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Donald Smith & Co. exited its entire GPLDF position, held for ~7 years.

Sold out of a position that was 472,001 shares worth $47 as of the previous filing.
Published · Based on SEC filings

Medium impact
Position exited
2026 Q2

Great Panther Mining Limited (GPLDF) is gone from the Donald Smith & Co. portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 11, 2026. A quarter earlier the position was 472K shares worth about $47, or under 0.01% of the reported book. GPLDF had been in the portfolio for 7 years, since the quarter ended June 30, 2019.

What did the 2026 Q2 filing report for GPLDF?

As of June 30, 2026, from the 13F-HR filed August 11, 2026.

Before After
Shares 472K 0
Reported value $47 $0
Portfolio weight under 0.01% 0%
Held since 2019 Q2 sold out in 2026 Q2
Quarters held 28

What did Donald Smith & Co. sell?

Donald Smith & Co. sold 472K shares of GPLDF between the quarter ended March 31, 2026 and June 30, 2026. The GPLDF exit was the 63rd largest of the quarter's 63 position changes by percent change to portfolio.

Where does GPLDF sit in the Donald Smith & Co. portfolio?

Before the sale, GPLDF carried under 0.01% of the Donald Smith & Co. portfolio, below the fund's average stock position of 2%. The largest stock position is AER at 7.52%. Next come EGO at 4.82% and CGAU at 4.34%. The three largest stocks together are 16.68% of the book. Across the 2026 Q2 portfolio, Donald Smith & Co. reported 66 stock positions, with 6 opened and 2 closed. The total portfolio value is about $5.6B, up 2% from the prior quarter.

Donald Smith & Co. buys and sells, 2026 Q2

How long has Donald Smith & Co. held GPLDF?

Donald Smith & Co. held GPLDF for 7 years, from the quarter ended June 30, 2019 to March 31, 2026. The weight peaked at 0.25% in 2019 Q2. The share count had been unchanged the quarter before. Every reported trade is on the Donald Smith & Co. GPLDF trade history page.

Donald Smith & Co. shares of GPLDF by quarter

FAQ

How many GPLDF shares did Donald Smith & Co. sell?

Donald Smith & Co. sold all 472K shares of GPLDF it reported a quarter earlier, worth about $47.

When did Donald Smith & Co. first buy GPLDF?

Donald Smith & Co. first reported GPLDF in the quarter ended June 30, 2019.

How much of the Donald Smith & Co. portfolio was GPLDF?

GPLDF was under 0.01% of the Donald Smith & Co. portfolio at the prior quarter-end, and 0% after the sale.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst