Donald Smith & Co's GBX Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 652,672 shares of The Greenbrier Companies, Inc. (GBX) worth $31.99 M, representing 0.57% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in GBX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 652,672 shares. Largest reduction occurred in Q3 2023, reducing 131,328 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's The Greenbrier Companies (GBX) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Greenbrier Companies (GBX) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +652,672 | New Buy | 652,672 | $49.01 |
| Q3 2023 | -131,328 | Sold Out | 0 | $0.00 |
| Q2 2023 | -92,869 | Reduce 41.42% | 131,328 | $43.10 |
| Q1 2023 | +4,170 | Add 1.90% | 224,197 | $32.17 |
| Q4 2022 | +59 | Add 0.03% | 220,027 | $33.53 |
| Q3 2022 | +14 | Add 0.01% | 219,968 | $24.27 |
| Q2 2022 | -2,197 | Reduce 0.99% | 219,954 | $35.99 |
| Q1 2022 | -11,392 | Reduce 4.88% | 222,151 | $51.51 |
| Q4 2021 | +1,302 | Add 0.56% | 233,543 | $45.89 |
| Q3 2021 | +105,858 | Add 83.76% | 232,241 | $42.99 |
| Q2 2021 | -68,118 | Reduce 35.02% | 126,383 | $43.58 |
| Q1 2021 | -118,988 | Reduce 37.96% | 194,501 | $47.22 |
| Q4 2020 | +254 | Add 0.08% | 313,489 | $36.38 |
| Q3 2020 | +313,235 | New Buy | 313,235 | $29.40 |
Donald Smith & Co's The Greenbrier Companies Investment FAQs
Donald Smith & Co first purchased The Greenbrier Companies, Inc. (GBX) in Q3 2020, acquiring 313,235 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 The Greenbrier Companies, Inc. (GBX) for 14 quarters since Q3 2020.
Donald Smith & Co's largest addition to The Greenbrier Companies, Inc. (GBX) was in Q2 2026, adding 652,672 shares worth $31.99 M.
According to the latest 13F filing for Q2 2026, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 652,672 shares of The Greenbrier Companies, Inc. (GBX), valued at approximately $31.99 M.
As of the Q2 2026 filing, The Greenbrier Companies, Inc. (GBX) represents approximately 0.57% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in The Greenbrier Companies, Inc. (GBX) was 652,672 shares, as reported at the end of Q2 2026.