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X

Donald Smith & Co’s US Steel X Stock Holding History

Donald Smith & Co’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,219,425
Closed -$178M – 64
2025
Q1 		$178M Sell
4,219,425
-568,650
-12% -$21.5M 4.37% 5
2024
Q4 		$163M Buy
4,788,075
+68,230
+1% +$2.52M 3.89% 6
2024
Q3 		$167M Buy
4,719,845
+326,876
+7% +$12.4M 3.93% 7
2024
Q2 		$166M Sell
4,392,969
-4,840
-0.1% -$185K 4.23% 4
2024
Q1 		$179M Sell
4,397,809
-115,722
-3% -$5.29M 4.17% 5
2023
Q4 		$220M Buy
4,513,531
+447,186
+11% +$16.3M 5.63% 2
2023
Q3 		$132M Buy
4,066,345
+210,497
+5% +$5.9M 4.54% 4
2023
Q2 		$96.4M Buy
3,855,848
+304,694
+9% +$7.09M 3.32% 9
2023
Q1 		$92.7M Sell
3,551,154
-10,791
-0.3% -$300K 3.42% 8
2022
Q4 		$89.2M Buy
3,561,945
+920,120
+35% +$21.2M 3.49% 9
2022
Q3 		$47.9M Buy
2,641,825
+86,576
+3% +$1.85M 2.13% 18
2022
Q2 		$45.8M Buy
+2,555,249
New +$69.9M 2.06% 21

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Donald Smith & Co's X Position: Q2 2025 in Review

Donald Smith & Co sold out of US Steel (X) in Q2 2025, closing a stake of 4,219,425 shares — an estimated $178M sold.

Donald Smith & Co first reported a position in X in Q2 2022 and held it in 12 quarters. The position peaked at $220M in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Donald Smith & Co reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Donald Smith & Co sold 4,219,425 US Steel shares in Q2 2025, an estimated $178M.
  • Donald Smith & Co first reported a position in US Steel in Q2 2022 and held it in 12 quarters.
  • Donald Smith & Co's US Steel position peaked at $220M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Donald Smith & Co's 13F filing for Q2 2025, filed 13 Aug 2025.