Donald Smith & Co’s FerroAtlántica GSM Stock Holding History

Donald Smith & Co’s Portfolio GSM Stock Details GSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.8M	Buy	8,126,773 +2,692,069	+50%	+$11.1M	0.46%	43
2026 Q1	$22.4M	Buy	5,434,704 +75,631	+1%	+$364K	0.4%	43
2025 Q4	$24.9M	Sell	5,359,073 -2,194,891	-29%	-$10.1M	0.47%	42
2025 Q3	$34.4M	Sell	7,553,964 -257,156	-3%	-$1.1M	0.69%	37
2025 Q2	$28.7M	Buy	7,811,120 +1,288,610	+20%	+$4.73M	0.67%	38
2025 Q1	$24.2M	Buy	6,522,510 +571,459	+10%	+$2.2M	0.59%	39
2024 Q4	$22.6M	Buy	5,951,051 +5,326,051	+852%	+$22.8M	0.54%	42
2024 Q3	$2.9M	Buy	+625,000	New	+$3.03M	0.07%	56

Other funds holding GSM

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Grizzlyrock Capital Chicago, Illinois $143M AUM 6.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Donald Smith & Co's GSM Position: Q2 2026 in Review

Donald Smith & Co increased its FerroAtlántica (GSM) stake by 50% in Q2 2026, buying an estimated $11.1M and bringing the position to 8,126,773 shares worth $25.8M. The position accounts for 0.46% of the portfolio, ranked #43.

Donald Smith & Co first reported a position in GSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.4M in Q3 2025. 177 funds tracked by Wall St. Rank hold GSM as of Q2 2026.

Donald Smith & Co held 8,126,773 shares of FerroAtlántica worth $25.8M as of Q2 2026.
Donald Smith & Co bought 2,692,069 FerroAtlántica shares in Q2 2026, an estimated $11.1M.
FerroAtlántica made up 0.46% of Donald Smith & Co's portfolio in Q2 2026, its #43 holding.
Donald Smith & Co first reported a position in FerroAtlántica in Q3 2024 and has held it in 8 quarters since.
Donald Smith & Co's FerroAtlántica position peaked at $34.4M in Q3 2025.
177 funds tracked by Wall St. Rank held FerroAtlántica as of Q2 2026.

Based on Donald Smith & Co's 13F filing for Q2 2026, filed 11 Aug 2026.