DIAMOND HILL CAPITAL MANAGEMENT INC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$21.8B

Holdings

180

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (180 positions)

StockValue
AIGAmerican International Group,
$993.9M
ABTAbbott Laboratories
$804.2M
BRK/BBerkshire Hathaway, Inc. (Cl B
$763.6M
TXNTexas Instruments, Inc.
$739.6M
COFCapital One Financial Corp.
$619.3M
AONAon PLC (Cl A)
$561.7M
SYYSysco Corp.
$532.0M
CLColgate-Palmolive Co.
$500.4M
BACBank of America Corp.
$488.8M
COPConocoPhillips
$487.7M
LHLabcorp Holdings, Inc.
$478.7M
FERGFerguson Enterprises, Inc.
$471.0M
KMXCarMax, Inc.
$467.9M
UNPUnion Pacific Corp.
$445.6M
RRXRegal Rexnord Corp.
$437.6M
PFEPfizer, Inc.
$428.2M
CRMSalesforce, Inc.
$408.4M
DISWalt Disney Co.
$388.4M
WMWaste Management, Inc.
$386.0M
FANGDiamondback Energy, Inc.
$372.0M
SSNCSS&C Technologies Holdings, In
$360.0M
GMGeneral Motors Co.
$359.9M
AMZNAmazon.com, Inc.
$354.6M
MLMMartin Marietta Materials, Inc
$352.4M
SBACSBA Communications Corp. (Cl A
$349.6M
METMetLife, Inc.
$329.6M
ADBEAdobe, Inc.
$328.7M
GISGeneral Mills, Inc.
$323.5M
LHXL3Harris Technologies, Inc.
$310.9M
CATCaterpillar, Inc.
$309.5M
NVRNVR, Inc.
$304.4M
BLDRBuilders FirstSource, Inc.
$295.9M
LULUlululemon athletica inc.
$286.5M
HCAHCA Healthcare, Inc.
$280.4M
EXRExtra Space Storage, Inc.
$278.3M
KEYKeyCorp
$277.9M
SBUXStarbucks Corp.
$270.7M
MDTMedtronic PLC
$255.8M
IPInternational Paper Co.
$249.3M
ACNAccenture PLC (Cl A)
$245.2M
HIGHartford Insurance Group, Inc.
$236.6M
VVisa, Inc. (Cl A)
$235.0M
NDAQNasdaq, Inc.
$228.7M
DYHTarget Corp.
$223.8M
DEDeere & Co.
$218.0M
NUENucor Corp.
$213.3M
RRRRed Rock Resorts, Inc. (Cl A)
$173.1M
07WAMr. Cooper Group, Inc.
$165.3M
WCCWESCO International, Inc.
$150.9M
HIIHuntington Ingalls Industries,
$114.2M
POSTPost Holdings, Inc.
$99.2M
MSFTMicrosoft Corp.
$96.1M
PHParker-Hannifin Corp.
$92.4M
METAMeta Platforms, Inc. (Cl A)
$86.0M
WNS (Holdings) Ltd.
$84.6M
TRVCCitigroup, Inc.
$82.7M
VRSNVeriSign, Inc.
$82.3M
ASHAshland, Inc.
$75.3M
TSMTaiwan Semiconductor Manufactu
$74.3M
GOOGLAlphabet, Inc. (Cl A)
$74.3M
CUBECubeSmart
$73.9M
CTRACoterra Energy, Inc.
$65.0M
CIENCiena Corp.
$61.5M
MAAMid-America Apartment Communit
$54.8M
SOLVSolventum Corp.
$54.7M
FCXFreeport-McMoRan, Inc.
$54.4M
GTESGates Industrial Corp. PLC
$50.3M
TFXTeleflex, Inc.
$50.3M
RHPRyman Hospitality Properties,
$49.3M
WBSWebster Financial Corp.
$46.7M
LEALear Corp.
$45.1M
PRGOPerrigo Co. PLC
$44.2M
CMPRCimpress PLC
$44.1M
FWONALiberty Media Corp. Series C L
$43.7M
FISFidelity National Information
$40.9M
UGIUGI Corp.
$39.5M
ICLRICON PLC
$38.1M
ILMNIllumina, Inc.
$36.2M
MZTILancaster Colony Corp.
$35.6M
BSXBoston Scientific Corp.
$35.6M
TFCTruist Financial Corp.
$32.3M
CIVICivitas Resources, Inc.
$30.3M
FBINFortune Brands Innovations, In
$30.0M
COHRCoherent Corp.
$28.6M
TRUTransUnion
$27.9M
FAFirst Advantage Corp.
$27.7M
JCIJohnson Controls International
$27.6M
TDYTeledyne Technologies, Inc.
$27.5M
LOBLive Oak Bancshares, Inc.
$27.3M
ULTAUlta Beauty, Inc.
$27.2M
GDDYGoDaddy, Inc. (Cl A)
$27.0M
BDXBecton, Dickinson and Co.
$26.6M
DWDMorgan Stanley
$25.6M
OZKBank OZK
$25.1M
WTWWillis Towers Watson PLC
$25.0M
RNRRenaissanceRe Holdings Ltd.
$25.0M
ENOVEnovis Corp.
$24.5M
CVXChevron Corp.
$24.2M
UDRUDR, Inc.
$23.7M
DDominion Energy, Inc.
$22.4M
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