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
PIIPolaris Industries, Inc.
$32.3M
CRICarter's, Inc.
$29.6M
TAPMolson Coors Beverage Co (Cl B
$28.6M
CVSCVS Health Corp.
$28.4M
JLLJones Lang LaSalle, Inc.
$27.5M
TJXTJX Cos., Inc.
$27.2M
SEBSeaboard Corp.
$26.3M
ITGRInteger Holdings Corp.
$26.2M
JCIJohnson Controls International
$25.9M
STZConstellation Brands, Inc. (Cl
$23.3M
MAAMid-America Apartment Communit
$22.7M
BROBrown & Brown, Inc.
$21.8M
UDRUDR, Inc.
$20.1M
PRGOPerrigo Co. PLC
$19.8M
AVTAvnet, Inc.
$18.6M
BRBroadridge Financial Solutions
$17.7M
GRBKGreen Brick Partners, Inc.
$13.2M
DFSEURDiscover Financial Services
$13.1M
NXPINXP Semiconductors NV
$11.5M
LYVLive Nation Entertainment, Inc
$11.5M
Bonanza Creek Energy, Inc.
$11.3M
CMPRCimpress N.V.
$11.2M
LOBLive Oak Bancshares, Inc.
$10.5M
Natus Medical, Inc.
$9.1M
MZTILancaster Colony Corp.
$7.9M
CCFEURChase Corp.
$6.2M
FLICUSDFirst of Long Island Corp.
$5.1M
FIBKFirst Interstate BancSystem, I
$5.1M
TRSTriMas Corp.
$4.9M
Altabancorp
$4.8M
BBCPConcrete Pumping Holdings, Inc
$4.0M
ALNTAllied Motion Technologies, In
$3.8M
PLOWDouglas Dynamics, Inc.
$3.5M
TFINTriumph Bancorp, Inc.
$3.4M
UFPTUFP Technologies, Inc.
$3.2M
HYHyster-Yale Materials Handling
$2.3M
RCI/BRogers Communications, Inc. (C
$1.7M
NVSNNovartis AG ADR
$793K
USLMUnited States Lime & Minerals,
$690K
MYFWFirst Western Financial, Inc.
$647K
TRNSTranscat, Inc.
$597K
ODCOil-Dri Corp. of America
$539K
PLBCPlumas Bancorp
$484K
SMIDSmith-Midland Corp.
$479K
HDBHDFC Bank Ltd. ADR
$439K
BMRCBank of Marin Bancorp
$438K
TSMTaiwan Semiconductor Manufactu
$410K
NTICNorthern Technologies Internat
$352K
EMLEastern Co.
$334K
MLRMiller Industries, Inc.
$332K
HURCHurco Cos., Inc.
$329K
BIDUNBaidu, Inc. ADR (Cl A)
$242K
AUPHAurinia Pharmaceuticals, Inc.
$239K
ACUAcme United Corp.
$236K
BAPCredicorp Ltd.
$205K
ALOTAstroNova, Inc.
$200K
BBBlackBerry Ltd.
$183K
CRWSCrown Crafts, Inc.
$112K
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