DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$26.4B

Holdings

164

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (164 positions)

StockValue
JLLJones Lang LaSalle, Inc.
$35.0M
AWNAdvance Auto Parts, Inc.
$33.5M
CHKPCheck Point Software Technolog
$33.0M
CVSCVS Health Corp.
$31.0M
TJXTJX Cos., Inc.
$27.7M
SEBSeaboard Corp.
$26.5M
STZConstellation Brands, Inc. (Cl
$26.3M
ITGRInteger Holdings Corp.
$24.6M
TAPMolson Coors Beverage Co (Cl B
$24.0M
PRGOPerrigo Co. PLC
$23.4M
BROBrown & Brown, Inc.
$22.7M
UDRUDR, Inc.
$21.6M
BRBroadridge Financial Solutions
$18.2M
AVTAvnet, Inc.
$17.1M
WTWWillis Towers Watson PLC
$14.9M
Bonanza Creek Energy, Inc.
$12.8M
CMPRCimpress N.V.
$12.8M
LOBLive Oak Bancshares, Inc.
$12.6M
LYVLive Nation Entertainment, Inc
$11.9M
GRBKGreen Brick Partners, Inc.
$11.5M
NXPINXP Semiconductors NV
$10.7M
CCFEURChase Corp.
$9.0M
JCIJohnson Controls International
$9.0M
Natus Medical, Inc.
$8.8M
DFSEURDiscover Financial Services
$7.7M
PLOWDouglas Dynamics, Inc.
$7.6M
BBCPConcrete Pumping Holdings, Inc
$6.3M
TGBTaseko Mines Ltd.
$5.5M
TFINTriumph Bancorp, Inc.
$5.3M
TRSTriMas Corp.
$5.2M
CRICarter's, Inc.
$5.1M
Altabancorp
$4.9M
FLICUSDFirst of Long Island Corp.
$4.3M
UFPTUFP Technologies, Inc.
$3.8M
ALNTAllied Motion Technologies, In
$1.8M
RCI/BRogers Communications, Inc. (C
$1.6M
HYHyster-Yale Materials Handling
$1.6M
MZTILancaster Colony Corp.
$1.5M
NVSNNovartis AG ADR
$1.1M
MYFWFirst Western Financial, Inc.
$905K
TRNSTranscat, Inc.
$851K
USLMUnited States Lime & Minerals,
$838K
TSMTaiwan Semiconductor Manufactu
$827K
ODCOil-Dri Corp. of America
$691K
BMRCBank of Marin Bancorp
$649K
HDBHDFC Bank Ltd. ADR
$604K
PLBCPlumas Bancorp
$592K
SPOTSpotify Technology SA
$557K
BAPCredicorp Ltd.
$473K
SMIDSmith-Midland Corp.
$449K
HURCHurco Cos., Inc.
$429K
PCYOPure Cycle Corp.
$426K
EMLEastern Co.
$423K
MLRMiller Industries, Inc.
$413K
AUPHAurinia Pharmaceuticals, Inc.
$409K
IWDiShares Russell 1000 Value ETF
$402K
NTICNorthern Technologies Internat
$386K
BBBlackBerry Ltd.
$372K
BIDUNBaidu, Inc. ADR (Cl A)
$300K
ALOTAstroNova, Inc.
$270K
ACUAcme United Corp.
$252K
ONDSOndas Holdings, Inc.
$196K
CRWSCrown Crafts, Inc.
$136K
GHMGraham Corp.
$134K
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