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Institutional

DIAMOND HILL CAPITAL MANAGEMENT INC

CIK 0001217541
$15.99B
Reported AUM
187
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · DIAMOND HILL CAPITAL MANAGEMENT INC · Q1 2026

AI · grounded in 13F

Diamond Hill Capital Management Inc closed its position in International Paper Co. IP, reducing its holdings by $214.8M. The fund established new positions in Kimberly-Clark Corp. KMB for $226.3M and Carrier Global Corp. CARR for $163.3M. Additionally, the manager accumulated shares of Microsoft Corp. MSFT, increasing its position by 399.8%.

Portfolio · Q1 2026

AIGBERKSHIABTAONCLFANGTXNCOPMSFTCOFWMZTSOther$10.60BDI

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AIGAmerican International Group,$80.20-0.78%7.48%65.99%$645.4M4.04%HELD
2BRK/BBerkshire Hathaway, Inc. (Cl B$609.7M3.81%HELD
3ABTAbbott Laboratories$108.000.68%-12.22%-4.75%$552.2M3.45%HELD
4AONAon PLC (Cl A)$377.16-1.08%8.15%37.46%$480.3M3.00%HELD
5CLColgate-Palmolive Co.$93.490.82%13.82%34.02%$460.8M2.88%HELD
6FANGDiamondback Energy, Inc.$199.134.63%39.78%217.26%$397.2M2.48%HELD
7TXNTexas Instruments, Inc.$271.30-2.08%53.11%62.90%$397.2M2.48%HELD
8COPConocoPhillips$118.063.47%31.49%152.18%$384.9M2.41%HELD
9MSFTMicrosoft Corp.$390.54-0.71%-24.89%34.54%$379.0M2.37%HELD
10COFCapital One Financial Corp.$208.71-1.74%2.08%36.84%$368.5M2.30%HELD
11WMWaste Management, Inc.$236.60-1.17%5.03%64.94%$362.9M2.27%HELD
12ZTSZoetis, Inc. (Cl A)$77.930.54%-45.71%-59.40%$346.1M2.16%HELD
13CRMSalesforce, Inc.$188.383.79%-23.90%-27.44%$335.6M2.10%HELD
14SBACSBA Communications Corp. (Cl A$186.296.49%-20.52%-46.61%$332.9M2.08%HELD
15DISWalt Disney Co.$98.48-0.41%-14.31%-43.98%$306.9M1.92%HELD
16EXRExtra Space Storage, Inc.$152.850.42%14.36%-0.57%$268.6M1.68%HELD
17EQHEquitable Holdings, Inc.$48.35-2.11%-0.27%77.20%$266.9M1.67%HELD
18ADBEAdobe, Inc.$263.435.72%-24.43%-60.40%$260.5M1.63%HELD
19BACBank of America Corp.$61.07-2.48%38.41%67.43%$251.1M1.57%HELD
20UNPUnion Pacific Corp.$292.19-0.77%36.18%50.11%$250.8M1.57%HELD
21SYYSysco Corp.$85.320.14%9.84%22.28%$248.4M1.55%HELD
22COOCooper Cos., Inc.$73.061.39%3.09%-35.14%$243.0M1.52%HELD
23RRXRegal Rexnord Corp.$187.60-7.55%37.18%49.25%$242.0M1.51%HELD
24KMBKimberly-Clark Corp.$113.210.11%-9.20%-0.63%$226.3M1.42%HELD
25AMZNAmazon.com, Inc.$226.65-1.82%5.54%30.60%$218.0M1.36%HELD
26LHLabcorp Holdings, Inc.$307.15-2.25%21.43%26.87%$203.9M1.28%HELD
27LHXL3Harris Technologies, Inc.$297.53-2.51%9.71%42.38%$196.9M1.23%HELD
28VVisa, Inc. (Cl A)$368.730.58%9.62%67.02%$185.4M1.16%HELD
