DIAMOND HILL CAPITAL MANAGEMENT INC Q3 2022 Filing

Filed November 8, 2022

Portfolio Value

$20.9B

Holdings

170

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (170 positions)

StockValue
CVSCVS Health Corp.
$29.8M
ADMArcher-Daniels-Midland Co.
$29.5M
FAFirst Advantage Corp.
$28.3M
PRGOPerrigo Co. PLC
$27.4M
CHKPCheck Point Software Technolog
$27.4M
JLLJones Lang LaSalle, Inc.
$27.1M
DEIDouglas Emmett, Inc.
$25.5M
TJXTJX Cos., Inc.
$25.1M
SRCLStericycle, Inc.
$24.9M
STZConstellation Brands, Inc. (Cl
$24.1M
JCIJohnson Controls International
$23.1M
PRAProAssurance Corp.
$21.1M
RRXRegal Rexnord Corp.
$20.8M
RMNIRimini Street, Inc. (Cl A)
$19.7M
PRGPROG Holdings, Inc.
$17.5M
WTWWillis Towers Watson PLC
$16.7M
UDRUDR, Inc.
$16.7M
MDLZMondelez International, Inc. (
$16.7M
DWDMorgan Stanley
$16.0M
ITGRInteger Holdings Corp.
$15.8M
CMPRCimpress PLC
$14.8M
BROBrown & Brown, Inc.
$13.7M
BRBroadridge Financial Solutions
$12.9M
SOYSunOpta, Inc.
$12.6M
TGBTaseko Mines Ltd.
$10.3M
CADECadence Bank
$9.6M
GRBKGreen Brick Partners, Inc.
$9.3M
BBCPConcrete Pumping Holdings, Inc
$8.9M
WABWestinghouse Air Brake Technol
$8.1M
SEBSeaboard Corp.
$7.9M
ALNTAllied Motion Technologies, In
$7.7M
NXPINXP Semiconductors NV
$7.6M
TFINTriumph Bancorp, Inc.
$7.1M
UFPTUFP Technologies, Inc.
$6.7M
DFSEURDiscover Financial Services
$5.9M
CCFEURChase Corp.
$5.8M
PLOWDouglas Dynamics, Inc.
$2.9M
RCKYRocky Brands, Inc.
$2.9M
LYVLive Nation Entertainment, Inc
$2.7M
IWDiShares Russell 1000 Value ETF
$2.3M
USLMUnited States Lime & Minerals,
$2.0M
JOUTJohnson Outdoors, Inc. (Cl A)
$1.8M
NVSNNovartis AG ADR
$1.6M
CRICarter's, Inc.
$1.6M
HDBHDFC Bank Ltd. ADR
$1.2M
TRSTriMas Corp.
$1.2M
CCSCentury Communities, Inc.
$1.1M
SPOTSpotify Technology SA
$1.1M
TRNSTranscat, Inc.
$999K
LEUCentrus Energy Corp. (Cl A)
$929K
MYFWFirst Western Financial, Inc.
$770K
SMIDSmith-Midland Corp.
$734K
CMTCore Molding Technologies, Inc
$705K
BAPCREDICORP LTD
$574K
ODCOil-Dri Corp. of America
$477K
ALOTAstroNova, Inc.
$470K
PLBCPlumas Bancorp
$448K
BMRCBank of Marin Bancorp
$405K
PCYOPure Cycle Corp.
$381K
IHSIHS Holding Ltd.
$367K
HURCHurco Cos., Inc.
$363K
NTICNorthern Technologies Internat
$337K
EMLEastern Co.
$292K
GHMGraham Corp.
$261K
MLRMiller Industries, Inc.
$258K
TSMTaiwan Semiconductor Manufactu
$235K
AUPHAurinia Pharmaceuticals, Inc.
$215K
ACUAcme United Corp.
$208K
CRWSCrown Crafts, Inc.
$203K
ONDSOndas Holdings, Inc.
$192K
PreviousPage 2 of 2