DIAMOND HILL CAPITAL MANAGEMENT INC Q4 2021 Filing

Filed February 8, 2022

Portfolio Value

$28.0B

Holdings

168

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (168 positions)

StockValue
AIGAmerican International Group,
$1.1B
ABTAbbott Laboratories
$851.5M
BRK/BBerkshire Hathaway, Inc. (Cl B
$772.9M
KKRKKR & Co., Inc.
$694.5M
BACBank of America Corp.
$684.5M
NVRNVR, Inc.
$684.2M
PGProcter & Gamble Co.
$631.3M
METAMeta Platforms, Inc. (Cl A)
$620.5M
PEPPepsiCo, Inc.
$619.3M
DISWalt Disney Co.
$616.3M
MDLZMondelez International, Inc. (
$611.1M
CVXChevron Corp.
$588.6M
PFEPfizer, Inc.
$579.9M
FCXFreeport-McMoRan, Inc.
$576.9M
CTSHCognizant Technology Solutions
$557.7M
HUMHumana, Inc.
$554.1M
GMGeneral Motors Co.
$540.1M
TFCTruist Financial Corp.
$508.9M
HIGHartford Financial Services Gr
$479.3M
PHParker-Hannifin Corp.
$476.3M
HDHome Depot, Inc.
$475.8M
TXNTexas Instruments, Inc.
$443.8M
FISFidelity National Information
$432.7M
VFCV.F. Corp.
$432.4M
MDTMedtronic PLC
$419.8M
BKNGBooking Holdings, Inc.
$411.0M
BDXBecton, Dickinson and Co.
$395.1M
ADMArcher-Daniels-Midland Co.
$385.9M
HN9Hanesbrands, Inc.
$366.3M
WYWeyerhaeuser Co.
$354.0M
LINLinde PLC
$352.6M
MRSHMarsh & McLennan Cos., Inc.
$329.2M
NDAQNasdaq, Inc.
$325.9M
VVisa, Inc. (Cl A)
$319.9M
CMCSAComcast Corp. (Cl A)
$316.1M
BWABorgWarner, Inc.
$306.5M
ABBVAbbVie, Inc.
$299.5M
PSAPublic Storage
$298.7M
SHWSherwin-Williams Co.
$285.3M
DDominion Energy, Inc.
$284.4M
SSNCSS&C Technologies Holdings, In
$276.9M
RRRRed Rock Resorts, Inc. (Cl A)
$276.6M
CHTRCharter Communications, Inc. (
$275.7M
CATCaterpillar, Inc.
$272.8M
CARRCarrier Global Corp.
$265.2M
WCCWESCO International, Inc.
$259.9M
BACVerizon Communications, Inc.
$256.3M
LHXL3Harris Technologies, Inc.
$254.2M
WFCWells Fargo & Co.
$247.8M
FRCBFirst Republic Bank
$247.0M
HONHoneywell International, Inc.
$235.6M
ENOVColfax Corp.
$228.7M
DEDeere & Co.
$215.4M
POSTPost Holdings, Inc.
$196.4M
Sterling Bancorp
$189.0M
CUBECubeSmart
$175.5M
SBACSBA Communications Corp. (Cl A
$172.1M
ZNGAEURZynga, Inc. (Cl A)
$162.1M
STSensata Technologies Holding P
$158.6M
KEXKirby Corp.
$155.8M
OZKBank OZK
$153.1M
CTRACoterra Energy, Inc.
$127.9M
SIVBEURSVB Financial Group
$127.8M
ASHAshland Global Holdings, Inc.
$125.2M
UGIUGI Corp.
$124.4M
07WAMr. Cooper Group, Inc.
$117.4M
BOKFBOK Financial Corp.
$115.1M
MTNVail Resorts, Inc.
$99.2M
CALMCal-Maine Foods, Inc.
$96.4M
WNSNWNS (Holdings) Ltd. ADR
$90.4M
BKUBankUnited, Inc.
$85.4M
GOOGLAlphabet, Inc. (Cl A)
$75.4M
ALGTAllegiant Travel Co.
$72.8M
PRGPROG Holdings, Inc.
$70.8M
FLOFlowers Foods, Inc.
$69.6M
WWWWolverine World Wide, Inc.
$69.1M
YUSDAlleghany Corp.
$69.0M
SJIEURSouth Jersey Industries, Inc.
$68.6M
LLoews Corp.
$62.0M
SRCLStericycle, Inc.
$61.7M
PIIPolaris, Inc.
$61.5M
RNRRenaissanceRe Holdings Ltd.
$60.6M
FWONALiberty Media Corp. Series C L
$60.0M
ALKAlaska Air Group, Inc.
$58.1M
MSFTMicrosoft Corp.
$58.0M
TRVCCitigroup, Inc.
$54.8M
GTESGates Industrial Corp. PLC
$54.6M
ESGREnstar Group Ltd.
$54.3M
SPX Flow, Inc.
$54.0M
RYNRayonier, Inc.
$52.7M
PRAProAssurance Corp.
$52.3M
BHFBrighthouse Financial, Inc.
$50.7M
DEIDouglas Emmett, Inc.
$42.4M
SANMSanmina Corp.
$41.9M
BSXBoston Scientific Corp.
$39.8M
JLLJones Lang LaSalle, Inc.
$37.4M
AWNAdvance Auto Parts, Inc.
$37.0M
FIBKFirst Interstate BancSystem, I
$37.0M
CADECadence Bank
$35.2M
RGAReinsurance Group of America,
$35.2M
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