Donald Smith & Co's SPNT Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 7.4 M shares of SiriusPoint Ltd. (SPNT) worth $133.91 M, representing 2.67% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in SPNT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 1.45 M shares. Largest reduction occurred in Q2 2025, reducing 923,472 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's SiriusPoint (SPNT) Holding Value Over Time
Track share changes against reported price movement
Quarterly SiriusPoint (SPNT) Trades by Donald Smith & Co
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +102,600 | New Buy | 102,600 | $8.13 |
| Q1 2022 | +307,948 | Add 300.14% | 410,548 | $7.48 |
| Q2 2022 | +828,499 | Add 201.80% | 1.24 M | $5.42 |
| Q3 2022 | +495,797 | Add 40.01% | 1.73 M | $4.95 |
| Q4 2022 | +1.05 M | Add 60.76% | 2.79 M | $5.90 |
| Q1 2023 | +395,551 | Add 14.18% | 3.18 M | $8.13 |
| Q2 2023 | +613,406 | Add 19.26% | 3.8 M | $9.03 |
| Q3 2023 | +482,962 | Add 12.72% | 4.28 M | $10.17 |
| Q4 2023 | +1.45 M | Add 33.95% | 5.73 M | $11.60 |
| Q1 2024 | +899,666 | Add 15.69% | 6.63 M | $12.71 |
| Q2 2024 | +438,084 | Add 6.60% | 7.07 M | $12.20 |
| Q3 2024 | -84,457 | Reduce 1.19% | 6.99 M | $14.34 |
| Q4 2024 | +900,209 | Add 12.88% | 7.89 M | $16.39 |
| Q1 2025 | -112,278 | Reduce 1.42% | 7.78 M | $17.29 |
| Q2 2025 | -923,472 | Reduce 11.88% | 6.85 M | $20.39 |
| Q3 2025 | +550,545 | Add 8.03% | 7.4 M | $18.09 |
Donald Smith & Co's SiriusPoint Investment FAQs
Donald Smith & Co first purchased SiriusPoint Ltd. (SPNT) in Q4 2021, acquiring 102,600 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 SiriusPoint Ltd. (SPNT) for 16 quarters since Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's largest addition to SiriusPoint Ltd. (SPNT) was in Q4 2023, adding 5,734,385 shares worth $66.52 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 7,402,682 shares of SiriusPoint Ltd. (SPNT), valued at approximately $133.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, SiriusPoint Ltd. (SPNT) represents approximately 2.67% 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 SiriusPoint Ltd. (SPNT) was 7,887,887 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.