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DIAMOND HILL CAPITAL MANAGEMENT INC

Q4 2024 · 13F-HR

DIAMOND HILL CAPITAL MANAGEMENT INCholdings as filed

Filed 2025-02-10 · accession 0001217541-25-000006

$22.65B
Reported value
177
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
026874784AIGAmerican International Group,$1.03B4.55%14,147,050CommonSOLE
002824100ABTAbbott Laboratories$741.0M3.27%6,551,533CommonSOLE
084670702BRK/BBerkshire Hathaway, Inc. (Cl B$710.9M3.14%1,568,426CommonSOLE
060505104BACBank of America Corp.$677.7M2.99%15,420,316CommonSOLE
20825C104COPConocoPhillips$633.6M2.80%6,388,580CommonSOLE
882508104TXNTexas Instruments, Inc.$633.5M2.80%3,378,371CommonSOLE
37045V100GMGeneral Motors Co.$592.5M2.62%11,122,606CommonSOLE
871829107SYYSysco Corp.$551.0M2.43%7,206,978CommonSOLE
78467J100SSNCSS&C Technologies Holdings, In$513.0M2.27%6,769,969CommonSOLE
143130102KMXCarMax, Inc.$508.7M2.25%6,221,688CommonSOLE
717081103PFEPfizer, Inc.$494.1M2.18%18,623,356CommonSOLE
25278X109FANGDiamondback Energy, Inc.$461.6M2.04%2,817,554CommonSOLE
758750103RRXRegal Rexnord Corp.$451.2M1.99%2,908,349CommonSOLE
504922105LHLabcorp Holdings, Inc.$451.1M1.99%1,967,099CommonSOLE
G0403H108AONAon PLC (Cl A)$448.1M1.98%1,247,736CommonSOLE
40412C101HCAHCA Healthcare, Inc.$443.1M1.96%1,476,154CommonSOLE
907818108UNPUnion Pacific Corp.$431.2M1.90%1,890,942CommonSOLE
023135106AMZNAmazon.com, Inc.$412.2M1.82%1,878,642CommonSOLE
075887109BDXBecton, Dickinson and Co.$404.5M1.79%1,782,894CommonSOLE
94106L109WMWaste Management, Inc.$391.4M1.73%1,939,638CommonSOLE
78410G104SBACSBA Communications Corp. (Cl A$379.3M1.67%1,861,091CommonSOLE
550021109LULUlululemon athletica inc.$370.1M1.63%967,710CommonSOLE
194162103CLColgate-Palmolive Co.$348.7M1.54%3,835,863CommonSOLE
87612E106TGTTarget Corp.$346.4M1.53%2,562,691CommonSOLE
149123101CATCaterpillar, Inc.$338.3M1.49%932,467CommonSOLE
G5960L103MDTMedtronic PLC$334.8M1.48%4,191,837CommonSOLE
30225T102EXRExtra Space Storage, Inc.$325.0M1.44%2,172,685CommonSOLE
493267108KEYKeyCorp$322.9M1.43%18,837,918CommonSOLE
631103108NDAQNasdaq, Inc.$318.8M1.41%4,123,604CommonSOLE
244199105DEDeere & Co.$317.5M1.40%749,329CommonSOLE
416515104HIGHartford Financial Services Gr$314.0M1.39%2,870,646CommonSOLE
92826C839VVisa, Inc. (Cl A)$312.6M1.38%989,265CommonSOLE
31488V107FERGFerguson Enterprises, Inc.$312.3M1.38%1,799,055CommonSOLE
502431109LHXL3Harris Technologies, Inc.$306.3M1.35%1,456,620CommonSOLE
35671D857FCXFreeport-McMoRan, Inc.$299.8M1.32%7,872,974CommonSOLE
855244109SBUXStarbucks Corp.$297.3M1.31%3,257,716CommonSOLE
12008R107BLDRBuilders FirstSource, Inc.$277.8M1.23%1,943,439CommonSOLE
62944T105NVRNVR, Inc.$268.4M1.19%32,817CommonSOLE
701094104PHParker-Hannifin Corp.$255.5M1.13%401,682CommonSOLE
573284106MLMMartin Marietta Materials, Inc$244.6M1.08%473,632CommonSOLE
