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
WPX Energy, Inc.
$39.1M
SJIEURSouth Jersey Industries, Inc.
$36.6M
JLLJones Lang LaSalle, Inc.
$35.9M
TGNATEGNA, Inc.
$35.6M
BRBroadridge Financial Solutions
$33.3M
DHRB&G Foods, Inc.
$30.3M
WFCWells Fargo & Co.
$27.6M
CVSCVS Health Corp.
$23.8M
BPOPPopular, Inc.
$22.5M
CPACopa Holdings, S.A. (Cl A)
$19.7M
GSKGlaxoSmithKline PLC ADR
$18.3M
FT2First Horizon National Corp.
$15.9M
Natus Medical, Inc.
$11.7M
AANUSDAaron's, Inc.
$11.3M
SHWSherwin-Williams Co.
$11.1M
WNSNWNS (Holdings) Ltd. ADR
$11.1M
TRNTrinity Industries, Inc.
$11.0M
TTCToro Co.
$10.9M
WWWWolverine World Wide, Inc.
$10.6M
GRBKGreen Brick Partners, Inc.
$10.3M
CHKPCheck Point Software Technolog
$10.2M
FLICUSDFirst of Long Island Corp.
$9.7M
HYHyster-Yale Materials Handling
$8.1M
TRSTriMas Corp.
$7.7M
NBL2EURNoble Energy, Inc.
$5.8M
SKTTanger Factory Outlet Centers,
$5.4M
KELYAKelly Services, Inc. (Cl A)
$5.1M
CCSCentury Communities, Inc.
$5.0M
AGOAssured Guaranty Ltd.
$4.4M
BENFranklin Resources, Inc.
$4.4M
ACAArcosa, Inc.
$4.3M
DEDeere & Co.
$4.1M
Endo International PLC
$4.0M
ITGRInteger Holdings Corp.
$3.8M
FASTFastenal Co.
$2.6M
TEVATeva Pharmaceutical Industries
$2.1M
Option Care Health, Inc.
$1.5M
BIDUNBaidu, Inc. ADR (Cl A)
$1.1M
Acorda Therapeutics, Inc.
$1.1M
SEBSeaboard Corp.
$897K
GOOGAlphabet, Inc. (Cl C)
$851K
BKBank of New York Mellon Corp.
$825K
STLAFiat Chrysler Automobiles N.V.
$784K
FISVFiserv, Inc.
$689K
ADIAnalog Devices, Inc.
$544K
TELTE Connectivity Ltd.
$541K
MCDMcDonald's Corp.
$496K
MCKMcKesson Corp.
$475K
WCGEURWellcare Health Plans
$359K
ZNGAEURZynga, Inc. (Cl A)
$352K
SBUXStarbucks Corp.
$340K
Alder Biopharmaceuticals, Inc.
$305K
NOAHNoah Holdings Ltd. ADR (Cl A)
$304K
PSAPublic Storage
$266K
AMHAmerican Homes 4 Rent (Cl A)
$251K
APTVAptiv PLC
$247K
MFS1EURWelbilt, Inc.
$233K
AAPLApple, Inc.
$224K
NVSNNovartis AG ADR
$219K
IRWDIronwood Pharmaceuticals, Inc.
$176K
AMAGAMAG Pharmaceuticals, Inc.
$130K
DCHAmerican Axle & Manufacturing
$112K
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