UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: SEPTEMBER 30, 2000
Check here if amendment [ ]; Amendment Number:
This Amendment (check only one.) [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Donald Smith & Co., Inc.
Address: East 80 Route 4, Suite 360
Paramus, New Jersey 07652
13F File Number: 28-1345
The institutional investment manager filing this report and the person by
whom it is signed hereby represent that the person signing the report is
authorized to submit it, that all information contained herein is true,
correct and complete, and that it is understood that all required items,
statements, schedules, lists, and tables, are considered integral parts of
this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Donald Smith
Title: President
Phone: 201-368-9210
Signature, Place and Date of Signing:
Donald Smith Paramus, New Jersey NOVEMBER 8, 2000
Report Type (check only one.):
[X] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[ ] 13F COMBINATION REPORT
List of Other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
PAGE>
FORM 13F SUMMARY PAGE
REPORT SUMMARY
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 2
Form 13F Information Table Value Total: $721,058,000
List of Other Included Managers:
No. 13f file number Name
<TABLE>
<C> <C> <C>
ALLMERICA FINL CORP COM 019754100 3197 50000SH 50000 50000
AK STL HLDG CORP COM 001547108 34333 3662230SH 3662230 3662230
ALASKA AIR GROUP INC COM 011659109 31644 1318500SH 1318500 1318500
AMES DEPT STORES INC COM 030789507 8387 1450700SH 1450700 1450700
AMERICAN NATL INS CO COM 028591105 21341 334100SH 334100 334100
ANDERSONS INC COM 034164103 2655 307869SH 307869 307869
AMPCO-PITTSBURGH CORP COM 032037103 4843 472500SH 472500 472500
AMERICAN PAC CORP COM 028740108 2145 346700SH 346700 346700
BOISE CASCADE CORP COM 097383103 2922 110000SH 110000 110000
BROWN & SHARPE MFG CO COM 115223109 2627 636900SH 636900 636900
BEAZER HOMES USA INC COM 07556Q105 2139 78500SH 78500 78500
COAST FEDERAL LITIGATION COM 19034Q110 1022 681600SH 681600 681600
COMMONWEALTH INDS INC DE COM 203004106 4584 824000SH 824000 824000
CNA FINL CORP COM 126117100 10710 280000SH 280000 280000
CROWN CENT PETE CORP B COM 228219309 2217 253400SH 253400 253400
CORN PRODS INTL INC COM 219023108 14246 626200SH 626200 626200
DILLARDS INC COM 254067101 15088 1420000SH 1420000 1420000
DUCK HEAD APPAREL CO INC COM 26410P103 23 30000SH 30000 30000
DELTA APPAREL INC COM 247368103 349 30000SH 30000 30000
DELTA WOODSIDE INDS INC COM 247909104 338 300000SH 300000 300000
FOSTER L B CO COM 350060109 1223 355700SH 355700 355700
GREAT ATLANTIC & PAC TEA COM 390064103 19098 1726400SH 1726400 1726400
GUILFORD MLS INC COM 401794102 1786 952400SH 952400 952400
GENERAL MTRS CORP COM 370442105 32395 498383SH 498383 498383
GPU INC COM 36225X100 30978 955000SH 955000 955000
GOLDEN ST BANCORP INC COM 381197136 869 713000SH 713000 713000
GENESIS WORLDWIDE INC COM 37184G104 64 145500SH 145500 145500
HAGGAR CORP COM 405173105 278 22200SH 22200 22200
HOVNANIAN ENTERPRISES IN COM 442487203 4797 645000SH 645000 645000
INTERNATIONAL ALUM CORP COM 458884103 682 40700SH 40700 40700
INTERGRAPH CORP COM 458683109 11901 1655800SH 1655800 1655800
INTERNATIONAL SHIPHOLDIN COM 460321201 2721 320100SH 320100 320100
KLM ROYAL DUTCH AIRLS COM 482516309 23661 1266150SH 1266150 1266150
K MART CORP COM 482584109 38400 6400000SH 6400000 6400000
KMART FING I PFD 498778208 2334 75000SH 75000 75000
LOEWS CORP COM 540424108 10730 128700SH 128700 128700
LTV CORP NEW COM 501921100 6529 4974700SH 4974700 4974700
LUBYS INC COM 549282101 4858 914500SH 914500 914500
MARSH SUPERMARKETS INC COM 571783208 2809 217100SH 217100 217100
M D C HLDGS INC COM 552676108 8939 343800SH 343800 343800
MIIX GROUP INC COM 59862V104 3325 400000SH 400000 400000
MEDITRUST CORP COM 58501T306 16566 5639600SH 5639600 5639600
ANNALY MTG MGMT INC COM 035710409 4750 520500SH 520500 520500
NORD RES CORP COM 655555100 136 972400SH 972400 972400
NATIONAL STL CORP COM 637844309 8077 2692400SH 2692400 2692400
NORTHEAST UTILS COM 664397106 38062 1755000SH 1755000 1755000
OFFSHORE LOGISTICS INC COM 676255102 6730 376500SH 376500 376500
OVERSEAS SHIPHOLDING GRO COM 690368105 4698 171600SH 171600 171600
PERINI CORP COM 713839108 999 235000SH 235000 235000
PRIME HOSPITALITY CORP COM 741917108 22767 2248600SH 2248600 2248600
PFF BANCORP INC COM 69331W104 4839 222500SH 222500 222500
PULTE CORP COM 745867101 18688 566300SH 566300 566300
PUBLIC SVC CO N MEX COM 744499104 51825 2002900SH 2002900 2002900
POPE & TALBOT INC COM 732827100 1861 130000SH 130000 130000
RAILAMERICA INC COM 750753105 1029 131666SH 131666 131666
RELIANCE GROUP HOLDINGS COM 759464100 143 705400SH 705400 705400
ROUGE INDS INC DEL COM 779088103 3104 1103700SH 1103700 1103700
RYERSON TULL INC NEW COM 78375P107 11756 1245688SH 1245688 1245688
RYLAND GROUP INC COM 783764103 21722 700700SH 700700 700700
SPRINGS INDS INC COM 851783100 2889 102500SH 102500 102500
SPARTON CORP COM 847235108 1579 382700SH 382700 382700
STANDARD PAC CORP NEW COM 85375C101 15005 833600SH 833600 833600
STEWART & STEVENSON SVCS COM 860342104 8614 494000SH 494000 494000
LONE STAR STEAKHOUSE SAL COM 542307103 996 135000SH 135000 135000
STEWART INFORMATION SVCS COM 860372101 4471 290800SH 290800 290800
TECUMSEH PRODS CO COM 878895200 11202 267500SH 267500 267500
TECUMSEH PRODS CO COM 878895101 864 21000SH 21000 21000
TEEKAY SHIPPING MARSHALL COM Y8564W103 2582 55000SH 55000 55000
MARITRANS INC COM 570363101 3298 599600SH 599600 599600
UNITED INDL CORP COM 910671106 2208 203000SH 203000 203000
USEC INC COM 90333E108 19104 4495000SH 4495000 4495000
VISTEON CORP COM 92839U107 17642 1166400SH 1166400 1166400
WHX CORP COM 929248102 1245 830000SH 830000 830000
WEIRTON STL CORP COM 948774104 488 195000SH 195000 195000
USX-U S STL COM 90337T101 16782 1105000SH 1105000 1105000
YELLOW CORP COM 985509108 18566 1227500SH 1227500 1227500
ZAPATA CORP COM 989070503 2590 900700SH 900700 900700
721058
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