25746U109DDominion Energy, Inc.$242.6M1.07%4,504,329CommonSOLE
949746101WMT2Wells Fargo & Co.$232.3M1.03%3,307,143CommonSOLE
460146103IPInternational Paper Co.$227.0M1.00%4,217,245CommonSOLE
437076102HDHome Depot, Inc.$217.1M0.96%558,023CommonSOLE
75700L108RRRRed Rock Resorts, Inc. (Cl A)$196.1M0.87%4,241,003CommonSOLE
95082P105WCCWESCO International, Inc.$193.6M0.85%1,069,718CommonSOLE
G1151C101ACNAccenture PLC (Cl A)$190.6M0.84%541,798CommonSOLE
62482R10707WAMr. Cooper Group, Inc.$186.5M0.82%1,942,176CommonSOLE
00287Y109ABBVAbbVie, Inc.$179.5M0.79%1,010,175CommonSOLE
020002101ALLAllstate Corp.$147.9M0.65%767,242CommonSOLE
737446104POSTPost Holdings, Inc.$144.5M0.64%1,262,168CommonSOLE
194014502ENOVEnovis Corp.$122.5M0.54%2,791,436CommonSOLE
044186104ASHAshland, Inc.$112.0M0.49%1,567,816CommonSOLE
229663109CUBECubeSmart$90.6M0.40%2,114,593CommonSOLE
92343E102VRSNVeriSign, Inc.$87.9M0.39%424,823CommonSOLE
02079K305GOOGLAlphabet, Inc. (Cl A)$79.8M0.35%421,390CommonSOLE
446413106HIIHuntington Ingalls Industries,$79.4M0.35%420,102CommonSOLE
172967424CCitigroup, Inc.$79.0M0.35%1,122,001CommonSOLE
30303M102METAMeta Platforms, Inc. (Cl A)$78.1M0.34%133,384CommonSOLE
127097103CTRACoterra Energy, Inc.$75.6M0.33%2,961,929CommonSOLE
171779309CIENCiena Corp.$74.7M0.33%881,131CommonSOLE
594918104MSFTMicrosoft Corp.$72.7M0.32%172,477CommonSOLE
59522J103MAAMid-America Apartment Communit$71.9M0.32%464,922CommonSOLE
513847103MZTILancaster Colony Corp.$71.7M0.32%413,838CommonSOLE
G98196101W9N0WNS (Holdings) Ltd.$65.1M0.29%1,373,427CommonSOLE
947890109WBSWebster Financial Corp.$64.9M0.29%1,175,223CommonSOLE
G39108108GTESGates Industrial Corp. PLC$64.1M0.28%3,117,470CommonSOLE
78377T107RHPRyman Hospitality Properties,$59.5M0.26%570,544CommonSOLE
902653104UDRUDR, Inc.$54.8M0.24%1,263,301CommonSOLE
521865204LEALear Corp.$53.4M0.24%563,930CommonSOLE
90384S303ULTAUlta Beauty, Inc.$51.4M0.23%118,135CommonSOLE
17888H103CIVICivitas Resources, Inc.$51.4M0.23%1,119,953CommonSOLE
531229755FWONKLiberty Media Corp. Series C L$49.9M0.22%538,610CommonSOLE
874039100TSMTaiwan Semiconductor Manufactu$48.6M0.21%246,270CommonSOLE
G97822103PRGOPerrigo Co. PLC$48.4M0.21%1,883,483CommonSOLE
53803X105LOBLive Oak Bancshares, Inc.$48.4M0.21%1,224,126CommonSOLE
G4705A100ICLRICON PLC$47.7M0.21%227,386CommonSOLE
879369106TFXTeleflex, Inc.$46.7M0.21%262,364CommonSOLE
31846B108FAFirst Advantage Corp.$46.0M0.20%2,454,510CommonSOLE
G2143T103CMPRCimpress PLC$42.5M0.19%592,195CommonSOLE
101137107BSXBoston Scientific Corp.$42.3M0.19%473,696CommonSOLE
011659109ALKAlaska Air Group, Inc.$41.7M0.18%644,701CommonSOLE
166764100CVXChevron Corp.$41.2M0.18%284,324CommonSOLE
29605J106ESABESAB Corp.$40.7M0.18%339,495CommonSOLE
754907103RYNRayonier, Inc.$39.0M0.17%1,496,049CommonSOLE
380237107GDDYGoDaddy, Inc. (Cl A)$38.8M0.17%196,385CommonSOLE
902681105UGIUGI Corp.$38.4M0.17%1,358,902CommonSOLE
