DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2024 Filing

Filed November 4, 2024

Portfolio Value

$24.7B

Holdings

176

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (176 positions)

StockValue
COHRCoherent Corp.
$27.7M
LWLamb Weston Holdings, Inc.
$26.6M
NVSTEnvista Holdings Corp.
$26.4M
TFCTruist Financial Corp.
$25.7M
STZConstellation Brands, Inc. (Cl
$25.4M
DISWalt Disney Co.
$24.1M
FTREFortrea Holdings, Inc.
$24.0M
LLoews Corp.
$23.5M
WTWWillis Towers Watson PLC
$22.0M
SYU1Synovus Financial Corp.
$21.5M
DWDMorgan Stanley
$21.1M
PRGSProgress Software Corp.
$20.9M
BACVerizon Communications, Inc.
$20.0M
MTNVail Resorts, Inc.
$18.0M
FT2First Horizon Corp.
$16.1M
TJXTJX Cos., Inc.
$15.8M
CMCSAComcast Corp. (Cl A)
$15.2M
BBWIBath & Body Works, Inc.
$15.2M
BROBrown & Brown, Inc.
$14.5M
MGYMagnolia Oil & Gas Corp. (Cl A
$13.8M
HLIOHelios Technologies, Inc.
$13.6M
KKRKKR & Co, Inc.
$13.4M
BRBroadridge Financial Solutions
$10.4M
USLMUnited States Lime & Minerals,
$10.1M
CHKPCheck Point Software Technolog
$9.7M
TFINTriumph Financial, Inc.
$8.9M
DCODucommun, Inc.
$8.6M
TGBTaseko Mines Ltd.
$8.3M
ASTHAstrana Health, Inc.
$8.2M
ADMArcher-Daniels-Midland Co.
$8.2M
FTAIFTAI Aviation Ltd.
$7.4M
ODCOil-Dri Corp. of America
$7.0M
LEUCentrus Energy Corp. (Cl A)
$6.8M
BBCPConcrete Pumping Holdings, Inc
$6.3M
KEXKirby Corp.
$6.0M
GHMGraham Corp.
$5.1M
CALMCal-Maine Foods, Inc.
$5.1M
UFPTUFP Technologies, Inc.
$5.0M
ALNTAllient, Inc.
$4.5M
PLOWDouglas Dynamics, Inc.
$4.2M
HDBHDFC Bank Ltd. ADR
$4.2M
MLRMiller Industries, Inc.
$4.2M
RCKYRocky Brands, Inc.
$3.6M
SPOTSpotify Technology SA
$3.4M
RMNIRimini Street, Inc. (Cl A)
$3.4M
IGICInternational General Insuranc
$3.3M
NVSNNovartis AG ADR
$3.1M
PESIPerma-Fix Environmental Servic
$3.1M
MYFWFirst Western Financial, Inc.
$2.8M
MAMAMama's Creations, Inc.
$2.8M
CMTCore Molding Technologies, Inc
$2.6M
ICLRICON PLC
$2.2M
SAMGSilvercrest Asset Management G
$2.1M
CCSCentury Communities, Inc.
$1.9M
SEBSeaboard Corp.
$1.6M
PALProficient Auto Logistics, Inc
$1.4M
BAPCredicorp Ltd.
$1.3M
GRBKGreen Brick Partners, Inc.
$1.3M
CNHICNH Industrial NV
$1.2M
THRThermon Group Holdings, Inc.
$1.2M
JOUTJohnson Outdoors, Inc. (Cl A)
$1.1M
NTICNorthern Technologies Internat
$926K
ARCOArcos Dorados Holdings, Inc. (
$925K
ALOTAstroNova, Inc.
$915K
SANMSanmina Corp.
$760K
TRNSTranscat, Inc.
$664K
EMLEastern Co.
$649K
OECOrion S.A.
$573K
PCYOPure Cycle Corp.
$560K
AUPHAurinia Pharmaceuticals, Inc.
$513K
ACUAcme United Corp.
$474K
CRWSCrown Crafts, Inc.
$417K
QUREuniQure N.V.
$377K
IWDiShares Russell 1000 Value ETF
$364K
BMRCBank of Marin Bancorp
$321K
ONDSOndas Holdings, Inc.
$314K
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