DIAMOND HILL CAPITAL MANAGEMENT INC Q1 2018 Filing

Filed May 2, 2018

Portfolio Value

$19.5B

Holdings

170

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (170 positions)

StockValue
EPCEdgewell Personal Care Co.
$33.2M
KEYSKeysight Technologies, Inc.
$33.1M
TEN1Tenneco, Inc.
$27.7M
FTSFortis, Inc.
$25.0M
Orthofix International N.V.
$24.7M
COFCapital One Financial Corp.
$24.2M
FWONALiberty Media Corp., Series C,
$18.2M
Natus Medical, Inc.
$17.2M
ALKAlaska Air Group, Inc.
$17.1M
PRAProassurance Corp.
$16.7M
Sterling Bancorp
$16.7M
WFCWells Fargo & Co.
$16.5M
YUSDAlleghany Corp.
$13.3M
WNSNWNS Holdings ADR
$13.0M
ETF Ser Solutions
$12.6M
FLICUSDFirst of Long Island Corp.
$12.4M
CRICarter's, Inc.
$12.2M
HYHyster-Yale Materials Handling
$11.8M
LBTYBLiberty Global PLC (Cl A)
$11.8M
TTCToro Co.
$11.7M
State Bank Financial Corp.
$11.6M
CALMCal Maine Foods, Inc.
$11.0M
CIKCredit Suisse Group AG ADR
$10.9M
SKTTanger Factory Outlet Centers,
$10.6M
BioScrip, Inc.
$9.9M
THSTreehouse Foods, Inc.
$9.9M
VSMEURVersum Materials, Inc.
$8.8M
CBBCincinnati Bell, Inc.
$8.3M
GSKGlaxoSmithKline PLC
$7.4M
TRSTriMas Corp.
$7.1M
Endo International PLC
$6.5M
Tivo Corp.
$6.2M
AGOAssured Guaranty Ltd.
$5.4M
ITGRInteger Holdings Corp.
$5.3M
NBL2EURNoble Energy, Inc.
$4.6M
CALYCallaway Golf Co.
$4.6M
Allergan PLC
$4.3M
HIHillenbrand, Inc.
$4.0M
SRCLStericycle, Inc.
$2.5M
Carrizo Oil & Gas, Inc.
$2.3M
FASTFastenal Co.
$2.0M
BKBank of New York Mellon Corp.
$1.6M
STSensata Technologies Holding P
$1.6M
DEDEERE & CO COM
$1.5M
HZN1USDHorizon Global Corp.
$1.3M
FDCFirst Data Corp.
$1.1M
STLAFiat Chrysler Automobiles N.V.
$962K
BTUSDBT Group PLC ADR
$895K
BIDUNBaidu, Inc.
$891K
PSAPublic Storage
$803K
GOOGAlphabet, Inc. (Cl. C)
$756K
Atlas Financial Holdings, Inc.
$749K
APTVAptiv PLC
$706K
BBVABanco Bilbao Vizcaya Argentari
$611K
CBNABridge Bancorp, Inc.
$586K
AMZNAmazon.com, Inc.
$567K
WCCWesco International, Inc.
$549K
FUODolby Laboratories, Inc.
$503K
TMUST-Mobile US, Inc.
$480K
Acorda Thearapeutics, Inc.
$326K
Mylan N.V.
$320K
XOMExxon Mobil Corp.
$316K
GBLIGlobal Indemnity Ltd. (Cl A)
$288K
BACBank of America Corp.
$265K
GRA1EURWR Grace & Co.
$245K
KOCoca-Cola Co.
$239K
JNJJohnson & Johnson
$235K
MCKMcKesson Corp.
$234K
VVisa, Inc.
$232K
Delphi Automotive PLC
$218K
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