 Hedge Fund 144,580,649 1,000,000
DONALD SMITH FUTURES FUND, L.P. United States 805-1064828065 Hedge Fund 199,957,568 1,000,000

DONALD SMITH & CO., INC.

ownership team - last updated 2020-10-16
Name Title Start Date Direct/Indirect % Ownership
DONALD G. SMITH 2004 GRAT SHAREHOLDER 01/01/2004 Direct 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC SHAREHOLDER direct 2004-01-01
SHAH, KAMAL MACRO ANALYST, TRADER, SHAREHOLDER 01/01/2004 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. MACRO ANALYST, TRADER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
HARTSEL, JON, EDWARD CO-CIO, DIRECTOR OF RESEARCH, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
DONALD SMITH & CO., INC. PORTFOLIO MANAGER, RESEARCH ANALYST, SHAREHOLDER indirect 2004-01-01
SMITH DONALD & CO INC RESEARCH ANALYST, ASSISTANT PORTFOLIO MANAGER, SHAREHOLDER indirect 2004-01-01
DONALD SMITH, L.P. LIMITED PARTNER direct 2009-12-01
PARK, JANE JIYOUNG DIRECTOR OF CLIENT RELATIONS AND BUSINESS DEVELOPMENT 01/01/2015 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. DIRECTOR OF CLIENT RELATIONS & BUSINESS DEVELOPMENT direct 2015-01-01
PIERMONT, JOHN, DAVID RESEARCH ANALYST, SHAREHOLDER 01/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. LIMITED PARTNER direct 2014-01-01
DONALD SMITH & CO., INC. RESEARCH ANALYST, SHAREHOLDER direct 2017-01-01
GREENBERG, RICHARD, LAWRENCE CEO, CO-CIO, SHAREHOLDER 01/01/2004 Direct 10 - 25%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH & CO., INC. SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
PUTNAM, JEFFREY, ELIOT ANALYST 08/01/2017 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH, L.P. RESEARCH ANALYST direct 2017-08-01
CIANFRONE, ANN, ELIZABETH CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 01/01/2013 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER direct 2013-01-01
DONALD SMITH, L.P. CHIEF COMPLIANCE OFFICER direct 2013-01-01
GREENBERG, RICHARD, LAWRENCE TRUSTEE DONALD G. SMITH 2004 GRAT 01/01/2004 Indirect Other
max of 20 shown
Fund Name Position direct/indirect start date end date
SMITH DONALD & CO INC VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH & CO., INC. SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
SMITH DONALD & CO INC CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, SHAREHOLDER direct 2004-01-01
DONALD SMITH, L.P. PRINCIPAL direct 2009-12-01
Winner, Laura BENEFICIARY OWNER DONALD G. SMITH 2004 GRAT 01/01/2004 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01
Smith, Paula TRUSTEE DONALD G. SMITH 2004 GRAT 01/01/2004 Indirect Other
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. TRUSTEE indirect 2004-01-01
Smith, Julie BENEFICIARY OWNER DONALD G. SMITH 2004 GRAT 01/01/2004 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
DONALD SMITH & CO., INC. BENEFICIARY OWNER indirect 2004-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DSCO VALUE FUND, L.P. United States 805-2164162151 Hedge Fund 14,017,100 1,000,000
DONALD SMITH VALUE FUND, L.P. United States 805-2717723102 Hedge Fund 149,774,543 1,000,000
DONALD SMITH FUTURES FUND, L.P. United States 805-1064828065 Hedge Fund 153,586,960 1,000,000

WhaleScore history for DONALD SMITH & COMPANY ., INC.

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