DIAMOND HILL CAPITAL MANAGEMENT INC Q4 2020 Filing

Filed February 8, 2021

Portfolio Value

$21.2B

Holdings

145

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
AIGAmerican International Group,
$738K
HDBHDFC Bank Ltd. ADR
$718K
NVSNNovartis AG ADR
$668K
ABTAbbott Laboratories
$645K
BRK/BBerkshire Hathaway, Inc. (Cl B
$602K
DISWalt Disney Co.
$568K
TSMTaiwan Semiconductor Manufactu
$561K
MDLZMondelez International, Inc. (
$489K
KKRKKR & Co., Inc. (Cl A)
$487K
SCHWCharles Schwab Corp.
$469K
BACBank of America Corp.
$460K
MDTMedtronic PLC
$448K
PEPPepsiCo, Inc.
$447K
NVRNVR, Inc.
$436K
PGProcter & Gamble Co.
$430K
BWABorgWarner, Inc.
$392K
CTSHCognizant Technology Solutions
$390K
VFCV.F. Corp.
$387K
BKNGBooking Holdings, Inc.
$380K
PHParker-Hannifin Corp.
$368K
FRCBFirst Republic Bank
$367K
TJXTJX Cos., Inc.
$367K
BIDUNBaidu, Inc. ADR (Cl A)
$362K
HIGHartford Financial Services Gr
$350K
CVXChevron Corp.
$341K
PFEPfizer, Inc.
$338K
GMGeneral Motors Co.
$324K
HUMHumana, Inc.
$320K
FISFidelity National Information
$316K
HN9Hanesbrands, Inc.
$315K
TFINTriumph Bancorp, Inc.
$315K
CMCSAComcast Corp. (Cl A)
$309K
DWDMorgan Stanley
$304K
TFCTruist Financial Corp.
$301K
TXNTexas Instruments, Inc.
$290K
ADMArcher-Daniels-Midland Co.
$290K
CHTRCharter Communications, Inc. (
$288K
KMBKimberly-Clark Corp.
$279K
METMetLife, Inc.
$267K
LINLinde PLC
$247K
HONHoneywell International, Inc.
$244K
VVisa, Inc. (Cl A)
$234K
MRSHMarsh & McLennan Cos., Inc.
$224K
JPMJPMorgan Chase & Co.
$223K
WYWeyerhaeuser Co.
$220K
LHXL3Harris Technologies, Inc.
$210K
METAFacebook, Inc. (Cl A)
$204K
CATCaterpillar, Inc.
$199K
CARRCarrier Global Corp.
$195K
SHWSherwin-Williams Co.
$190K
WCCWESCO International, Inc.
$190K
PSAPublic Storage
$180K
ORLYO'Reilly Automotive, Inc.
$171K
DDominion Energy, Inc.
$170K
POSTPost Holdings, Inc.
$169K
KEXKirby Corp.
$159K
Sterling Bancorp
$154K
STSensata Technologies Holding P
$153K
BBBlackBerry Ltd.
$152K
RRRRed Rock Resorts, Inc. (Cl A)
$150K
GILDGilead Sciences, Inc.
$138K
ENOVColfax Corp.
$135K
OZKBank OZK
$130K
CUBECubeSmart
$129K
ASHAshland Global Holdings, Inc.
$123K
SIVBEURSVB Financial Group
$120K
07WAMr. Cooper Group, Inc.
$111K
MTNVail Resorts, Inc.
$107K
UGIUGI Corp.
$104K
GRA1EURW. R. Grace & Co
$102K
CALMCal-Maine Foods, Inc.
$101K
DEDeere & Co.
$90K
ALKAlaska Air Group, Inc.
$88K
XECEURCimarex Energy Co.
$86K
BOKFBOK Financial Corp.
$83K
BKUBankUnited, Inc.
$80K
LLoews Corp.
$79K
4I1Philip Morris International, I
$78K
TRVCCitigroup, Inc.
$77K
JCIJohnson Controls International
$69K
ALGTAllegiant Travel Co.
$68K
SRCLStericycle, Inc.
$68K
WNSNWNS (Holdings) Ltd. ADR
$62K
SJIEURSouth Jersey Industries, Inc.
$62K
RGAReinsurance Group of America,
$60K
GOOGLAlphabet, Inc. (Cl A)
$60K
HUBGHub Group, Inc. (Cl A)
$57K
RNRRenaissanceRe Holdings Ltd.
$53K
AWNAdvance Auto Parts, Inc.
$53K
FLOFlowers Foods, Inc.
$52K
LIVNLivaNova PLC
$52K
ESGREnstar Group Ltd.
$51K
PRGPROG Holdings, Inc.
$46K
FWONALiberty Media Corp. Series C L
$45K
BSXBoston Scientific Corp.
$44K
SANMSanmina-SCI Corp.
$44K
DEIDouglas Emmett, Inc.
$42K
MSFTMicrosoft Corp.
$41K
SPX Flow, Inc.
$41K
PRAProAssurance Corp.
$39K
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