CGAU β€” CENTERRA GOLD INC.

Ownership history in DONALD SMITH & CO., INC.  Β·  19 quarters on record

AI Ownership Summary

DONALD SMITH & CO., INC. reported CENTERRA GOLD INC. (CGAU) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.81% in 2025 Q4. The latest visible filing shows CGAU at 3.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CGAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DONALD SMITH & CO., INC.'s position in CENTERRA GOLD INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CGAU was reported at 3.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DONALD SMITH & CO., INC. held CGAU β€” position size vs. price
% of Fund (quarterly)    CGAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 14,158,116 +2,535,492 +21.8% 3.81% $203.5M 2026-02-14 (Est.) $18.80
2025 Q3 ADDED 11,622,624 +3,571,784 +44.4% 2.49% $124.7M 2025-11-13 $12.12
2025 Q2 REDUCED 8,050,840 -236,001 -2.8% 1.37% $58.0M 2025-08-13 $7.03
2025 Q1 REDUCED 8,286,841 -436,219 -5.0% 1.29% $52.6M 2025-05-12 $6.57
2024 Q4 ADDED 8,723,060 +2,017,756 +30.1% 1.19% $49.6M 2025-02-12 $6.54
2024 Q3 REDUCED 6,705,304 -3,378,837 -33.5% 1.13% $48.0M 2024-10-25 $7.06
2024 Q2 REDUCED 10,084,141 -663,149 -6.2% 1.73% $67.8M 2024-08-09 $6.25
2024 Q1 ADDED 10,747,290 +867,334 +8.8% 1.48% $63.5M 2024-05-10 $6.33
2023 Q4 ADDED 9,879,956 +2,156,920 +27.9% 1.51% $58.9M 2024-02-05 $5.00
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About DONALD SMITH & CO., INC. and CGAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has DONALD SMITH & CO., INC. reported owning CGAU?

DONALD SMITH & CO., INC. reported CGAU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CGAU position in DONALD SMITH & CO., INC.'s portfolio?

The largest reported portfolio weight for CGAU was 3.81% in 2025 Q4.

What is the latest reported CGAU position on this page?

The most recent filing on this page is 2025 Q4, when DONALD SMITH & CO., INC. reported 14,158,116 shares, equal to 3.81% of portfolio, with an estimated market value of $203.5M.

What does the chart on this CGAU ownership page compare?

The chart compares DONALD SMITH & CO., INC.'s quarterly CGAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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