DIAMOND HILL CAPITAL MANAGEMENT INC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$24.5B

Holdings

163

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
LLoews Corp.
$24.8M
BACVerizon Communications, Inc.
$24.6M
SANMSanmina Corp.
$24.3M
MTNVail Resorts, Inc.
$23.5M
FBINFortune Brands Innovations, In
$22.9M
DWDMorgan Stanley
$19.0M
WTWWillis Towers Watson PLC
$18.9M
PRGSProgress Software Corp.
$17.6M
SOYSunOpta, Inc.
$17.4M
ADMArcher-Daniels-Midland Co.
$16.9M
FT2First Horizon Corp.
$16.3M
CMCSAComcast Corp. (Cl A)
$15.7M
CVSCVS Health Corp.
$14.8M
KEXKirby Corp.
$14.4M
TJXTJX Cos., Inc.
$13.6M
WWWWolverine World Wide, Inc.
$13.6M
BROBrown & Brown, Inc.
$13.2M
BKUBankUnited, Inc.
$10.7M
COHRCoherent Corp.
$10.3M
BRBroadridge Financial Solutions
$10.0M
NXPINXP Semiconductors NV
$9.8M
FTAIFTAI Aviation Ltd.
$9.8M
TFINTriumph Financial, Inc.
$9.3M
CHKPCheck Point Software Technolog
$9.1M
UFPTUFP Technologies, Inc.
$8.7M
BBCPConcrete Pumping Holdings, Inc
$8.2M
USLMUnited States Lime & Minerals,
$8.0M
TGBTaseko Mines Ltd.
$8.0M
ODCOil-Dri Corp. of America
$8.0M
ALNTAllient, Inc.
$6.6M
RMNIRimini Street, Inc. (Cl A)
$6.4M
HAYNUSDHaynes International, Inc.
$6.0M
GHMGraham Corp.
$5.0M
LEUCentrus Energy Corp. (Cl A)
$4.6M
SPOTSpotify Technology SA
$3.8M
MLRMiller Industries, Inc.
$3.7M
PLOWDouglas Dynamics, Inc.
$3.5M
DCODucommun, Inc.
$3.4M
RCKYRocky Brands, Inc.
$3.2M
HDBHDFC Bank Ltd. ADR
$3.1M
CMTCore Molding Technologies, Inc
$2.5M
MYFWFirst Western Financial, Inc.
$2.5M
GNRCGenerac Holdings, Inc.
$2.3M
NVSNNovartis AG ADR
$2.3M
ICLRICON PLC
$2.3M
MAMAMama's Creations, Inc.
$2.0M
BAPCredicorp Ltd.
$1.9M
JOUTJohnson Outdoors, Inc. (Cl A)
$1.7M
CCSCentury Communities, Inc.
$1.6M
SAMGSilvercrest Asset Management G
$1.5M
OECOrion S.A.
$1.4M
SEBSeaboard Corp.
$1.3M
GRBKGreen Brick Partners, Inc.
$986K
ALOTAstroNova, Inc.
$980K
EMLEastern Co.
$681K
TRNSTranscat, Inc.
$668K
NTICNorthern Technologies Internat
$605K
BMRCBank of Marin Bancorp
$436K
PCYOPure Cycle Corp.
$433K
QUREuniQure N.V.
$398K
CRWSCrown Crafts, Inc.
$397K
AUPHAurinia Pharmaceuticals, Inc.
$351K
ONDSOndas Holdings, Inc.
$248K
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