31620M106FISFidelity National Information$38.1M0.17%472,111CommonSOLE
45674M101INFA1EURInformatica, Inc. (Cl A)$36.2M0.16%1,397,451CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd.$36.0M0.16%144,813CommonSOLE
45778Q107NSPInsperity, Inc.$31.1M0.14%401,108CommonSOLE
06417N103OZKBank OZK$29.8M0.13%669,074CommonSOLE
G3075P101ESGRUSDEnstar Group Ltd.$29.5M0.13%91,627CommonSOLE
879360105TDYTeledyne Technologies, Inc.$29.3M0.13%63,233CommonSOLE
G51502105JCIJohnson Controls International$26.8M0.12%339,513CommonSOLE
254687106DISWalt Disney Co.$26.6M0.12%238,544CommonSOLE
860630102SFStifel Financial Corp.$24.4M0.11%230,138CommonSOLE
G96629103WTWWillis Towers Watson PLC$24.3M0.11%77,488CommonSOLE
34964C106FBINFortune Brands Innovations, In$24.3M0.11%355,066CommonSOLE
89832Q109TFCTruist Financial Corp.$23.8M0.11%549,004CommonSOLE
01748X102ALGTAllegiant Travel Co.$23.7M0.10%251,757CommonSOLE
29270J100ERIIEnergy Recovery, Inc.$23.6M0.10%1,606,982CommonSOLE
540424108LLoews Corp.$23.5M0.10%277,228CommonSOLE
617446448MSMorgan Stanley$22.8M0.10%181,422CommonSOLE
21036P108STZConstellation Brands, Inc. (Cl$21.8M0.10%98,429CommonSOLE
444859102HUMHumana, Inc.$21.6M0.10%85,294CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$20.8M0.09%112,486CommonSOLE
87161C501SYU1Synovus Financial Corp.$19.5M0.09%381,360CommonSOLE
29415F104NVSTEnvista Holdings Corp.$19.3M0.09%998,612CommonSOLE
G8060N102STSensata Technologies Holding P$19.1M0.08%696,496CommonSOLE
91879Q109MTNVail Resorts, Inc.$17.3M0.08%92,344CommonSOLE
320517105FHNFirst Horizon Corp.$16.3M0.07%810,452CommonSOLE
743312100PRGSProgress Software Corp.$16.3M0.07%250,472CommonSOLE
872540109TJXTJX Cos., Inc.$16.2M0.07%134,416CommonSOLE
83444M101SOLVSolventum Corp.$15.9M0.07%240,891CommonSOLE
070830104BBWIBath & Body Works, Inc.$15.3M0.07%394,484CommonSOLE
76169C100REXRRexford Industrial Realty, Inc$14.4M0.06%372,886CommonSOLE
19247G107COHRCoherent Corp.$14.2M0.06%149,603CommonSOLE
20030N101CMCSAComcast Corp. (Cl A)$13.6M0.06%363,204CommonSOLE
115236101BROBrown & Brown, Inc.$13.0M0.06%127,846CommonSOLE
48251W104KKRKKR & Co, Inc.$13.0M0.06%87,688CommonSOLE
89679E300TFINTriumph Financial, Inc.$13.0M0.06%142,670CommonSOLE
559663109MGYMagnolia Oil & Gas Corp. (Cl A$12.1M0.05%518,417CommonSOLE
92343V104VZVerizon Communications, Inc.$12.1M0.05%302,405CommonSOLE
513272104LWLamb Weston Holdings, Inc.$10.9M0.05%163,295CommonSOLE
42328H109HLIOHelios Technologies, Inc.$10.3M0.05%231,675CommonSOLE
264147109DCODucommun, Inc.$10.3M0.05%161,985CommonSOLE
11133T103BRBroadridge Financial Solutions$10.0M0.04%44,449CommonSOLE
M22465104CHKPCheck Point Software Technolog$9.4M0.04%50,395CommonSOLE
50212V100LPLALPL Financial Holdings, Inc.$8.9M0.04%27,408CommonSOLE
677864100ODCOil-Dri Corp. of America$8.6M0.04%97,880CommonSOLE
384556106GHMGraham Corp.$8.0M0.04%179,940CommonSOLE
