DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2017 Filing

Filed October 18, 2017

Portfolio Value

$19.0B

Holdings

161

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (161 positions)

StockValue
TRVCCitigroup, Inc.
$639.9B
ABTAbbott Laboratories
$589.1B
GOOGLAlphabet, Inc. (Cl. A)
$461.8B
XECEURCimarex Energy Co.
$455.5B
DFSEURDiscover Financial Services
$453.6B
UTXZUnited Technologies Corp.
$435.5B
JPMJPMorgan Chase & Co.
$435.3B
BWABorgwarner, Inc.
$413.2B
MSFTMicrosoft Corp.
$412.2B
PFEPfizer, Inc.
$397.3B
DWDMorgan Stanley
$374.6B
4I1Philip Morris International, I
$364.7B
AAPLApple, Inc.
$362.2B
METMetLife, Inc.
$356.4B
JNPJuniper Networks, Inc.
$355.2B
WHRWhirlpool Corp.
$338.9B
TJXTJX Cos., Inc.
$332.6B
Vantiv, Inc.
$309.3B
HIGHartford Financial Services Gr
$301.3B
AXTAAxalta Coating Systems Ltd.
$297.6B
CMCSAComcast Corp. (Cl A)
$282.6B
KMBKimberly-Clark Corp.
$274.2B
PHParker Hannifin Corp.
$273.1B
BKUBankUnited, Inc.
$269.2B
MDTMedtronic PLC
$267.7B
PGProcter & Gamble Co.
$260.0B
Aetna, Inc.
$259.8B
TAPMolson Coors Brewing Co. (Cl B
$252.3B
DISWalt Disney Co.
$235.8B
BRK/BBerkshire Hathaway, Inc. (Cl B
$232.6B
GTGoodyear Tire & Rubber Co.
$230.8B
HN9Hanesbrands, Inc.
$227.3B
LLoews Corp.
$222.0B
VFCV.F. Corp.
$218.5B
MRSHMarsh & McLennan Cos., Inc.
$216.6B
PNCPNC Financial Services Group,
$211.7B
PEPPepsiCo, Inc.
$208.3B
TMOThermo Fisher Scientific, Inc.
$203.5B
FFord Motor Co.
$192.7B
FOXATwenty-First Century Fox, Inc.
$184.9B
CHTRCharter Communications, Inc. (
$184.4B
BENFranklin Resources, Inc.
$174.5B
CUCAAvis Budget Group, Inc.
$173.4B
COTYCoty, Inc. (Cl A)
$171.9B
FRCBFirst Republic Bank
$167.7B
KEXKirby Corp.
$164.3B
UALUnited Continental Holdings, I
$160.6B
TGNATegna, Inc.
$149.0B
PXGBXPraxair, Inc.
$148.8B
BPOPPopular, Inc.
$148.4B
BHFBrighthouse Financial, Inc.
$145.6B
WTWWillis Towers Watson PLC
$139.3B
HUBGHub Group, Inc.
$134.9B
VRSKVerisk Analytics, Inc.
$134.2B
HONHoneywell International, Inc.
$127.4B
Nationstar Mortgage Holdings,
$121.7B
POSTPost Holdings, Inc.
$118.4B
RRRRed Rock Resorts, Inc.
$108.4B
EMNEastman Chemical Co.
$102.8B
UGIUGI Corp.
$97.2B
Validus Holdings Ltd
$96.5B
CUBECubeSmart
$96.0B
AANUSDAaron's, Inc.
$93.3B
LTHLifepoint Health, Inc.
$93.2B
ENOVColfax Corp.
$91.1B
DGDollar General Corp.
$90.6B
NVRNVR, Inc.
$88.5B
CTSHCognizant Tech Solutions Corp.
$88.3B
BOKFBOK Financial Corp.
$87.8B
BSXBoston Scientific Corp.
$87.8B
JCIJohnson Controls International
$87.0B
iStar, Inc.
$85.3B
DHRB&G Foods, Inc.
$84.9B
BROBrown & Brown, Inc.
$84.8B
COFCapital One Financial Corp.
$84.3B
Navigators Group, Inc.
$77.8B
FLOFlowers Foods, Inc.
$71.5B
MTNVail Resorts, Inc.
$70.8B
VISNCommScope Holding Co., Inc.
$70.0B
NWLNewell Brands, Inc.
$67.8B
RGAReinsurance Group of America
$63.4B
JLLJones Lang Lasalle, Inc.
$63.3B
FT2First Horizon National Corp.
$63.2B
ESGREnstar Group Ltd.
$59.1B
AYRAircastle Ltd.
$56.5B
XL Group Ltd.
$56.3B
MAAMid-America Apartment Communit
$55.8B
ALGTAllegiant Travel Co.
$53.3B
SPX Flow, Inc.
$52.9B
EPCEdgewell Personal Care Co.
$50.7B
LYVLive Nation Entertainment, Inc
$49.6B
ACCUSDAmerican Campus Communities, I
$48.2B
SIVBEURSVB Financial Group
$44.9B
AVTAvnet, Inc.
$44.9B
DST Systems, Inc.
$44.4B
DEDEERE & CO COM
$43.0B
KEYSKeysight Technologies, Inc.
$39.5B
SBUXStarbucks Corp.
$38.7B
BRBroadridge Financial Solutions
$38.2B
FASTFastenal Co.
$38.0B
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