Donald Smith & Co., Inc. and DSCO Value Fund, L.P. filed a Schedule 13G with the SEC on November 13, 2026, disclosing aggregate beneficial ownership of 1,753,440 shares of Greenbrier Companies Inc. common stock as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Donald Smith & Co., Inc. and DSCO Value Fund, L.P. together reported 1,753,440 shares of Greenbrier Companies Inc. common stock, representing 5.7% of the class.
  • Sole voting power: Donald Smith & Co., Inc. holds sole voting power over 1,682,288 shares; DSCO Value Fund, L.P. holds sole voting power over 9,662 shares.
  • Sole dispositive power: Donald Smith & Co., Inc. holds sole dispositive power over 1,743,778 shares; DSCO Value Fund, L.P. holds sole dispositive power over 9,662 shares.
  • Triggering event date: The filing was triggered by an event dated September 30, 2026.
  • Filer classification: Donald Smith & Co., Inc. is classified as an investment adviser (IA); DSCO Value Fund, L.P. is classified as a limited partnership (PN), both incorporated in Delaware.
  • Signing authority: Richard L. Greenberg, CEO and Co-CIO, signed on behalf of both reporting persons on November 13, 2026.

Donald Smith & Co. Crosses 5% Threshold in Greenbrier Companies

According to the Schedule 13G filing, Donald Smith & Co., Inc., a Delaware-incorporated investment adviser, and its affiliated entity DSCO Value Fund, L.P., a Delaware limited partnership, jointly reported aggregate beneficial ownership of 1,753,440 shares of common stock in Greenbrier Companies Inc., representing 5.67% of the outstanding class. The filing was submitted November 13, 2026, with a triggering event date of September 30, 2026.

The filing discloses that Donald Smith & Co., Inc. holds sole voting power over 1,682,288 shares and sole dispositive power over 1,743,778 shares. DSCO Value Fund, L.P. separately reports sole voting and sole dispositive power each over 9,662 shares. Neither reporting person reported any shared voting or shared dispositive power. The filing states that Donald Smith & Co., Inc. "does not serve as custodian of the assets of any of its clients," and that the ultimate power to direct dividends and sale proceeds "is vested in the institutional clients which Donald Smith & Co., Inc. serves as investment advisor." Any discretionary authority delegated to the firm "may be revoked in whole or in part at any time," according to the filing.

The filing further states that, to the knowledge of Donald Smith & Co., Inc., "not more than 5% of the class of such securities is owned by any one client," and that no single person's interest in the common stock of Greenbrier Companies Inc. is more than five percent of the total outstanding common stock. The shares were certified as acquired and held "in the ordinary course of business" and not for the purpose of changing or influencing control of the issuer.

What Was Disclosed

Donald Smith & Co., Inc. and DSCO Value Fund, L.P. disclosed a combined 1,753,440 shares, or 5.7%, of Greenbrier Companies Inc. common stock via a Schedule 13G, with the event date of September 30, 2026 and filing date of November 13, 2026.