Donald Smith & Co's GGB Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 16.23 M shares of Gerdau S.A. (GGB) worth $50.31 M, representing 1.00% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Donald Smith & Co has initiated a new position in GGB, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 10.26 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Gerdau (GGB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Gerdau (GGB) Trades by Donald Smith & Co
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +5.97 M | New Buy | 5.97 M | $2.92 |
| Q3 2025 | +10.26 M | Add 171.74% | 16.23 M | $3.10 |
Donald Smith & Co's Gerdau Investment FAQs
Donald Smith & Co first purchased Gerdau S.A. (GGB) in Q2 2025, acquiring 5,972,460 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 Gerdau S.A. (GGB) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's largest addition to Gerdau S.A. (GGB) was in Q3 2025, adding 16,229,292 shares worth $50.31 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 16,229,292 shares of Gerdau S.A. (GGB), valued at approximately $50.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Gerdau S.A. (GGB) represents approximately 1.00% 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 Gerdau S.A. (GGB) was 16,229,292 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.