DIAMOND HILL CAPITAL MANAGEMENT INC Q1 2016 Filing

Filed May 12, 2016

Portfolio Value

$15.7B

Holdings

165

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (165 positions)

StockValue
XL Group PLC
$24.2M
Natus Medical, Inc.
$22.7M
PRAProassurance Corp.
$22.4M
SIVBEURSVB Financial Group
$21.5M
ALKAlaska Air Group, Inc.
$20.4M
PPGPPG Industries, Inc.
$19.8M
NVRNVR, Inc.
$19.6M
YUSDAlleghany Corp.
$18.9M
Fortress Investment Group LLC
$18.7M
KEYSKeysight Technologies, Inc.
$17.9M
TTCToro Co.
$16.9M
Allergan PLC
$16.3M
COTYCoty, Inc. (Cl A)
$15.6M
HYHyster-Yale Materials Handling
$15.3M
BHCValeant Pharmaceuticals Intern
$15.0M
CRICarter's, Inc.
$13.8M
HIHillenbrand, Inc.
$13.8M
SKTTanger Factory Outlet Centers,
$13.4M
Greatbatch, Inc.
$13.0M
Winthrop Realty Trust
$12.8M
ETF SER SOLUTIONS
$12.6M
CXWCorrections Corp. of America
$12.3M
Sterling Bancorp
$12.0M
Infinity Property & Casualty C
$11.3M
ENREnergizer Holdings, Inc.
$10.5M
FLICUSDFirst of Long Island Corp.
$9.6M
KNKnowles Corp.
$9.2M
AGOAssured Guaranty Ltd.
$8.8M
AELUSDAmerican Equity Investment Lif
$8.4M
State Bank Financial Corp.
$8.3M
National Penn Bancshares, Inc.
$8.0M
TRSTriMas Corp.
$7.8M
Rovi Corp.
$7.8M
BioScrip, Inc.
$7.6M
KMTKennametal, Inc.
$7.1M
First Niagara Financial Group,
$6.7M
GSKGlaxoSmithKline PLC
$6.1M
NBL2EURNoble Energy, Inc.
$5.3M
Carrizo Oil & Gas, Inc.
$4.6M
GLREGreenlight Capital Re Ltd.
$4.2M
CSGSCSG Systems International, Inc
$4.0M
CALYCallaway Golf Co.
$3.6M
Global Sources Ltd.
$3.2M
GOOGAlphabet, Inc. (Cl. C)
$2.8M
HZN1USDHorizon Global Corp.
$2.2M
DFSEURDiscover Financial Services
$2.1M
Cincinnati Bell, Inc.
$1.4M
STTState Street Corp.
$1.3M
AXPAmerican Express Co.
$785K
Nuvectra Corp.
$660K
DGDollar General Corp.
$639K
SunTrust Banks, Inc.
$559K
CBNABridge Bancorp, Inc.
$507K
FUODolby Laboratories, Inc.
$426K
Endo International PLC
$350K
METAFacebook, Inc.
$337K
EMREmerson Electric Co.
$277K
GEGeneral Electric Co.
$256K
AMZNAmazon.com, Inc.
$248K
Express Scripts Holding Co.
$233K
USBU.S. Bancorp
$217K
MCKMcKesson Corp.
$216K
JNJJohnson & Johnson
$213K
BACBank of America Corp.
$190K
Sprint Corporation WI
$38K
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