 Donald Smith Co. released its first-quarter portfolio this week, revealing that its top five trades included a new position in Navient Corp. NAVI , Financial and the trimming of its holdings in AerCap Holdings NV AER , Financial, JetBlue Airways Corp. JBLU , Financial and The Mosaic Co. MOS , Financial. The firm also revealed a holding in Bonanza Creek Energy Inc. BCEI , Financial, a company that restructured its shares following a merger with HighPoint Resources in April. 