DIAMOND HILL CAPITAL MANAGEMENT INC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$24.5B

Holdings

163

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
LLoews Corp.
$24.8B
BACVerizon Communications, Inc.
$24.6B
SANMSanmina Corp.
$24.3B
MTNVail Resorts, Inc.
$23.5B
FBINFortune Brands Innovations, In
$22.9B
DWDMorgan Stanley
$19.0B
WTWWillis Towers Watson PLC
$18.9B
PRGSProgress Software Corp.
$17.6B
SOYSunOpta, Inc.
$17.4B
ADMArcher-Daniels-Midland Co.
$16.9B
FT2First Horizon Corp.
$16.3B
CMCSAComcast Corp. (Cl A)
$15.7B
CVSCVS Health Corp.
$14.8B
KEXKirby Corp.
$14.4B
TJXTJX Cos., Inc.
$13.6B
WWWWolverine World Wide, Inc.
$13.6B
BROBrown & Brown, Inc.
$13.2B
BKUBankUnited, Inc.
$10.7B
COHRCoherent Corp.
$10.3B
BRBroadridge Financial Solutions
$10.0B
NXPINXP Semiconductors NV
$9.8B
FTAIFTAI Aviation Ltd.
$9.8B
TFINTriumph Financial, Inc.
$9.3B
CHKPCheck Point Software Technolog
$9.1B
UFPTUFP Technologies, Inc.
$8.7B
BBCPConcrete Pumping Holdings, Inc
$8.2B
USLMUnited States Lime & Minerals,
$8.0B
TGBTaseko Mines Ltd.
$8.0B
ODCOil-Dri Corp. of America
$8.0B
ALNTAllient, Inc.
$6.6B
RMNIRimini Street, Inc. (Cl A)
$6.4B
HAYNUSDHaynes International, Inc.
$6.0B
GHMGraham Corp.
$5.0B
LEUCentrus Energy Corp. (Cl A)
$4.6B
SPOTSpotify Technology SA
$3.8B
MLRMiller Industries, Inc.
$3.7B
PLOWDouglas Dynamics, Inc.
$3.5B
DCODucommun, Inc.
$3.4B
RCKYRocky Brands, Inc.
$3.2B
HDBHDFC Bank Ltd. ADR
$3.1B
CMTCore Molding Technologies, Inc
$2.5B
MYFWFirst Western Financial, Inc.
$2.5B
GNRCGenerac Holdings, Inc.
$2.3B
NVSNNovartis AG ADR
$2.3B
ICLRICON PLC
$2.3B
MAMAMama's Creations, Inc.
$2.0B
BAPCredicorp Ltd.
$1.9B
JOUTJohnson Outdoors, Inc. (Cl A)
$1.7B
CCSCentury Communities, Inc.
$1.6B
SAMGSilvercrest Asset Management G
$1.5B
OECOrion S.A.
$1.4B
SEBSeaboard Corp.
$1.3B
GRBKGreen Brick Partners, Inc.
$986.0M
ALOTAstroNova, Inc.
$980.0M
EMLEastern Co.
$681.0M
TRNSTranscat, Inc.
$668.0M
NTICNorthern Technologies Internat
$605.0M
BMRCBank of Marin Bancorp
$436.0M
PCYOPure Cycle Corp.
$433.0M
QUREuniQure N.V.
$398.0M
CRWSCrown Crafts, Inc.
$397.0M
AUPHAurinia Pharmaceuticals, Inc.
$351.0M
ONDSOndas Holdings, Inc.
$248.0M
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