DIAMOND HILL CAPITAL MANAGEMENT INC Q2 2022 Filing

Filed August 9, 2022

Portfolio Value

$22.9B

Holdings

169

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
AIGAmerican International Group,
$841.3M
ABTAbbott Laboratories
$639.6M
COPConocoPhillips
$591.7M
PEPPepsiCo, Inc.
$538.1M
TFCTruist Financial Corp.
$531.6M
BACBank of America Corp.
$509.0M
KKRKKR & Co, Inc.
$505.6M
HUMHumana, Inc.
$478.7M
PFEPfizer, Inc.
$477.8M
MSFTMicrosoft Corp.
$433.4M
TXNTexas Instruments, Inc.
$426.4M
PHParker-Hannifin Corp.
$392.2M
BRK/BBerkshire Hathaway, Inc. (Cl B
$384.2M
FCXFreeport-McMoRan, Inc.
$380.0M
SIVBEURSVB Financial Group
$369.0M
UNPUnion Pacific Corp.
$367.5M
GMGeneral Motors Co.
$358.6M
AMZNAmazon.com, Inc.
$352.3M
MRSHMarsh & McLennan Cos., Inc.
$350.8M
BDXBecton, Dickinson and Co.
$346.6M
HDHome Depot, Inc.
$344.7M
CATCaterpillar, Inc.
$340.5M
SSNCSS&C Technologies Holdings, In
$337.7M
MDTMedtronic PLC
$328.5M
NDAQNasdaq, Inc.
$311.0M
VFCV.F. Corp.
$304.9M
VVisa, Inc. (Cl A)
$304.2M
DISWalt Disney Co.
$300.1M
BACVerizon Communications, Inc.
$286.0M
CTSHCognizant Technology Solutions
$282.3M
LHXL3Harris Technologies, Inc.
$274.4M
LINLinde PLC
$269.5M
DDominion Energy, Inc.
$262.9M
WYWeyerhaeuser Co.
$255.9M
METAMeta Platforms, Inc. (Cl A)
$253.9M
ABBVAbbVie, Inc.
$247.4M
WMWaste Management, Inc.
$243.9M
HN9Hanesbrands, Inc.
$241.1M
BWABorgWarner, Inc.
$233.3M
HCAHCA Healthcare, Inc.
$232.7M
HIGHartford Financial Services Gr
$230.2M
FISFidelity National Information
$227.2M
DEDeere & Co.
$216.9M
WFCWells Fargo & Co.
$213.4M
MDLZMondelez International, Inc. (
$212.6M
HONHoneywell International, Inc.
$210.8M
WCCWESCO International, Inc.
$208.0M
CMCSAComcast Corp. (Cl A)
$207.5M
CARRCarrier Global Corp.
$198.0M
SBACSBA Communications Corp. (Cl A
$192.9M
TTWOTake-Two Interactive Software,
$192.1M
SHWSherwin-Williams Co.
$185.0M
RRRRed Rock Resorts, Inc. (Cl A)
$179.7M
MLMMartin Marietta Materials, Inc
$168.3M
WBSWebster Financial Corp.
$135.8M
POSTPost Holdings, Inc.
$135.8M
ASHAshland Global Holdings, Inc.
$135.4M
CUBECubeSmart
$122.6M
CTRACoterra Energy, Inc.
$116.5M
ENOVEnovis Corp.
$113.8M
KEXKirby Corp.
$111.8M
07WAMr. Cooper Group, Inc.
$108.6M
OZKBank OZK
$107.3M
CALMCal-Maine Foods, Inc.
$106.0M
ESABESAB Corp.
$105.4M
STSensata Technologies Holding P
$104.6M
UGIUGI Corp.
$93.7M
FRCBFirst Republic Bank
$85.9M
WNSNWNS (Holdings) Ltd. ADR
$83.0M
SJIEURSouth Jersey Industries, Inc.
$80.8M
MZTILancaster Colony Corp.
$76.6M
LOBLive Oak Bancshares, Inc.
$74.1M
BOKFBOK Financial Corp.
$72.2M
WWWWolverine World Wide, Inc.
$69.8M
RYNRayonier, Inc.
$66.8M
ALKAlaska Air Group, Inc.
$59.9M
MTNVail Resorts, Inc.
$59.6M
IWDiShares Russell 1000 Value ETF
$58.4M
PIIPolaris, Inc.
$57.0M
ALGTAllegiant Travel Co.
$56.7M
BKUBankUnited, Inc.
$56.3M
BRBRBellRing Brands, Inc.
$56.2M
FIBKFirst Interstate BancSystem, I
$52.2M
RHPRyman Hospitality Properties,
$51.8M
GTESGates Industrial Corp. PLC
$51.1M
RNRRenaissanceRe Holdings Ltd.
$50.8M
FWONALiberty Media Corp. Series C L
$49.2M
LLoews Corp.
$47.9M
ESGREnstar Group Ltd.
$43.2M
PRAProAssurance Corp.
$42.0M
SRCLStericycle, Inc.
$41.7M
ERIIEnergy Recovery, Inc.
$41.4M
SANMSanmina Corp.
$38.7M
BHFBrighthouse Financial, Inc.
$36.4M
AWNAdvance Auto Parts, Inc.
$35.7M
TRVCCitigroup, Inc.
$35.2M
CVXChevron Corp.
$33.9M
CHKPCheck Point Software Technolog
$32.7M
PRGOPerrigo Co. PLC
$32.2M
CVSCVS Health Corp.
$31.3M
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