DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$26.4B

Holdings

164

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (164 positions)

StockValue
AIGAmerican International Group,
$1.1B
BRK/BBerkshire Hathaway, Inc. (Cl B
$740.6M
ABTAbbott Laboratories
$732.6M
BACBank of America Corp.
$671.8M
KKRKKR & Co., Inc. (Cl A)
$663.1M
DISWalt Disney Co.
$646.5M
METAFacebook, Inc. (Cl A)
$587.2M
MDTMedtronic PLC
$575.7M
NVRNVR, Inc.
$569.6M
MDLZMondelez International, Inc. (
$554.4M
PGProcter & Gamble Co.
$553.8M
PEPPepsiCo, Inc.
$551.1M
TFCTruist Financial Corp.
$527.8M
CVXChevron Corp.
$523.8M
GMGeneral Motors Co.
$516.5M
HIGHartford Financial Services Gr
$500.8M
CTSHCognizant Technology Solutions
$494.6M
HUMHumana, Inc.
$482.0M
FCXFreeport-McMoRan, Inc.
$478.7M
FISFidelity National Information
$465.7M
PFEPfizer, Inc.
$457.9M
PHParker-Hannifin Corp.
$425.9M
FRCBFirst Republic Bank
$414.7M
VFCV.F. Corp.
$407.1M
BKNGBooking Holdings, Inc.
$402.0M
HDHome Depot, Inc.
$398.1M
HN9Hanesbrands, Inc.
$381.6M
SCHWCharles Schwab Corp.
$373.3M
ADMArcher-Daniels-Midland Co.
$361.7M
CMCSAComcast Corp. (Cl A)
$357.7M
BWABorgWarner, Inc.
$317.5M
CHTRCharter Communications, Inc. (
$313.0M
WYWeyerhaeuser Co.
$311.1M
LINLinde PLC
$306.9M
TXNTexas Instruments, Inc.
$294.1M
MRSHMarsh & McLennan Cos., Inc.
$292.5M
VVisa, Inc. (Cl A)
$279.8M
DDominion Energy, Inc.
$271.8M
LHXL3Harris Technologies, Inc.
$268.6M
CARRCarrier Global Corp.
$259.3M
PSAPublic Storage
$254.7M
ABBVAbbVie, Inc.
$254.5M
RRRRed Rock Resorts, Inc. (Cl A)
$252.0M
BACVerizon Communications, Inc.
$251.9M
WFCWells Fargo & Co.
$247.1M
CATCaterpillar, Inc.
$245.6M
SHWSherwin-Williams Co.
$242.9M
WCCWESCO International, Inc.
$239.0M
HONHoneywell International, Inc.
$231.5M
ENOVColfax Corp.
$226.1M
DEDeere & Co.
$214.3M
NDAQNasdaq, Inc.
$203.9M
POSTPost Holdings, Inc.
$201.8M
GILDGilead Sciences, Inc.
$190.6M
Sterling Bancorp
$187.8M
SBACSBA Communications Corp. (Cl A
$160.7M
CUBECubeSmart
$153.2M
STSensata Technologies Holding P
$150.5M
XECEURCimarex Energy Co.
$149.8M
OZKBank OZK
$147.5M
ZNGAEURZynga, Inc. (Cl A)
$145.1M
KEXKirby Corp.
$139.1M
SIVBEURSVB Financial Group
$126.6M
ASHAshland Global Holdings, Inc.
$122.2M
07WAMr. Cooper Group, Inc.
$117.5M
UGIUGI Corp.
$115.7M
BOKFBOK Financial Corp.
$103.1M
MTNVail Resorts, Inc.
$103.0M
CALMCal-Maine Foods, Inc.
$91.3M
BKUBankUnited, Inc.
$87.9M
WNSNWNS (Holdings) Ltd. ADR
$86.0M
METMetLife, Inc.
$79.9M
SRCLStericycle, Inc.
$70.4M
PRGPROG Holdings, Inc.
$70.0M
GOOGLAlphabet, Inc. (Cl A)
$70.0M
ALGTAllegiant Travel Co.
$67.7M
LLoews Corp.
$63.1M
FLOFlowers Foods, Inc.
$61.9M
ALKAlaska Air Group, Inc.
$60.0M
SJIEURSouth Jersey Industries, Inc.
$59.1M
YUSDAlleghany Corp.
$57.4M
TRVCCitigroup, Inc.
$57.2M
ESGREnstar Group Ltd.
$52.9M
RNRRenaissanceRe Holdings Ltd.
$52.0M
PRAProAssurance Corp.
$51.2M
RGAReinsurance Group of America,
$51.2M
FWONALiberty Media Corp. Series C L
$49.2M
MSFTMicrosoft Corp.
$48.7M
PIIPolaris Industries, Inc.
$48.5M
RYNRayonier, Inc.
$48.0M
SPX Flow, Inc.
$46.4M
BHFBrighthouse Financial, Inc.
$44.5M
WWWWolverine World Wide, Inc.
$42.8M
BSXBoston Scientific Corp.
$42.0M
CADEEURCadence Bancorporation (Cl A)
$41.9M
DEIDouglas Emmett, Inc.
$41.4M
SANMSanmina-SCI Corp.
$40.5M
DWDMorgan Stanley
$39.3M
GTESGates Industrial Corp. PLC
$38.8M
FIBKFirst Interstate BancSystem, I
$38.7M
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