DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2018 Filing

Filed November 13, 2018

Portfolio Value

$20.1B

Holdings

173

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (173 positions)

StockValue
CIKCredit Suisse Group AG ADR
$967K
AMZNAmazon.com, Inc.
$937K
GOOGAlphabet, Inc. (Cl. C)
$843K
BBVABanco Bilbao Vizcaya Argentari
$742K
TRVCCitigroup, Inc.
$655K
ABTAbbott Laboratories
$653K
PSAPublic Storage
$625K
GOOGLAlphabet, Inc. (Cl. A)
$548K
DFSEURDiscover Financial Services
$540K
XECEURCimarex Energy Co.
$523K
CBNABridge Bancorp, Inc.
$518K
METMetLife, Inc.
$509K
BRK/BBerkshire Hathaway, Inc. (Cl B
$491K
WCCWESCO International, Inc.
$474K
UTXZUnited Technologies Corp.
$461K
APAMArtisan Partners Asset Managem
$461K
MSFTMicrosoft Corp.
$430K
Aetna, Inc.
$420K
GRA1EURW R Grace & Co.
$415K
Acorda Thearapeutics, Inc.
$393K
BWABorgwarner, Inc.
$390K
TJXTJX Cos., Inc.
$388K
UALUnited Continental Holdings, I
$385K
MDTMedtronic PLC
$382K
DVNDevon Energy Corp.
$377K
COFCapital One Financial Corp.
$364K
WPWorldpay, Inc. (Cl A)
$362K
PFEPfizer, Inc.
$355K
FUODolby Laboratories, Inc. (Cl A
$352K
CHKPCheck Point Software Technolog
$344K
XOMExxon Mobil Corp.
$343K
JPMJPMorgan Chase & Co.
$332K
WMTWalmart, Inc.
$325K
GBLIGlobal Indemnity Ltd. (Cl A)
$314K
BACBank of America Corp.
$311K
METAFacebook, Inc.
$311K
AXTAAxalta Coating Systems Ltd.
$310K
PHParker Hannifin Corp.
$305K
4I1Philip Morris International, I
$304K
VVisa, Inc.
$303K
MCKMcKesson Corp.
$302K
BHFBrighthouse Financial, Inc.
$290K
CVXChevron Corp.
$284K
LLoews Corp.
$284K
AAPLApple, Inc.
$282K
JNJJohnson & Johnson
$281K
CMCSAComcast Corp. (Cl A)
$273K
FRCBFirst Republic Bank
$265K
PEPPepsiCo, Inc.
$255K
VFCV.F. Corp.
$250K
APTVAptiv PLC
$245K
DISWalt Disney Co.
$241K
BKUBankUnited, Inc.
$235K
PGProcter & Gamble Co.
$233K
UNHUnitedHealth Group, Inc.
$233K
DWDMorgan Stanley
$232K
BABoeing Co.
$231K
NVRNVR, Inc.
$227K
TMOThermo Fisher Scientific, Inc.
$226K
INTCIntel Corp.
$225K
MAMasterCard, Inc. (Cl A)
$222K
HDHome Depot, Inc.
$215K
TXNTexas Instruments, Inc.
$213K
MRSHMarsh & McLennan Cos., Inc.
$206K
CVSCVS Health Corp.
$205K
HN9Hanesbrands, Inc.
$198K
CHTRCharter Communications, Inc. (
$195K
HIGHartford Financial Services Gr
$193K
VRSKVerisk Analytics, Inc.
$178K
GTGoodyear Tire & Rubber Co.
$176K
KEXKirby Corp.
$175K
PNCPNC Financial Services Group,
$171K
KMBKimberly-Clark Corp.
$169K
PXGBXPraxair, Inc.
$169K
RRRRed Rock Resorts, Inc. (Cl A)
$158K
POSTPost Holdings, Inc.
$153K
HONHoneywell International, Inc.
$146K
GILDGilead Sciences, Inc.
$135K
HUBGHub Group, Inc. (Cl A)
$135K
UGIUGI Corp.
$128K
STZConstellation Brands, Inc. (Cl
$126K
WTWWillis Towers Watson PLC
$122K
JCIJohnson Controls International
$118K
WMIH Corp.
$113K
OZKBank OZK
$113K
EMNEastman Chemical Co.
$113K
BSXBoston Scientific Corp.
$112K
TGNATegna, Inc.
$105K
ALKAlaska Air Group, Inc.
$99K
CUBECubeSmart
$98K
LTHLifepoint Health, Inc.
$98K
ENOVColfax Corp.
$93K
BPOPPopular, Inc.
$92K
ACCUSDAmerican Campus Communities, I
$88K
MTNVail Resorts, Inc.
$86K
CTSHCognizant Tech Solutions Corp.
$84K
Navigators Group, Inc.
$82K
TAPMolson Coors Brewing Co. (Cl B
$81K
SANMSanmina-SCI Corp.
$78K
iStar, Inc.
$77K
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