DIAMOND HILL CAPITAL MANAGEMENT INC Q4 2022 Filing

Filed February 7, 2023

Portfolio Value

$22006.0T

Holdings

169

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
101
PRGOPerrigo Co. PLC
921,874$31.4T0.14%
102
CHKPCheck Point Software Technolog
228,679$28.9T0.13%
103
CVSCVS Health Corp.
299,574$27.9T0.13%
104
SRCLStericycle, Inc.
538,453$26.9T0.12%
105
DEIDouglas Emmett, Inc.
1,639,789$25.7T0.12%
106
TJXTJX Cos., Inc.
306,586$24.4T0.11%
107
STZConstellation Brands, Inc. (Cl
105,094$24.4T0.11%
108
ADMArcher-Daniels-Midland Co.
254,755$23.7T0.11%
109
JCIJohnson Controls International
359,095$23.0T0.10%
110
CMCSAComcast Corp. (Cl A)
628,889$22.0T0.10%
111
WWWWolverine World Wide, Inc.
1,918,027$21.0T0.10%
112
PRGPROG Holdings, Inc.
1,169,925$19.8T0.09%
113
WTWWillis Towers Watson PLC
80,403$19.7T0.09%
114
MDLZMondelez International, Inc. (
267,630$17.8T0.08%
115
AWNAdvance Auto Parts, Inc.
121,230$17.8T0.08%
116
DWDMorgan Stanley
202,252$17.2T0.08%
117
ITGRInteger Holdings Corp.
239,546$16.4T0.07%
118
CMPRCimpress PLC
579,126$16.0T0.07%
119
RMNIRimini Street, Inc. (Cl A)
4,068,429$15.5T0.07%
120
UDRUDR, Inc.
395,169$15.3T0.07%
121
SOYSunOpta, Inc.
1,561,706$13.2T0.06%
122
BROBrown & Brown, Inc.
223,848$12.8T0.06%
123
BRBroadridge Financial Solutions
89,243$12.0T0.05%
124
TGBTaseko Mines Ltd.
7,174,895$10.5T0.05%
125
WABWestinghouse Air Brake Technol
95,180$9.5T0.04%
126
NXPINXP Semiconductors NV
50,959$8.1T0.04%
127
SEBSeaboard Corp.
2,036$7.7T0.03%
128
BBCPConcrete Pumping Holdings, Inc
1,269,932$7.4T0.03%
129
UFPTUFP Technologies, Inc.
62,730$7.4T0.03%
130
ALNTAllied Motion Technologies, In
199,036$6.9T0.03%
131
GRBKGreen Brick Partners, Inc.
261,265$6.3T0.03%
132
DFSEURDiscover Financial Services
63,569$6.2T0.03%
133
CADECadence Bank
236,549$5.8T0.03%
134
VFCV.F. Corp.
210,482$5.8T0.03%
135
CCFEURChase Corp.
65,902$5.7T0.03%
136
CCSCentury Communities, Inc.
104,668$5.2T0.02%
137
PLOWDouglas Dynamics, Inc.
101,991$3.7T0.02%
138
USLMUnited States Lime & Minerals,
19,077$2.7T0.01%
139
LYVLive Nation Entertainment, Inc
34,277$2.4T0.01%
140
RCKYRocky Brands, Inc.
100,264$2.4T0.01%
141
IWViShares Russell 3000 ETF
9,644$2.1T0.01%
142
NVSNNovartis AG ADR
21,476$1.9T0.01%
143
CRICarter's, Inc.
23,726$1.8T0.01%
144
FTAIFTAI Aviation Ltd.
99,790$1.7T0.01%
145
ODCOil-Dri Corp. of America
49,353$1.7T0.01%
146
TFINTriumph Financial, Inc.
32,871$1.6T0.01%
147
HDBHDFC Bank Ltd. ADR
22,913$1.6T0.01%
148
LEUCentrus Energy Corp. (Cl A)
43,502$1.4T0.01%
149
GHMGraham Corp.
135,526$1.3T0.01%
150
JOUTJohnson Outdoors, Inc. (Cl A)
15,161$1.0T0.00%
151
SPOTSpotify Technology SA
12,599$994.7B0.00%
152
TRNSTranscat, Inc.
13,199$935.4B0.00%
153
CMTCore Molding Technologies, Inc
70,966$921.8B0.00%
154
TRSTriMas Corp.
32,857$911.5B0.00%
155
MYFWFirst Western Financial, Inc.
31,221$878.9B0.00%
156
BAPCREDICORP LTD
4,676$634.3B0.00%
157
PLBCPlumas Bancorp
15,802$585.5B0.00%
158
ALOTAstroNova, Inc.
40,157$514.8B0.00%
159
PCYOPure Cycle Corp.
45,583$477.7B0.00%
160
BMRCBank of Marin Bancorp
13,531$444.9B0.00%
161
SMIDSmith-Midland Corp.
21,007$430.6B0.00%
162
HURCHurco Cos., Inc.
16,164$422.4B0.00%
163
TSMTaiwan Semiconductor Manufactu
5,167$384.9B0.00%
164
NTICNorthern Technologies Internat
25,301$336.8B0.00%
165
EMLEastern Co.
16,811$324.1B0.00%
166
MLRMiller Industries, Inc.
12,129$323.4B0.00%
167
CRWSCrown Crafts, Inc.
35,149$187.7B0.00%
168
ONDSOndas Holdings, Inc.
100,000$159.0B0.00%
169
AUPHAurinia Pharmaceuticals, Inc.
28,574$123.4B0.00%
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