DIAMOND HILL CAPITAL MANAGEMENT INC Q1 2022 Filing

Filed May 11, 2022

Portfolio Value

$26.9B

Holdings

168

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (168 positions)

StockValue
AIGAmerican International Group,
$1.1B
ABTAbbott Laboratories
$722.0M
COPConocoPhillips
$702.6M
BRK/BBerkshire Hathaway, Inc. (Cl B
$644.2M
BACBank of America Corp.
$625.4M
KKRKKR & Co., Inc.
$625.3M
FCXFreeport-McMoRan, Inc.
$603.9M
PEPPepsiCo, Inc.
$581.1M
DISWalt Disney Co.
$571.7M
METAMeta Platforms, Inc. (Cl A)
$559.5M
NVRNVR, Inc.
$556.5M
TFCTruist Financial Corp.
$544.5M
GOOGLAlphabet, Inc. (Cl A)
$521.0M
GMGeneral Motors Co.
$491.5M
HUMHumana, Inc.
$487.5M
PFEPfizer, Inc.
$487.0M
TXNTexas Instruments, Inc.
$465.0M
MDTMedtronic PLC
$456.1M
PHParker-Hannifin Corp.
$444.0M
MDLZMondelez International, Inc. (
$437.7M
VFCV.F. Corp.
$433.8M
ADMArcher-Daniels-Midland Co.
$429.2M
CATCaterpillar, Inc.
$428.8M
HIGHartford Financial Services Gr
$424.7M
MRSHMarsh & McLennan Cos., Inc.
$399.9M
FISFidelity National Information
$381.0M
BDXBecton, Dickinson and Co.
$375.6M
NDAQNasdaq, Inc.
$374.0M
BKNGBooking Holdings, Inc.
$372.8M
HDHome Depot, Inc.
$371.2M
CTSHCognizant Technology Solutions
$363.2M
HN9Hanesbrands, Inc.
$357.6M
LINLinde PLC
$327.2M
SSNCSS&C Technologies Holdings, In
$321.6M
VVisa, Inc. (Cl A)
$315.2M
DDominion Energy, Inc.
$306.2M
ABBVAbbVie, Inc.
$304.9M
WYWeyerhaeuser Co.
$304.8M
LHXL3Harris Technologies, Inc.
$299.5M
DEDeere & Co.
$295.8M
CMCSAComcast Corp. (Cl A)
$295.2M
ZNGAEURZynga, Inc. (Cl A)
$289.5M
WMWaste Management, Inc.
$280.8M
WCCWESCO International, Inc.
$270.0M
BWABorgWarner, Inc.
$265.9M
BACVerizon Communications, Inc.
$258.6M
WFCWells Fargo & Co.
$254.9M
RRRRed Rock Resorts, Inc. (Cl A)
$249.5M
ENOVColfax Corp.
$244.7M
CARRCarrier Global Corp.
$238.6M
HONHoneywell International, Inc.
$238.3M
SBACSBA Communications Corp. (Cl A
$234.6M
CHTRCharter Communications, Inc. (
$233.0M
SHWSherwin-Williams Co.
$205.0M
WBSWebster Financial Corp.
$185.2M
AMZNAmazon.com, Inc.
$176.7M
CUBECubeSmart
$152.6M
KEXKirby Corp.
$147.7M
STSensata Technologies Holding P
$137.5M
ASHAshland Global Holdings, Inc.
$133.4M
CALMCal-Maine Foods, Inc.
$130.3M
CTRACoterra Energy, Inc.
$129.3M
OZKBank OZK
$128.5M
07WAMr. Cooper Group, Inc.
$128.4M
POSTPost Holdings, Inc.
$122.9M
SIVBEURSVB Financial Group
$117.8M
YUSDAlleghany Corp.
$113.2M
UGIUGI Corp.
$100.7M
BOKFBOK Financial Corp.
$93.3M
SJIEURSouth Jersey Industries, Inc.
$89.5M
BKUBankUnited, Inc.
$88.8M
WNSNWNS (Holdings) Ltd. ADR
$83.2M
ALGTAllegiant Travel Co.
$80.3M
RYNRayonier, Inc.
$77.0M
WWWWolverine World Wide, Inc.
$75.9M
MTNVail Resorts, Inc.
$74.0M
ALKAlaska Air Group, Inc.
$72.6M
FRCBFirst Republic Bank
$69.7M
MZTILancaster Colony Corp.
$66.0M
SRCLStericycle, Inc.
$63.4M
PIIPolaris, Inc.
$61.7M
RHPRyman Hospitality Properties,
$61.6M
GTESGates Industrial Corp. PLC
$60.9M
LLoews Corp.
$57.5M
TRVCCitigroup, Inc.
$57.1M
FWONALiberty Media Corp. Series C L
$56.1M
RNRRenaissanceRe Holdings Ltd.
$55.7M
MSFTMicrosoft Corp.
$54.4M
BRBRBellRing Brands, Inc.
$53.7M
ESGREnstar Group Ltd.
$53.5M
FIBKFirst Interstate BancSystem, I
$52.5M
PRAProAssurance Corp.
$50.6M
PRGPROG Holdings, Inc.
$48.9M
BHFBrighthouse Financial, Inc.
$47.2M
DEIDouglas Emmett, Inc.
$43.6M
SANMSanmina Corp.
$40.3M
CHKPCheck Point Software Technolog
$38.6M
ERIIEnergy Recovery, Inc.
$37.6M
AWNAdvance Auto Parts, Inc.
$35.8M
CADECadence Bank
$34.2M
Page 1 of 2Next