DIAMOND HILL CAPITAL MANAGEMENT INC Q1 2019 Filing

Filed April 30, 2019

Portfolio Value

$18.2B

Holdings

164

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (164 positions)

StockValue
BIDUNBaidu, Inc.
$891K
GOOGAlphabet, Inc. (Cl. C)
$846K
CIKCredit Suisse Group AG ADR
$823K
AMHAmerican Homes 4 Rent (Cl A)
$743K
STLAFiat Chrysler Automobiles N.V.
$689K
TRVCCitigroup, Inc.
$634K
ABTAbbott Laboratories
$558K
APAMArtisan Partners Asset Managem
$557K
GOOGLAlphabet, Inc. (Cl. A)
$540K
SEBSeaboard Corp.
$514K
PSAPublic Storage
$498K
WCCWESCO International, Inc.
$469K
CBNABridge Bancorp, Inc.
$457K
METMetLife, Inc.
$455K
BRK/BBerkshire Hathaway, Inc. (Cl B
$449K
WCGEURWellcare Health Plans
$437K
WPWorldpay, Inc. (Cl A)
$433K
XECEURCimarex Energy Co.
$418K
MSFTMicrosoft Corp.
$407K
UTXZUnited Technologies Corp.
$392K
BWABorgwarner, Inc.
$382K
AIGAmerican International Group,
$380K
DFSEURDiscover Financial Services
$374K
TJXTJX Cos., Inc.
$368K
MDTMedtronic PLC
$356K
METAFacebook, Inc.
$349K
TELTE Connectivity Ltd.
$349K
MCKMcKesson Corp.
$331K
PFEPfizer, Inc.
$322K
SBUXStarbucks Corp.
$319K
STTState Street Corp.
$318K
DISWalt Disney Co.
$308K
PDCOEURPatterson Cos. Inc.
$306K
4I1Philip Morris International, I
$305K
NVRNVR, Inc.
$297K
UALUnited Continental Holdings, I
$292K
JPMJPMorgan Chase & Co.
$290K
APTVAptiv PLC
$280K
PHParker Hannifin Corp.
$277K
CMCSAComcast Corp. (Cl A)
$273K
DVNDevon Energy Corp.
$269K
FRCBFirst Republic Bank
$264K
AXTAAxalta Coating Systems Ltd.
$264K
GBLIGlobal Indemnity Ltd. (Cl A)
$253K
PGProcter & Gamble Co.
$251K
BTUSDBT Group PLC ADR
$251K
PEPPepsiCo, Inc.
$243K
TXNTexas Instruments, Inc.
$237K
DWDMorgan Stanley
$234K
MFS1EURWelbilt, Inc.
$226K
HIGHartford Financial Services Gr
$225K
MCDMcDonald's Corp.
$220K
GMGeneral Motors Co.
$206K
BKUBankUnited, Inc.
$206K
TMOThermo Fisher Scientific, Inc.
$201K
HN9Hanesbrands, Inc.
$200K
KMBKimberly-Clark Corp.
$191K
KEXKirby Corp.
$189K
OZKBank OZK
$183K
CHTRCharter Communications, Inc. (
$183K
LINLinde PLC
$171K
MRSHMarsh & McLennan Cos., Inc.
$166K
LLoews Corp.
$166K
RRRRed Rock Resorts, Inc. (Cl A)
$163K
AAPLApple, Inc.
$158K
VFCV.F. Corp.
$157K
DCHAmerican Axle & Mfg Holdings
$156K
PNCPNC Financial Services Group,
$141K
JCIJohnson Controls International
$140K
HONHoneywell International, Inc.
$137K
HUBGHub Group, Inc. (Cl A)
$132K
STSensata Technologies Holding P
$131K
POSTPost Holdings, Inc.
$127K
ALKAlaska Air Group, Inc.
$127K
Allergan PLC
$124K
WTWWillis Towers Watson PLC
$123K
GILDGilead Sciences, Inc.
$121K
Milacron Holdings Corp.
$115K
KKRKKR & Co., Inc. (Cl A)
$113K
MTNVail Resorts, Inc.
$109K
CUBECubeSmart
$107K
ZNGAEURZynga, Inc. (Cl A)
$107K
TMUST-Mobile US, Inc.
$107K
UGIUGI Corp.
$104K
BHFBrighthouse Financial, Inc.
$95K
EMNEastman Chemical Co.
$95K
ACCUSDAmerican Campus Communities, I
$93K
FWONALiberty Media Corp., Series C,
$85K
SANMSanmina-SCI Corp.
$83K
STZConstellation Brands, Inc. (Cl
$82K
TGNATegna, Inc.
$80K
CTSHCognizant Tech Solutions Corp.
$78K
07WAMr Cooper Group, Inc.
$78K
BSXBoston Scientific Corp.
$74K
ALGTAllegiant Travel Co.
$73K
RPMRPM International
$70K
NBL2EURNoble Energy, Inc.
$70K
MAAMid-America Apartment Communit
$67K
FLOFlowers Foods, Inc.
$66K
CALMCal-Maine Foods, Inc.
$62K
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