DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2016 Filing

Filed November 9, 2016

Portfolio Value

$16.2B

Holdings

164

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (164 positions)

StockValue
TRNTrinity Industries, Inc.
$37.7M
TEN1Tenneco, Inc.
$33.8M
DOVDover Corp.
$31.6M
NVRNVR, Inc.
$31.2M
JLLJones Lang Lasalle, Inc.
$29.5M
SIVBEURSVB Financial Group
$26.5M
CTSHCognizant Tech Solutions Corp.
$26.0M
XL Group Ltd.
$25.8M
PRAProassurance Corp.
$25.1M
KEYSKeysight Technologies, Inc.
$24.1M
Natus Medical, Inc.
$23.2M
LBTYBLiberty Global PLC (Cl A)
$22.0M
Fortress Investment Group LLC
$20.2M
YUSDAlleghany Corp.
$19.9M
ALKAlaska Air Group, Inc.
$19.2M
TTCToro Co.
$17.3M
SYYSysco Corp.
$15.8M
BioScrip, Inc.
$15.3M
HYHyster-Yale Materials Handling
$14.8M
SKTTanger Factory Outlet Centers,
$14.3M
Sterling Bancorp
$13.2M
ETF SER SOLUTIONS
$13.0M
Allergan PLC
$12.0M
BCOBrink's Co.
$11.9M
CRICarter's, Inc.
$11.3M
FLICUSDFirst of Long Island Corp.
$11.1M
AGOAssured Guaranty Ltd.
$9.6M
State Bank Financial Corp.
$9.6M
HIHillenbrand, Inc.
$9.1M
AELUSDAmerican Equity Investment Lif
$8.9M
BHCValeant Pharmaceuticals Intern
$8.5M
TRSTriMas Corp.
$8.3M
ITGRInteger Holdings Corp.
$7.9M
Tivo Corp.
$7.4M
GSKGlaxoSmithKline PLC
$6.5M
NBL2EURNoble Energy, Inc.
$6.0M
Carrizo Oil & Gas, Inc.
$6.0M
Concordia International Corp.
$5.8M
KEYKeyCorp
$5.7M
Cincinnati Bell, Inc.
$5.5M
CALYCallaway Golf Co.
$4.6M
GLREGreenlight Capital Re Ltd.
$3.9M
HZN1USDHorizon Global Corp.
$3.5M
RDNRadian Group Inc
$2.9M
DFSEURDiscover Financial Services
$2.5M
GOOGAlphabet, Inc. (Cl. C)
$1.8M
STTState Street Corp.
$1.4M
Global Sources Ltd.
$1.0M
WTHWorthington Industries
$665K
CBNABridge Bancorp, Inc.
$500K
FUODolby Laboratories, Inc.
$471K
AXPAmerican Express Co.
$411K
METAFacebook, Inc.
$396K
CMAComerica, Inc.
$395K
AMZNAmazon.com, Inc.
$363K
GEGeneral Electric Co.
$300K
XOMExxon Mobil Corp.
$289K
JNJJohnson & Johnson
$271K
Nuvectra Corp.
$245K
MCKMcKesson Corp.
$227K
USBU.S. Bancorp
$218K
PRUPrudential Financial, Inc.
$213K
BACBank of America Corp.
$167K
HBANHuntington Bancshares, Inc.
$130K
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