DIAMOND HILL CAPITAL MANAGEMENT INC Q2 2021 Filing

Filed August 3, 2021

Portfolio Value

$26.3B

Holdings

158

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (158 positions)

StockValue
AIGAmerican International Group,
$982.8M
BRK/BBerkshire Hathaway, Inc. (Cl B
$759.5M
KKRKKR & Co., Inc. (Cl A)
$733.2M
ABTAbbott Laboratories
$722.7M
DISWalt Disney Co.
$653.5M
BACBank of America Corp.
$648.1M
MDLZMondelez International, Inc. (
$598.1M
METAFacebook, Inc. (Cl A)
$595.6M
NVRNVR, Inc.
$589.7M
MDTMedtronic PLC
$571.1M
PEPPepsiCo, Inc.
$541.1M
PGProcter & Gamble Co.
$531.9M
GMGeneral Motors Co.
$506.2M
HUMHumana, Inc.
$503.5M
CVXChevron Corp.
$500.9M
SCHWCharles Schwab Corp.
$464.9M
PHParker-Hannifin Corp.
$463.6M
CTSHCognizant Technology Solutions
$460.3M
PFEPfizer, Inc.
$457.4M
VFCV.F. Corp.
$444.4M
HIGHartford Financial Services Gr
$439.6M
TFCTruist Financial Corp.
$435.3M
FISFidelity National Information
$428.4M
FCXFreeport-McMoRan, Inc.
$425.3M
FRCBFirst Republic Bank
$410.2M
HN9Hanesbrands, Inc.
$395.4M
BKNGBooking Holdings, Inc.
$375.5M
CMCSAComcast Corp. (Cl A)
$366.0M
ADMArcher-Daniels-Midland Co.
$355.8M
BWABorgWarner, Inc.
$355.6M
DWDMorgan Stanley
$347.0M
CHTRCharter Communications, Inc. (
$327.8M
MRSHMarsh & McLennan Cos., Inc.
$315.8M
LINLinde PLC
$300.9M
VVisa, Inc. (Cl A)
$296.9M
PSAPublic Storage
$284.2M
WYWeyerhaeuser Co.
$277.7M
CARRCarrier Global Corp.
$275.1M
DDominion Energy, Inc.
$270.5M
LHXL3Harris Technologies, Inc.
$267.2M
CATCaterpillar, Inc.
$264.5M
ABBVAbbVie, Inc.
$260.5M
METMetLife, Inc.
$255.9M
SHWSherwin-Williams Co.
$243.4M
BACVerizon Communications, Inc.
$241.5M
WFCWells Fargo & Co.
$240.0M
HONHoneywell International, Inc.
$236.3M
TXNTexas Instruments, Inc.
$225.1M
DEDeere & Co.
$219.0M
ZNGAEURZynga, Inc. (Cl A)
$215.8M
WCCWESCO International, Inc.
$215.5M
RRRRed Rock Resorts, Inc. (Cl A)
$209.4M
ENOVColfax Corp.
$206.4M
POSTPost Holdings, Inc.
$188.1M
GILDGilead Sciences, Inc.
$187.1M
Sterling Bancorp
$185.8M
KEXKirby Corp.
$162.5M
CUBECubeSmart
$158.8M
STSensata Technologies Holding P
$158.0M
KMBKimberly-Clark Corp.
$154.6M
SBACSBA Communications Corp. (Cl A
$154.5M
OZKBank OZK
$144.3M
XECEURCimarex Energy Co.
$132.3M
UGIUGI Corp.
$126.8M
ASHAshland Global Holdings, Inc.
$120.8M
SIVBEURSVB Financial Group
$120.7M
CALMCal-Maine Foods, Inc.
$102.5M
BOKFBOK Financial Corp.
$100.2M
GRA1EURW. R. Grace & Co.
$98.6M
MTNVail Resorts, Inc.
$97.9M
07WAMr. Cooper Group, Inc.
$97.2M
BKUBankUnited, Inc.
$90.3M
WNSNWNS (Holdings) Ltd. ADR
$84.3M
LLoews Corp.
$78.3M
PRGPROG Holdings, Inc.
$78.1M
SRCLStericycle, Inc.
$73.6M
SJIEURSouth Jersey Industries, Inc.
$71.8M
FLOFlowers Foods, Inc.
$63.9M
GOOGLAlphabet, Inc. (Cl A)
$63.9M
ALGTAllegiant Travel Co.
$62.6M
TRVCCitigroup, Inc.
$61.6M
RNRRenaissanceRe Holdings Ltd.
$56.3M
ESGREnstar Group Ltd.
$54.2M
YUSDAlleghany Corp.
$53.4M
RGAReinsurance Group of America,
$53.2M
ALKAlaska Air Group, Inc.
$49.8M
PRAProAssurance Corp.
$49.0M
RYNRayonier, Inc.
$48.0M
MSFTMicrosoft Corp.
$47.1M
BSXBoston Scientific Corp.
$46.9M
FWONALiberty Media Corp. Series C L
$46.7M
DEIDouglas Emmett, Inc.
$44.1M
BHFBrighthouse Financial, Inc.
$42.8M
CADEEURCadence Bancorporation (Cl A)
$42.5M
SPX Flow, Inc.
$41.4M
SANMSanmina-SCI Corp.
$40.9M
LIVNLivaNova PLC
$34.3M
CHKPCheck Point Software Technolog
$33.5M
WWWWolverine World Wide, Inc.
$33.1M
AWNAdvance Auto Parts, Inc.
$32.9M
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