Donald Smith & Co's GSL Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 2.09 M shares of Global Ship Lease, Inc. (GSL) worth $73.18 M, representing 1.37% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in GSL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 1.28 M shares. Largest reduction occurred in Q4 2025, reducing 1.1 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Global Ship Lease (GSL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Global Ship Lease (GSL) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +260,000 | New Buy | 260,000 | $16.65 |
| Q1 2023 | -5,028 | Reduce 1.93% | 254,972 | $18.74 |
| Q2 2023 | +136,862 | Add 53.68% | 391,834 | $19.40 |
| Q3 2023 | +73,773 | Add 18.83% | 465,607 | $18.34 |
| Q4 2023 | +1.1 M | Add 235.94% | 1.56 M | $19.82 |
| Q1 2024 | +969,536 | Add 61.98% | 2.53 M | $20.30 |
| Q2 2024 | -905,795 | Reduce 35.75% | 1.63 M | $28.79 |
| Q3 2024 | +229,623 | Add 14.11% | 1.86 M | $26.65 |
| Q4 2024 | +1.28 M | Add 69.01% | 3.14 M | $21.83 |
| Q1 2025 | +80,615 | Add 2.57% | 3.22 M | $22.85 |
| Q2 2025 | +18,783 | Add 0.58% | 3.24 M | $26.31 |
| Q3 2025 | -54,025 | Reduce 1.67% | 3.18 M | $30.70 |
| Q4 2025 | -1.1 M | Reduce 34.42% | 2.09 M | $35.04 |
Donald Smith & Co's Global Ship Lease Investment FAQs
Donald Smith & Co first purchased Global Ship Lease, Inc. (GSL) in Q4 2022, acquiring 260,000 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 Global Ship Lease, Inc. (GSL) for 13 quarters since Q4 2022.
Donald Smith & Co's largest addition to Global Ship Lease, Inc. (GSL) was in Q4 2024, adding 3,139,470 shares worth $68.53 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 2,088,499 shares of Global Ship Lease, Inc. (GSL), valued at approximately $73.18 M.
As of the Q4 2025 filing, Global Ship Lease, Inc. (GSL) represents approximately 1.37% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Global Ship Lease, Inc. (GSL) was 3,238,868 shares, as reported at the end of Q2 2025.