DIAMOND HILL CAPITAL MANAGEMENT INC Q4 2022 Filing

Filed February 7, 2023

Portfolio Value

$22.0B

Holdings

169

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
AIGAmerican International Group,
$905.9B
COPConocoPhillips
$650.5B
ABTAbbott Laboratories
$583.5B
TFCTruist Financial Corp.
$562.8B
BACBank of America Corp.
$552.1B
PEPPepsiCo, Inc.
$546.5B
NVRNVR, Inc.
$533.9B
TXNTexas Instruments, Inc.
$494.0B
KKRKKR & Co, Inc.
$480.1B
GOOGLAlphabet, Inc. (Cl A)
$465.7B
CATCaterpillar, Inc.
$423.1B
FCXFreeport-McMoRan, Inc.
$414.6B
PHParker-Hannifin Corp.
$408.3B
MSFTMicrosoft Corp.
$405.7B
SSNCSS&C Technologies Holdings, In
$396.1B
BRK/BBerkshire Hathaway, Inc. (Cl B
$393.7B
HCAHCA Healthcare, Inc.
$393.0B
GMGeneral Motors Co.
$391.7B
HUMHumana, Inc.
$376.6B
PFEPfizer, Inc.
$348.4B
HDHome Depot, Inc.
$339.9B
AMZNAmazon.com, Inc.
$339.3B
UNPUnion Pacific Corp.
$331.9B
KMXCarMax, Inc.
$328.0B
BDXBecton, Dickinson and Co.
$323.5B
WFCWells Fargo & Co.
$321.3B
NDAQNasdaq, Inc.
$294.5B
SYKStryker Corp.
$291.5B
BKNGBooking Holdings, Inc.
$291.4B
VVisa, Inc. (Cl A)
$288.9B
MRSHMarsh & McLennan Cos., Inc.
$287.7B
DEDeere & Co.
$286.5B
MDTMedtronic PLC
$275.2B
BWABorgWarner, Inc.
$270.5B
BACVerizon Communications, Inc.
$267.0B
FRCBFirst Republic Bank
$259.3B
DISWalt Disney Co.
$250.5B
WMWaste Management, Inc.
$246.1B
LINLinde PLC
$245.9B
HONHoneywell International, Inc.
$245.4B
WCCWESCO International, Inc.
$236.2B
LHXL3Harris Technologies, Inc.
$233.8B
WYWeyerhaeuser Co.
$230.5B
HIGHartford Financial Services Gr
$229.9B
DDominion Energy, Inc.
$219.0B
ABBVAbbVie, Inc.
$218.3B
CVXChevron Corp.
$203.2B
RRRRed Rock Resorts, Inc. (Cl A)
$196.9B
MLMMartin Marietta Materials, Inc
$188.4B
SHWSherwin-Williams Co.
$188.1B
CARRCarrier Global Corp.
$187.2B
SBACSBA Communications Corp. (Cl A
$166.0B
TTWOTake-Two Interactive Software,
$144.5B
WBSWebster Financial Corp.
$144.2B
POSTPost Holdings, Inc.
$136.3B
ASHAshland, Inc.
$136.0B
ESABESAB Corp.
$122.6B
07WAMr. Cooper Group, Inc.
$113.3B
ENOVEnovis Corp.
$110.9B
CUBECubeSmart
$110.4B
CTRACoterra Energy, Inc.
$110.4B
MZTILancaster Colony Corp.
$98.6B
STSensata Technologies Holding P
$98.1B
BOKFBOK Financial Corp.
$91.1B
SIVBEURSVB Financial Group
$89.0B
OZKBank OZK
$88.6B
UGIUGI Corp.
$87.2B
CALMCal-Maine Foods, Inc.
$87.0B
WNSNWNS (Holdings) Ltd. ADR
$86.8B
KEXKirby Corp.
$85.7B
RRXRegal Rexnord Corp.
$82.6B
CIENCiena Corp.
$80.4B
RYNRayonier, Inc.
$64.8B
MTNVail Resorts, Inc.
$63.9B
LOBLive Oak Bancshares, Inc.
$63.8B
RHPRyman Hospitality Properties,
$57.6B
ALKAlaska Air Group, Inc.
$57.1B
GTESGates Industrial Corp. PLC
$56.0B
SJIEURSouth Jersey Industries, Inc.
$53.0B
ALGTAllegiant Travel Co.
$49.9B
BRBRBellRing Brands, Inc.
$49.8B
FIBKFirst Interstate BancSystem, I
$48.2B
HN9Hanesbrands, Inc.
$47.8B
LLoews Corp.
$46.4B
FWONALiberty Media Corp. Series C L
$45.7B
BKUBankUnited, Inc.
$45.6B
IWDiShares Russell 1000 Value ETF
$44.7B
SANMSanmina Corp.
$43.3B
TRVCCitigroup, Inc.
$41.7B
JLLJones Lang LaSalle, Inc.
$41.7B
CTSHCognizant Technology Solutions
$41.2B
ESGREnstar Group Ltd.
$40.9B
ERIIEnergy Recovery, Inc.
$40.8B
BHFBrighthouse Financial, Inc.
$39.3B
METAMeta Platforms, Inc. (Cl A)
$38.1B
FAFirst Advantage Corp.
$36.0B
BSXBoston Scientific Corp.
$35.3B
RNRRenaissanceRe Holdings Ltd.
$34.7B
CIVICivitas Resources, Inc.
$32.1B
FISFidelity National Information
$32.1B
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