DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2019 Filing

Filed October 30, 2019

Portfolio Value

$18.8B

Holdings

162

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (162 positions)

StockValue
SEBSeaboard Corp.
$897K
GOOGAlphabet, Inc. (Cl C)
$851K
BKBank of New York Mellon Corp.
$825K
STLAFiat Chrysler Automobiles N.V.
$784K
FISVFiserv, Inc.
$689K
TRVCCitigroup, Inc.
$673K
ADIAnalog Devices, Inc.
$544K
TELTE Connectivity Ltd.
$541K
ABTAbbott Laboratories
$537K
GOOGLAlphabet, Inc. (Cl A)
$535K
MCDMcDonald's Corp.
$496K
BRK/BBerkshire Hathaway, Inc. (Cl B
$477K
MCKMcKesson Corp.
$475K
METMetLife, Inc.
$471K
AIGAmerican International Group,
$462K
BWABorgWarner, Inc.
$444K
MDTMedtronic PLC
$409K
DISWalt Disney Co.
$383K
TJXTJX Cos., Inc.
$380K
UTXZUnited Technologies Corp.
$380K
MSFTMicrosoft Corp.
$361K
WCGEURWellcare Health Plans
$359K
NVRNVR, Inc.
$358K
ZNGAEURZynga, Inc. (Cl A)
$352K
SBUXStarbucks Corp.
$340K
4I1Philip Morris International, I
$331K
METAFacebook, Inc. (Cl A)
$321K
UALUnited Airlines Holdings, Inc.
$306K
Alder Biopharmaceuticals, Inc.
$305K
NOAHNoah Holdings Ltd. ADR (Cl A)
$304K
XECEURCimarex Energy Co.
$299K
DFSEURDiscover Financial Services
$299K
PFEPfizer, Inc.
$296K
PHParker-Hannifin Corp.
$290K
CMCSAComcast Corp. (Cl A)
$282K
PGProcter & Gamble Co.
$281K
PEPPepsiCo, Inc.
$276K
FRCBFirst Republic Bank
$274K
PSAPublic Storage
$266K
HIGHartford Financial Services Gr
$263K
TXNTexas Instruments, Inc.
$263K
JPMJPMorgan Chase & Co.
$259K
AMHAmerican Homes 4 Rent (Cl A)
$251K
BKNGBooking Holdings, Inc.
$249K
DWDMorgan Stanley
$249K
APTVAptiv PLC
$247K
FISFidelity National Information
$244K
KKRKKR & Co., Inc. (Cl A)
$241K
AXTAAxalta Coating Systems Ltd.
$240K
HN9Hanesbrands, Inc.
$237K
MFS1EURWelbilt, Inc.
$233K
KMBKimberly-Clark Corp.
$232K
GMGeneral Motors Co.
$227K
AAPLApple, Inc.
$224K
NVSNNovartis AG ADR
$219K
CHTRCharter Communications, Inc. (
$213K
TMOThermo Fisher Scientific, Inc.
$211K
KEXKirby Corp.
$203K
HUMHumana, Inc.
$189K
LINLinde PLC
$182K
IRWDIronwood Pharmaceuticals, Inc.
$176K
OZKBank OZK
$168K
CVXChevron Corp.
$166K
ORLYO'Reilly Automotive, Inc.
$151K
LLoews Corp.
$148K
RRRRed Rock Resorts, Inc. (Cl A)
$148K
SCHWCharles Schwab Corp.
$144K
HONHoneywell International, Inc.
$144K
STSensata Technologies Holding P
$142K
HUBGHub Group, Inc. (Cl A)
$140K
ALKAlaska Air Group, Inc.
$136K
BKUBankUnited, Inc.
$134K
GILDGilead Sciences, Inc.
$131K
AMAGAMAG Pharmaceuticals, Inc.
$130K
DVNDevon Energy Corp.
$129K
POSTPost Holdings, Inc.
$124K
MRSHMarsh & McLennan Cos., Inc.
$124K
ASHAshland Global Holdings, Inc.
$116K
CUBECubeSmart
$115K
Allergan PLC
$113K
DCHAmerican Axle & Manufacturing
$112K
WTWWillis Towers Watson PLC
$111K
MTNVail Resorts, Inc.
$108K
Sterling Bancorp
$108K
JCIJohnson Controls International
$105K
UGIUGI Corp.
$104K
FWONALiberty Media Corp. Series C L
$103K
EMNEastman Chemical Co.
$101K
ADMArcher-Daniels-Midland Co.
$100K
ACCUSDAmerican Campus Communities, I
$96K
07WAMr. Cooper Group, Inc.
$90K
SANMSanmina-SCI Corp.
$90K
SIVBEURSVB Financial Group
$87K
ENOVColfax Corp.
$84K
CALMCal-Maine Foods, Inc.
$83K
BSXBoston Scientific Corp.
$81K
RPMRPM International, Inc.
$79K
ALGTAllegiant Travel Co.
$79K
CTSHCognizant Technology Solutions
$78K
RNRRenaissanceRe Holdings Ltd.
$72K
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