Donald Smith & Co's SM Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 7.65 M shares of SM Energy Company (SM) worth $199.6 M, representing 3.53% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Donald Smith & Co has initiated a new position in SM, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2026, adding 438,695 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's SM Energy Company (SM) Holding Value Over Time
Track share changes against reported price movement
Quarterly SM Energy Company (SM) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +438,695 | Add 6.09% | 7.65 M | $26.10 |
| Q1 2026 | +7.21 M | New Buy | 7.21 M | $31.18 |
Donald Smith & Co's SM Energy Company Investment FAQs
Donald Smith & Co first purchased SM Energy Company (SM) in Q1 2026, acquiring 7,208,899 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 SM Energy Company (SM) for 2 quarters since Q1 2026.
Donald Smith & Co's largest addition to SM Energy Company (SM) was in Q1 2026, adding 7,208,899 shares worth $224.77 M.
According to the latest 13F filing for Q2 2026, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 7,647,594 shares of SM Energy Company (SM), valued at approximately $199.6 M.
As of the Q2 2026 filing, SM Energy Company (SM) represents approximately 3.53% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in SM Energy Company (SM) was 7,647,594 shares, as reported at the end of Q2 2026.