Donald Smith & Co's CGAU Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 11.62 M shares of Centerra Gold Inc. (CGAU) worth $124.71 M, representing 2.49% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in CGAU, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 4.12 M shares. Largest reduction occurred in Q3 2024, reducing 3.38 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Centerra Gold (CGAU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Centerra Gold (CGAU) Trades by Donald Smith & Co
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2021 | +1.02 M | New Buy | 1.02 M | $7.63 |
| Q3 2021 | +384,668 | Add 37.71% | 1.4 M | $6.81 |
| Q4 2021 | +686,934 | Add 48.90% | 2.09 M | $7.68 |
| Q1 2022 | +2,981 | Add 0.14% | 2.09 M | $9.84 |
| Q2 2022 | +546 | Add 0.03% | 2.1 M | $6.75 |
| Q3 2022 | +4.12 M | Add 196.44% | 6.21 M | $4.41 |
| Q4 2022 | +16,472 | Add 0.27% | 6.23 M | $5.18 |
| Q1 2023 | -13,232 | Reduce 0.21% | 6.21 M | $6.47 |
| Q2 2023 | +332,880 | Add 5.36% | 6.55 M | $6.00 |
| Q3 2023 | +1.18 M | Add 17.96% | 7.72 M | $4.90 |
| Q4 2023 | +2.16 M | Add 27.93% | 9.88 M | $5.96 |
| Q1 2024 | +867,334 | Add 8.78% | 10.75 M | $5.91 |
| Q2 2024 | -663,149 | Reduce 6.17% | 10.08 M | $6.72 |
| Q3 2024 | -3.38 M | Reduce 33.51% | 6.71 M | $7.16 |
| Q4 2024 | +2.02 M | Add 30.09% | 8.72 M | $5.69 |
| Q1 2025 | -436,219 | Reduce 5.00% | 8.29 M | $6.35 |
| Q2 2025 | -236,001 | Reduce 2.85% | 8.05 M | $7.21 |
| Q3 2025 | +3.57 M | Add 44.37% | 11.62 M | $10.73 |
Donald Smith & Co's Centerra Gold Investment FAQs
Donald Smith & Co first purchased Centerra Gold Inc. (CGAU) in Q2 2021, acquiring 1,020,140 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Centerra Gold Inc. (CGAU) for 18 quarters since Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's largest addition to Centerra Gold Inc. (CGAU) was in Q3 2022, adding 6,211,129 shares worth $27.39 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 11,622,624 shares of Centerra Gold Inc. (CGAU), valued at approximately $124.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Centerra Gold Inc. (CGAU) represents approximately 2.49% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's peak holding in Centerra Gold Inc. (CGAU) was 11,622,624 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.