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Donald G. Smith

Donald Smith & Co.

Donald Smith & Co. Chatham Lodging Trust REIT stake

total: 237

Donald Smith & Co. CLDT trades

Total transactions:
15
New positions:
1
Added:
10
Reduced:
4
Held since:
2022 Q4
Held for:
15 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Donald Smith & Co. holds 3,974,821 Chatham Lodging Trust REIT (CLDT) shares with a market value of roughly $52.59M accounting for 0.93% of the overall portfolio. To date, the estimated cost basis is nearly $9.24 for "buy" trades and estimated average "sell" price is $11.08. Donald Smith & Co. first purchased CLDT in 2022 Q4, initially acquiring 251,939 shares. Since the initial investment in Chatham Lodging Trust REIT (CLDT), Donald Smith & Co. has made 14 more transactions.

How many CLDT shares does Donald Smith & Co. currently hold?

According to 2026 Q2 report, Donald Smith & Co. holds 3,974,821 shares of Chatham Lodging Trust REIT (CLDT), valued at around $52.59M.

When did Donald Smith & Co. buy Chatham Lodging Trust REIT (CLDT)?

Donald Smith & Co. first invested in Chatham Lodging Trust REIT (CLDT) in 2022 Q4 at the reported quarter-end price of $12.27 per share.

What's the cost basis of Donald Smith & Co.'s CLDT stake?

The estimated cost basis for Chatham Lodging Trust REIT (CLDT) stake is around $9.24 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$9.24
Weighted AVG sell price:
$11.08

Donald Smith & Co.'s historical trades in Chatham Lodging Trust REIT

15 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.93%
3,974,821
$13.23
$52,586,882
-14.64% (-681,621)
-0.16%
2026 Q1
0.66%
4,656,442
$7.87
$36,646,199
-0.60% (-28,106)
-0%
2025 Q4
0.60%
4,684,548
$6.81
$31,901,772
+1.93% (+88,879)
+0.01%
2025 Q3
0.61%
4,595,669
$6.71
$30,836,939
-4.60% (-221,452)
-0.03%
2025 Q2
0.79%
4,817,121
$6.97
$33,575,333
-2.03% (-99,793)
-0.02%
2025 Q1
0.86%
4,916,914
$7.13
$35,057,597
+9.32% (+419,235)
+0.07%
2024 Q4
0.96%
4,497,679
$8.95
$40,254,227
+30.68% (+1,055,999)
+0.23%
2024 Q3
0.69%
3,441,680
$8.52
$29,323,114
+3.35% (+111,461)
+0.02%
2024 Q2
0.72%
3,330,219
$8.52
$28,373,466
+56.82% (+1,206,670)
+0.26%
2024 Q1
0.50%
2,123,549
$10.11
$21,469,080
+18.04% (+324,475)
+0.08%
2023 Q4
0.49%
$10.72
+7.06% (+118,637)
2023 Q3
0.55%
$9.57
+32.82% (+415,237)
2023 Q2
0.41%
$9.36
+25.28% (+255,306)
2023 Q1
0.39%
$10.49
+300.85% (+757,955)
2022 Q4
0.12%
$12.27
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.