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Donald G. Smith

Donald Smith & Co.

Donald Smith & Co. PennyMac Finl Svcs Inc stake

total: 237

Donald Smith & Co. PFSI trades

Total transactions:
2
New positions:
1
Added:
1
Held since:
2026 Q1
Held for:
2 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Donald Smith & Co. holds 1,882,201 PennyMac Finl Svcs Inc (PFSI) shares with a market value of roughly $163.94M accounting for 2.90% of the overall portfolio. To date, the estimated cost basis is nearly $87.32 for "buy" trades. Donald Smith & Co. first purchased PFSI in 2026 Q1, initially acquiring about 1.37M shares. Since the initial investment in PennyMac Finl Svcs Inc (PFSI), Donald Smith & Co. has made 1 more transaction.

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

According to 2026 Q2 report, Donald Smith & Co. holds 1,882,201 shares of PennyMac Finl Svcs Inc (PFSI), valued at around $163.94M.

When did Donald Smith & Co. buy PennyMac Finl Svcs Inc (PFSI)?

Donald Smith & Co. first invested in PennyMac Finl Svcs Inc (PFSI) in 2026 Q1 at the reported quarter-end price of $87.40 per share.

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

The estimated cost basis for PennyMac Finl Svcs Inc (PFSI) stake is around $87.32 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$87.32

Donald Smith & Co.'s historical trades in PennyMac Finl Svcs Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
2.90%
1,882,201
$87.10
$163,939,707
+37.17% (+509,997)
+0.79%
2026 Q1
2.16%
1,372,204
$87.40
$119,930,630
new
+2.16%
* 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.