15643U104LEUCentrus Energy Corp. (Cl A)$6.9M0.03%103,251CommonSOLE
911922102USLMUnited States Lime & Minerals,$6.8M0.03%51,161CommonSOLE
35953C106FIPFTAI Infrastructure Incorporat$5.9M0.03%817,910CommonSOLE
G3730V105FTAIFTAI Aviation Ltd.$5.2M0.02%35,887CommonSOLE
03763A207ASTHAstrana Health, Inc.$5.0M0.02%159,211CommonSOLE
05561Q201BOKFBOK Financial Corp.$4.9M0.02%45,992CommonSOLE
206704108BBCPConcrete Pumping Holdings, Inc$4.7M0.02%701,941CommonSOLE
019330109ALNTAllient, Inc.$4.7M0.02%191,537CommonSOLE
G4809J106IGICInternational General Insuranc$4.5M0.02%190,563CommonSOLE
40415F101HDBHDFC Bank Ltd. ADR$4.3M0.02%67,301CommonSOLE
600551204MLRMiller Industries, Inc.$3.8M0.02%57,767CommonSOLE
876511106TGBTaseko Mines Ltd.$3.5M0.02%1,812,797CommonSOLE
59064R109MLABMesa Laboratories, Inc.$3.5M0.02%26,634CommonSOLE
714157203PESIPerma-Fix Environmental Servic$3.5M0.02%315,517CommonSOLE
L72967109OECOrion S.A.$3.5M0.02%220,184CommonSOLE
L8681T102SPOTSpotify Technology SA$3.4M0.02%7,685CommonSOLE
128030202CALMCal-Maine Foods, Inc.$3.3M0.01%32,395CommonSOLE
56146T103MAMAMama's Creations, Inc.$3.3M0.01%410,432CommonSOLE
902673102UFPTUFP Technologies, Inc.$3.2M0.01%13,192CommonSOLE
33751L105MYFWFirst Western Financial, Inc.$3.0M0.01%154,878CommonSOLE
66987V109NVSNovartis AG ADR$3.0M0.01%30,715CommonSOLE
774515100RCKYRocky Brands, Inc.$2.6M0.01%113,958CommonSOLE
218683100CMTCore Molding Technologies, Inc$2.6M0.01%154,604CommonSOLE
25960R105PLOWDouglas Dynamics, Inc.$2.3M0.01%97,871CommonSOLE
828359109SAMGSilvercrest Asset Management G$2.3M0.01%125,695CommonSOLE
74317M104PALProficient Auto Logistics, Inc$2.0M0.01%253,030CommonSOLE
88362T103THRThermon Group Holdings, Inc.$2.0M0.01%68,201CommonSOLE
23128Q101CURBCurbline Properties Corp.$1.9M0.01%81,966CommonSOLE
N20944109CNHCNH Industrial NV$1.9M0.01%166,844CommonSOLE
68236H204ONDSOndas Holdings, Inc.$1.6M0.01%614,291CommonSOLE
156504300CCSCentury Communities, Inc.$1.4M0.01%18,783CommonSOLE
G0457F107ARCOArcos Dorados Holdings, Inc. ($1.3M0.01%184,039CommonSOLE
N90064101QUREuniQure N.V.$1.2M0.01%67,320CommonSOLE
04638F108ALOTAstroNova, Inc.$1.0M0.00%83,544CommonSOLE
G2519Y108BAPCredicorp Ltd.$998,7270.00%5,448CommonSOLE
665809109NTICNorthern Technologies Internat$961,2700.00%71,258CommonSOLE
811543107SEBSeaboard Corp.$911,1230.00%375CommonSOLE
392709101GRBKGreen Brick Partners, Inc.$853,9590.00%15,117CommonSOLE
76674Q107RMNIRimini Street, Inc. (Cl A)$813,8850.00%304,826CommonSOLE
746228303PCYOPure Cycle Corp.$810,0740.00%63,886CommonSOLE
893529107TRNSTranscat, Inc.$649,5610.00%6,143CommonSOLE
05156V102AUPHAurinia Pharmaceuticals, Inc.$629,4890.00%70,099CommonSOLE
004816104ACUAcme United Corp.$522,8440.00%14,006CommonSOLE
228309100CRWSCrown Crafts, Inc.$478,8540.00%106,887CommonSOLE
479167108JOUTJohnson Outdoors, Inc. (Cl A)$291,7860.00%8,842CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.