Donald Smith & Co's HHH Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 1.02 M shares of Howard Hughes Holdings Inc. (HHH) worth $81.44 M, representing 1.53% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in HHH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 394,191 shares. Largest reduction occurred in Q2 2025, reducing 472,328 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Howard Hughes Holdings (HHH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Howard Hughes Holdings (HHH) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -65,226 | Reduce 6.00% | 1.02 M | $79.77 |
| Q3 2025 | -11,485 | Reduce 1.05% | 1.09 M | $82.17 |
| Q2 2025 | -472,328 | Reduce 30.08% | 1.1 M | $67.50 |
| Q1 2025 | -91,272 | Reduce 5.49% | 1.57 M | $74.08 |
| Q4 2024 | +9,093 | Add 0.55% | 1.66 M | $76.92 |
| Q3 2024 | +141 | Add 0.01% | 1.65 M | $77.43 |
| Q2 2024 | +356,025 | Add 27.47% | 1.65 M | $64.82 |
| Q1 2024 | +272,742 | Add 26.65% | 1.3 M | $72.62 |
| Q4 2023 | +394,191 | Add 62.66% | 1.02 M | $85.55 |
| Q3 2023 | +629,088 | New Buy | 629,088 | $74.13 |
Donald Smith & Co's Howard Hughes Holdings Investment FAQs
Donald Smith & Co first purchased Howard Hughes Holdings Inc. (HHH) in Q3 2023, acquiring 629,088 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 Howard Hughes Holdings Inc. (HHH) for 10 quarters since Q3 2023.
Donald Smith & Co's largest addition to Howard Hughes Holdings Inc. (HHH) was in Q3 2023, adding 629,088 shares worth $46.63 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 1,020,969 shares of Howard Hughes Holdings Inc. (HHH), valued at approximately $81.44 M.
As of the Q4 2025 filing, Howard Hughes Holdings Inc. (HHH) represents approximately 1.53% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Howard Hughes Holdings Inc. (HHH) was 1,661,280 shares, as reported at the end of Q4 2024.