DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2023 Filing

Filed November 2, 2023

Portfolio Value

$20.7B

Holdings

166

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (166 positions)

StockValue
ADMArcher-Daniels-Midland Co.
$21.7M
CVSCVS Health Corp.
$21.1M
PRGOPerrigo Co. PLC
$19.2M
MAAMid-America Apartment Communit
$19.1M
JCIJohnson Controls International
$18.9M
PRGSProgress Software Corp.
$18.8M
BHFBrighthouse Financial, Inc.
$18.0M
BRBRBellRing Brands, Inc.
$18.0M
HN9Hanesbrands, Inc.
$17.6M
DWDMorgan Stanley
$16.5M
CMCSAComcast Corp. (Cl A)
$16.1M
WTWWillis Towers Watson PLC
$16.1M
TJXTJX Cos., Inc.
$16.0M
BKUBankUnited, Inc.
$15.7M
BROBrown & Brown, Inc.
$14.4M
BRBroadridge Financial Solutions
$14.3M
SOYSunOpta, Inc.
$13.2M
FIBKFirst Interstate BancSystem, I
$12.1M
WWWWolverine World Wide, Inc.
$11.9M
BBCPConcrete Pumping Holdings, Inc
$10.4M
NXPINXP Semiconductors NV
$9.3M
TFINTriumph Financial, Inc.
$9.0M
MDLZMondelez International, Inc. (
$8.4M
ODCOil-Dri Corp. of America
$7.8M
FTAIFTAI Aviation Ltd.
$7.2M
UFPTUFP Technologies, Inc.
$6.9M
TGBTaseko Mines Ltd.
$6.8M
BKNGBooking Holdings, Inc.
$6.8M
ALNTAllient, Inc.
$6.1M
USLMUnited States Lime & Minerals,
$5.8M
PLOWDouglas Dynamics, Inc.
$5.3M
RMNIRimini Street, Inc. (Cl A)
$5.2M
LEUCentrus Energy Corp. (Cl A)
$4.8M
VFCV.F. Corp.
$3.7M
GHMGraham Corp.
$3.6M
JOUTJohnson Outdoors, Inc. (Cl A)
$3.4M
MYFWFirst Western Financial, Inc.
$3.2M
DCODucommun, Inc.
$2.7M
RCKYRocky Brands, Inc.
$2.5M
SPOTSpotify Technology SA
$2.5M
CCSCentury Communities, Inc.
$2.3M
HDBHDFC Bank Ltd. ADR
$2.2M
NVSNNovartis AG ADR
$2.0M
SEBSeaboard Corp.
$1.9M
IWDiShares Russell 1000 Value ETF
$1.8M
HAYNUSDHaynes International, Inc.
$1.7M
SAMGSilvercrest Asset Management G
$1.6M
CMTCore Molding Technologies, Inc
$1.4M
GRBKGreen Brick Partners, Inc.
$931K
TRNSTranscat, Inc.
$930K
BAPCredicorp Ltd.
$911K
ICLRICON PLC
$849K
ALOTAstroNova, Inc.
$687K
MLRMiller Industries, Inc.
$675K
NTICNorthern Technologies Internat
$508K
HURCHurco Cos., Inc.
$437K
PCYOPure Cycle Corp.
$437K
PLBCPlumas Bancorp
$396K
BMRCBank of Marin Bancorp
$329K
ACUAcme United Corp.
$328K
EMLEastern Co.
$305K
SMIDSmith-Midland Corp.
$293K
CRWSCrown Crafts, Inc.
$226K
AUPHAurinia Pharmaceuticals, Inc.
$222K
QUREuniQure N.V.
$167K
ONDSOndas Holdings, Inc.
$109K
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