DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2020 Filing

Filed November 9, 2020

Portfolio Value

$18.1B

Holdings

149

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (149 positions)

StockValue
RCI/BRogers Communications, Inc. (C
$639K
NTRSNorthern Trust Corp.
$613K
ABTAbbott Laboratories
$610K
BRK/BBerkshire Hathaway, Inc. (Cl B
$574K
CPACopa Holdings, S.A. (Cl A)
$565K
AIGAmerican International Group,
$546K
ZNGAEURZynga, Inc. (Cl A)
$541K
TSMTaiwan Semiconductor Manufactu
$480K
MDLZMondelez International, Inc. (
$440K
TRVCCitigroup, Inc.
$437K
PGProcter & Gamble Co.
$420K
DISWalt Disney Co.
$409K
KKRKKR & Co., Inc. (Cl A)
$403K
NVRNVR, Inc.
$401K
PEPPepsiCo, Inc.
$396K
MCKMcKesson Corp.
$394K
BWABorgWarner, Inc.
$386K
MCDMcDonald's Corp.
$386K
MDTMedtronic PLC
$380K
IAA-WUSDIAA, Inc.
$370K
SCHWCharles Schwab Corp.
$369K
HDBHDFC Bank Ltd. ADR
$358K
PHParker-Hannifin Corp.
$352K
VFCV.F. Corp.
$338K
CTSHCognizant Technology Solutions
$336K
NVSNNovartis AG ADR
$333K
PFEPfizer, Inc.
$320K
ATROAstronics Corp.
$309K
TJXTJX Cos., Inc.
$308K
FISFidelity National Information
$304K
HN9Hanesbrands, Inc.
$301K
FRCBFirst Republic Bank
$293K
HUMHumana, Inc.
$288K
BKNGBooking Holdings, Inc.
$284K
ADMArcher-Daniels-Midland Co.
$277K
KMBKimberly-Clark Corp.
$275K
TELTE Connectivity Ltd.
$272K
CMCSAComcast Corp. (Cl A)
$271K
CHTRCharter Communications, Inc. (
$270K
METMetLife, Inc.
$261K
TXNTexas Instruments, Inc.
$260K
GMGeneral Motors Co.
$251K
CVXChevron Corp.
$247K
HIGHartford Financial Services Gr
$230K
GOOGAlphabet, Inc. (Cl C)
$226K
GOOGLAlphabet, Inc. (Cl A)
$223K
LINLinde PLC
$221K
DWDMorgan Stanley
$215K
VVisa, Inc. (Cl A)
$213K
HONHoneywell International, Inc.
$198K
METAFacebook, Inc. (Cl A)
$190K
MRSHMarsh & McLennan Cos., Inc.
$189K
CARRCarrier Global Corp.
$183K
SHWSherwin-Williams Co.
$179K
LHXL3Harris Technologies, Inc.
$174K
PSAPublic Storage
$171K
JPMJPMorgan Chase & Co.
$167K
CATCaterpillar, Inc.
$162K
GILDGilead Sciences, Inc.
$149K
POSTPost Holdings, Inc.
$149K
ORLYO'Reilly Automotive, Inc.
$147K
WYWeyerhaeuser Co.
$135K
STSensata Technologies Holding P
$134K
CUBECubeSmart
$132K
NBL2EURNoble Energy, Inc.
$124K
KEXKirby Corp.
$124K
ASHAshland Global Holdings, Inc.
$115K
4I1Philip Morris International, I
$113K
MTNVail Resorts, Inc.
$111K
RRRRed Rock Resorts, Inc. (Cl A)
$111K
ENOVColfax Corp.
$110K
OZKBank OZK
$106K
MFS1EURWelbilt, Inc.
$100K
WCCWESCO International, Inc.
$97K
GRA1EURW. R. Grace & Co
$92K
UGIUGI Corp.
$90K
CALMCal-Maine Foods, Inc.
$90K
07WAMr. Cooper Group, Inc.
$89K
SIVBEURSVB Financial Group
$88K
Sterling Bancorp
$88K
ALKAlaska Air Group, Inc.
$78K
DDominion Energy, Inc.
$78K
XECEURCimarex Energy Co.
$75K
DEDeere & Co.
$74K
WPX Energy, Inc.
$73K
JCIJohnson Controls International
$68K
SRCLStericycle, Inc.
$65K
HUBGHub Group, Inc. (Cl A)
$65K
LLoews Corp.
$64K
BKUBankUnited, Inc.
$61K
BOKFBOK Financial Corp.
$59K
WNSNWNS (Holdings) Ltd. ADR
$58K
SJIEURSouth Jersey Industries, Inc.
$57K
RNRRenaissanceRe Holdings Ltd.
$57K
AWNAdvance Auto Parts, Inc.
$55K
FLOFlowers Foods, Inc.
$52K
ALGTAllegiant Travel Co.
$52K
RGAReinsurance Group of America,
$51K
AANUSDAaron's, Inc.
$50K
BSXBoston Scientific Corp.
$45K
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