DIAMOND HILL CAPITAL MANAGEMENT INC Q2 2021 Filing

Filed August 3, 2021

Portfolio Value

$26.3B

Holdings

158

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (158 positions)

StockValue
AIGAmerican International Group,
$983K
NVSNNovartis AG ADR
$793K
BRK/BBerkshire Hathaway, Inc. (Cl B
$760K
KKRKKR & Co., Inc. (Cl A)
$733K
ABTAbbott Laboratories
$723K
USLMUnited States Lime & Minerals,
$690K
DISWalt Disney Co.
$653K
BACBank of America Corp.
$648K
MYFWFirst Western Financial, Inc.
$647K
MDLZMondelez International, Inc. (
$598K
TRNSTranscat, Inc.
$597K
METAFacebook, Inc. (Cl A)
$596K
NVRNVR, Inc.
$590K
MDTMedtronic PLC
$571K
PEPPepsiCo, Inc.
$541K
ODCOil-Dri Corp. of America
$539K
PGProcter & Gamble Co.
$532K
GMGeneral Motors Co.
$506K
HUMHumana, Inc.
$503K
CVXChevron Corp.
$501K
PLBCPlumas Bancorp
$484K
SMIDSmith-Midland Corp.
$479K
SCHWCharles Schwab Corp.
$465K
PHParker-Hannifin Corp.
$464K
CTSHCognizant Technology Solutions
$460K
PFEPfizer, Inc.
$457K
VFCV.F. Corp.
$444K
HIGHartford Financial Services Gr
$440K
HDBHDFC Bank Ltd. ADR
$439K
BMRCBank of Marin Bancorp
$438K
TFCTruist Financial Corp.
$435K
FISFidelity National Information
$428K
FCXFreeport-McMoRan, Inc.
$425K
FRCBFirst Republic Bank
$410K
TSMTaiwan Semiconductor Manufactu
$410K
HN9Hanesbrands, Inc.
$395K
BKNGBooking Holdings, Inc.
$375K
CMCSAComcast Corp. (Cl A)
$366K
ADMArcher-Daniels-Midland Co.
$356K
BWABorgWarner, Inc.
$356K
NTICNorthern Technologies Internat
$352K
DWDMorgan Stanley
$347K
EMLEastern Co.
$334K
MLRMiller Industries, Inc.
$332K
HURCHurco Cos., Inc.
$329K
CHTRCharter Communications, Inc. (
$328K
MRSHMarsh & McLennan Cos., Inc.
$316K
LINLinde PLC
$301K
VVisa, Inc. (Cl A)
$297K
PSAPublic Storage
$284K
WYWeyerhaeuser Co.
$278K
CARRCarrier Global Corp.
$275K
DDominion Energy, Inc.
$271K
LHXL3Harris Technologies, Inc.
$267K
CATCaterpillar, Inc.
$264K
ABBVAbbVie, Inc.
$261K
METMetLife, Inc.
$256K
SHWSherwin-Williams Co.
$243K
BIDUNBaidu, Inc. ADR (Cl A)
$242K
BACVerizon Communications, Inc.
$242K
WFCWells Fargo & Co.
$240K
AUPHAurinia Pharmaceuticals, Inc.
$239K
HONHoneywell International, Inc.
$236K
ACUAcme United Corp.
$236K
TXNTexas Instruments, Inc.
$225K
DEDeere & Co.
$219K
ZNGAEURZynga, Inc. (Cl A)
$216K
WCCWESCO International, Inc.
$215K
RRRRed Rock Resorts, Inc. (Cl A)
$209K
ENOVColfax Corp.
$206K
BAPCredicorp Ltd.
$205K
ALOTAstroNova, Inc.
$200K
POSTPost Holdings, Inc.
$188K
GILDGilead Sciences, Inc.
$187K
Sterling Bancorp
$186K
BBBlackBerry Ltd.
$183K
KEXKirby Corp.
$162K
CUBECubeSmart
$159K
STSensata Technologies Holding P
$158K
KMBKimberly-Clark Corp.
$155K
SBACSBA Communications Corp. (Cl A
$154K
OZKBank OZK
$144K
XECEURCimarex Energy Co.
$132K
UGIUGI Corp.
$127K
ASHAshland Global Holdings, Inc.
$121K
SIVBEURSVB Financial Group
$121K
CRWSCrown Crafts, Inc.
$112K
CALMCal-Maine Foods, Inc.
$103K
BOKFBOK Financial Corp.
$100K
GRA1EURW. R. Grace & Co.
$99K
MTNVail Resorts, Inc.
$98K
07WAMr. Cooper Group, Inc.
$97K
BKUBankUnited, Inc.
$90K
WNSNWNS (Holdings) Ltd. ADR
$84K
LLoews Corp.
$78K
PRGPROG Holdings, Inc.
$78K
SRCLStericycle, Inc.
$74K
SJIEURSouth Jersey Industries, Inc.
$72K
FLOFlowers Foods, Inc.
$64K
GOOGLAlphabet, Inc. (Cl A)
$64K
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