DIAMOND HILL CAPITAL MANAGEMENT INC Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$21.8B

Holdings

174

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (174 positions)

StockValue
AIGAmerican International Group,
$1.1B
BRK/BBerkshire Hathaway, Inc. (Cl B
$817.7M
ABTAbbott Laboratories
$805.7M
COPConocoPhillips
$618.7M
TXNTexas Instruments, Inc.
$618.3M
BACBank of America Corp.
$558.8M
SYYSysco Corp.
$551.8M
CLColgate-Palmolive Co.
$521.3M
SSNCSS&C Technologies Holdings, In
$484.0M
AONAon PLC (Cl A)
$483.9M
GMGeneral Motors Co.
$475.7M
PFEPfizer, Inc.
$471.7M
FANGDiamondback Energy, Inc.
$468.8M
KMXCarMax, Inc.
$456.5M
LHLabcorp Holdings, Inc.
$454.2M
SBACSBA Communications Corp. (Cl A
$439.3M
UNPUnion Pacific Corp.
$437.3M
WMWaste Management, Inc.
$423.3M
HCAHCA Healthcare, Inc.
$417.7M
COFCapital One Financial Corp.
$381.8M
BDXBecton, Dickinson and Co.
$367.0M
FERGFerguson Enterprises, Inc.
$359.3M
RRXRegal Rexnord Corp.
$351.1M
CRMSalesforce, Inc.
$345.1M
METMetLife, Inc.
$337.0M
LULUlululemon athletica inc.
$319.5M
MLMMartin Marietta Materials, Inc
$315.3M
NVRNVR, Inc.
$301.3M
AMZNAmazon.com, Inc.
$288.7M
EXRExtra Space Storage, Inc.
$288.6M
BLDRBuilders FirstSource, Inc.
$283.7M
GISGeneral Mills, Inc.
$279.6M
DISWalt Disney Co.
$278.0M
MDTMedtronic PLC
$277.0M
KEYKeyCorp
$276.2M
LHXL3Harris Technologies, Inc.
$274.9M
HIGHartford Insurance Group, Inc.
$267.8M
IPInternational Paper Co.
$264.5M
VVisa, Inc. (Cl A)
$245.8M
SBUXStarbucks Corp.
$244.0M
DYHTarget Corp.
$236.0M
CATCaterpillar, Inc.
$231.1M
DEDeere & Co.
$212.4M
NDAQNasdaq, Inc.
$206.6M
ACNAccenture PLC (Cl A)
$195.9M
NUENucor Corp.
$194.8M
07WAMr. Cooper Group, Inc.
$173.3M
RRRRed Rock Resorts, Inc. (Cl A)
$165.2M
WCCWESCO International, Inc.
$139.5M
POSTPost Holdings, Inc.
$127.9M
HIIHuntington Ingalls Industries,
$109.1M
ASHAshland, Inc.
$99.8M
VRSNVeriSign, Inc.
$91.4M
WNS (Holdings) Ltd.
$86.6M
TRVCCitigroup, Inc.
$84.7M
PHParker-Hannifin Corp.
$83.6M
CUBECubeSmart
$81.7M
TFXTeleflex, Inc.
$80.8M
CTRACoterra Energy, Inc.
$79.7M
MSFTMicrosoft Corp.
$77.9M
METAMeta Platforms, Inc. (Cl A)
$72.1M
ENOVEnovis Corp.
$71.5M
MAAMid-America Apartment Communit
$71.3M
GOOGLAlphabet, Inc. (Cl A)
$65.2M
ULTAUlta Beauty, Inc.
$59.1M
LEALear Corp.
$54.5M
PRGOPerrigo Co. PLC
$53.1M
TSMTaiwan Semiconductor Manufactu
$52.2M
RHPRyman Hospitality Properties,
$51.2M
WBSWebster Financial Corp.
$50.8M
CIENCiena Corp.
$49.7M
FCXFreeport-McMoRan, Inc.
$49.2M
GTESGates Industrial Corp. PLC
$47.4M
ICLRICON PLC
$46.5M
MZTILancaster Colony Corp.
$45.9M
CIVICivitas Resources, Inc.
$45.1M
SOLVSolventum Corp.
$43.9M
FWONALiberty Media Corp. Series C L
$42.7M
CMPRCimpress PLC
$41.7M
FISFidelity National Information
$41.2M
UGIUGI Corp.
$40.6M
BSXBoston Scientific Corp.
$39.6M
FAFirst Advantage Corp.
$33.3M
CVXChevron Corp.
$31.9M
NSPInsperity, Inc.
$31.9M
GDDYGoDaddy, Inc. (Cl A)
$30.8M
UDRUDR, Inc.
$30.7M
TDYTeledyne Technologies, Inc.
$30.5M
TFCTruist Financial Corp.
$29.9M
RNRRenaissanceRe Holdings Ltd.
$28.8M
LOBLive Oak Bancshares, Inc.
$28.4M
STZConstellation Brands, Inc. (Cl
$28.2M
FBINFortune Brands Innovations, In
$27.8M
ESABESAB Corp.
$27.2M
JCIJohnson Controls International
$26.2M
OZKBank OZK
$26.1M
ILMNIllumina, Inc.
$26.1M
DDominion Energy, Inc.
$25.1M
WTWWillis Towers Watson PLC
$24.8M
HUMHumana, Inc.
$22.1M
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