DIAMOND HILL CAPITAL MANAGEMENT INC Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$21.4B

Holdings

166

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (166 positions)

StockValue
DEIDouglas Emmett, Inc.
$25.1M
CMPRCimpress PLC
$24.6M
ADMArcher-Daniels-Midland Co.
$24.6M
SRCLStericycle, Inc.
$23.3M
TJXTJX Cos., Inc.
$22.2M
TSMTaiwan Semiconductor Manufactu
$21.2M
JCIJohnson Controls International
$21.1M
CMCSAComcast Corp. (Cl A)
$20.3M
PRGPROG Holdings, Inc.
$19.4M
CVSCVS Health Corp.
$18.8M
ARWArrow Electronics, Inc.
$17.8M
WTWWillis Towers Watson PLC
$17.8M
DWDMorgan Stanley
$17.8M
SFStifel Financial Corp.
$17.4M
RMNIRimini Street, Inc. (Cl A)
$17.3M
BKNGBooking Holdings, Inc.
$16.1M
AWNAdvance Auto Parts, Inc.
$14.6M
BKUBankUnited, Inc.
$14.1M
SOYSunOpta, Inc.
$13.4M
BRBroadridge Financial Solutions
$13.0M
MDLZMondelez International, Inc. (
$12.9M
BROBrown & Brown, Inc.
$12.7M
TGBTaseko Mines Ltd.
$11.6M
NXPINXP Semiconductors NV
$9.6M
WABWestinghouse Air Brake Technol
$9.2M
CCFEURChase Corp.
$9.0M
BBCPConcrete Pumping Holdings, Inc
$8.8M
TFINTriumph Financial, Inc.
$7.9M
ALNTAllied Motion Technologies, In
$7.4M
SEBSeaboard Corp.
$7.1M
UFPTUFP Technologies, Inc.
$7.1M
CADECadence Bank
$5.3M
GRBKGreen Brick Partners, Inc.
$5.0M
USLMUnited States Lime & Minerals,
$4.9M
VFCV.F. Corp.
$4.8M
FTAIFTAI Aviation Ltd.
$4.5M
PLOWDouglas Dynamics, Inc.
$3.8M
RCKYRocky Brands, Inc.
$3.8M
ODCOil-Dri Corp. of America
$3.5M
CCSCentury Communities, Inc.
$2.4M
GHMGraham Corp.
$2.4M
MYFWFirst Western Financial, Inc.
$2.4M
JOUTJohnson Outdoors, Inc. (Cl A)
$2.2M
SPOTSpotify Technology SA
$1.9M
NVSNNovartis AG ADR
$1.8M
LEUCentrus Energy Corp. (Cl A)
$1.8M
HDBHDFC Bank Ltd. ADR
$1.7M
TRNSTranscat, Inc.
$1.2M
CMTCore Molding Technologies, Inc
$1.2M
ITGRInteger Holdings Corp.
$881K
ALOTAstroNova, Inc.
$774K
BAPCredicorp Ltd.
$619K
HURCHurco Cos., Inc.
$455K
PCYOPure Cycle Corp.
$430K
MLRMiller Industries, Inc.
$428K
SAMGSilvercrest Asset Management G
$403K
NTICNorthern Technologies Internat
$402K
PLBCPlumas Bancorp
$395K
SMIDSmith-Midland Corp.
$394K
EMLEastern Co.
$327K
AUPHAurinia Pharmaceuticals, Inc.
$313K
BMRCBank of Marin Bancorp
$296K
ICLRICON PLC
$285K
ACUAcme United Corp.
$207K
CRWSCrown Crafts, Inc.
$203K
ONDSOndas Holdings, Inc.
$129K
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