DIAMOND HILL CAPITAL MANAGEMENT INC Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$23.4B

Holdings

171

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
STZConstellation Brands, Inc. (Cl
$25.3M
DISWalt Disney Co.
$24.9M
BACVerizon Communications, Inc.
$24.2M
FTREFortrea Holdings, Inc.
$23.2M
LLoews Corp.
$22.7M
NVSTEnvista Holdings Corp.
$20.5M
DWDMorgan Stanley
$19.7M
SYU1Synovus Financial Corp.
$19.4M
MTNVail Resorts, Inc.
$18.9M
PRGSProgress Software Corp.
$17.9M
LWLamb Weston Holdings, Inc.
$17.7M
WTWWillis Towers Watson PLC
$17.5M
KKRKKR & Co, Inc.
$17.2M
FT2First Horizon Corp.
$16.7M
WWWWolverine World Wide, Inc.
$15.1M
COHRCoherent Corp.
$14.8M
TJXTJX Cos., Inc.
$14.8M
CMCSAComcast Corp. (Cl A)
$14.2M
MGYMagnolia Oil & Gas Corp. (Cl A
$14.2M
BROBrown & Brown, Inc.
$12.8M
CVSCVS Health Corp.
$11.0M
FTAIFTAI Aviation Ltd.
$10.1M
BRBroadridge Financial Solutions
$9.7M
TFINTriumph Financial, Inc.
$9.3M
CHKPCheck Point Software Technolog
$8.4M
KEXKirby Corp.
$8.3M
USLMUnited States Lime & Minerals,
$8.3M
ADMArcher-Daniels-Midland Co.
$8.3M
TGBTaseko Mines Ltd.
$8.1M
UFPTUFP Technologies, Inc.
$7.2M
ODCOil-Dri Corp. of America
$6.7M
DCODucommun, Inc.
$6.5M
BBCPConcrete Pumping Holdings, Inc
$6.3M
RMNIRimini Street, Inc. (Cl A)
$6.2M
GHMGraham Corp.
$4.9M
ALNTAllient, Inc.
$4.7M
LEUCentrus Energy Corp. (Cl A)
$4.3M
HDBHDFC Bank Ltd. ADR
$4.3M
RCKYRocky Brands, Inc.
$4.3M
ASTHAstrana Health, Inc.
$4.2M
MLRMiller Industries, Inc.
$4.0M
PLOWDouglas Dynamics, Inc.
$3.7M
SPOTSpotify Technology SA
$3.5M
NVSNNovartis AG ADR
$2.9M
MYFWFirst Western Financial, Inc.
$2.7M
MAMAMama's Creations, Inc.
$2.6M
ICLRICON PLC
$2.4M
HAYNUSDHaynes International, Inc.
$2.2M
CMTCore Molding Technologies, Inc
$2.2M
SAMGSilvercrest Asset Management G
$1.9M
OECOrion S.A.
$1.9M
THRThermon Group Holdings, Inc.
$1.5M
CCSCentury Communities, Inc.
$1.4M
SEBSeaboard Corp.
$1.3M
BAPCredicorp Ltd.
$1.2M
CNHICNH Industrial NV
$1.1M
JOUTJohnson Outdoors, Inc. (Cl A)
$988K
GRBKGreen Brick Partners, Inc.
$935K
ALOTAstroNova, Inc.
$849K
SANMSanmina Corp.
$826K
NTICNorthern Technologies Internat
$761K
TRNSTranscat, Inc.
$658K
IWDiShares Russell 1000 Value ETF
$560K
EMLEastern Co.
$509K
PCYOPure Cycle Corp.
$496K
CRWSCrown Crafts, Inc.
$455K
BMRCBank of Marin Bancorp
$420K
AUPHAurinia Pharmaceuticals, Inc.
$400K
QUREuniQure N.V.
$343K
ACUAcme United Corp.
$291K
ONDSOndas Holdings, Inc.
$174K
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