29EQTEQT Corp.$52.571.76%-0.14%201.73%$179.2M1.12%HELD
30GISGeneral Mills, Inc.$37.920.72%-16.93%-19.52%$178.4M1.12%HELD
31TMOThermo Fisher Scientific, Inc.$576.460.01%$177.3M1.11%HELD
32WIXWix.com Ltd.$61.224.56%$175.2M1.10%HELD
33MDTMedtronic PLC$87.540.76%$171.9M1.08%HELD
34PFEPfizer, Inc.$25.15-0.40%$171.5M1.07%HELD
35MLMMartin Marietta Materials, Inc$569.66-2.40%$170.2M1.06%HELD
36ACNAccenture PLC (Cl A)$173.175.17%$169.5M1.06%HELD
37METMetLife, Inc.$97.02-0.48%$166.1M1.04%HELD
38DEDeere & Co.$610.95-4.52%$163.3M1.02%HELD
39CARRCarrier Global Corp.$59.92-5.13%$163.3M1.02%HELD
40FERGFerguson Enterprises, Inc.$226.20-2.51%$159.5M1.00%HELD
41SOLVSolventum Corp.$88.552.76%$158.0M0.99%HELD
42NUENucor Corp.$256.02-3.61%$156.8M0.98%HELD
43SBUXStarbucks Corp.$104.141.01%$148.3M0.93%HELD
44BLDRBuilders FirstSource, Inc.$67.76-8.03%$145.2M0.91%HELD
45FDXFedEx Corp.$308.61-1.29%$141.1M0.88%HELD
46DOVDover Corp.$197.99-2.51%$141.1M0.88%HELD
47NVRNVR, Inc.$6381.79-1.38%$139.4M0.87%HELD
48SSNCSS&C Technologies Holdings, In$78.310.53%$136.5M0.85%HELD
49KEYKeyCorp$22.18-1.99%$125.6M0.79%HELD
50GMGeneral Motors Co.$89.40-1.00%$110.5M0.69%HELD
51KMXCarMax, Inc.$59.110.39%$102.7M0.64%HELD
52RRRRed Rock Resorts, Inc. (Cl A)$65.61-0.79%$100.9M0.63%HELD
53TSMTaiwan Semiconductor Manufactu$374.67-4.50%$100.0M0.63%HELD
54ASHAshland, Inc.$72.847.10%$97.3M0.61%HELD
55GOOGLAlphabet, Inc. (Cl A)$336.710.90%$92.6M0.58%HELD
56CCitigroup, Inc.$127.13-4.03%$85.7M0.54%HELD
57METAMeta Platforms, Inc. (Cl A)$585.61-1.31%$83.9M0.52%HELD
58POSTPost Holdings, Inc.$97.533.40%$80.7M0.50%HELD
59HIIHuntington Ingalls Industries,$280.40-6.50%$77.8M0.49%HELD
60ARAntero Resources Corp.$35.143.72%$72.4M0.45%HELD
61CUBECubeSmart$42.43-0.16%$69.3M0.43%HELD
62VRSNVeriSign, Inc.$290.923.48%$62.0M0.39%HELD
63PHParker-Hannifin Corp.$951.07-4.03%$61.1M0.38%HELD
64RKTRocket Cos., Inc. (Cl A)$13.70-2.00%$59.0M0.37%HELD
65BAHBooz Allen Hamilton Holding Co$70.17-4.13%$55.9M0.35%HELD
66CMPRCimpress PLC$97.62-2.50%$53.0M0.33%HELD
67HUMHumana, Inc.$365.41-5.99%$48.6M0.30%HELD
68RHPRyman Hospitality Properties,$135.57-0.31%$47.7M0.30%HELD
69WCCWESCO International, Inc.$309.36-6.44%$47.3M0.30%HELD
70MAAMid-America Apartment Communit$137.381.28%$45.4M0.28%HELD
71SSentinelOne, Inc. (Cl A)$18.520.98%$44.2M0.28%HELD
72UGIUGI Corp.$36.72-0.60%$43.9M0.27%HELD
73ESABESAB Corp.$86.43-3.08%$43.7M0.27%HELD
74LPLALPL Financial Holdings, Inc.$337.78-1.35%$41.1M0.26%HELD
75ILMNIllumina, Inc.$194.820.95%$41.0M0.26%HELD
76TFXTeleflex, Inc.$134.650.34%$41.0M0.26%HELD
77WTWWillis Towers Watson PLC$315.93-0.07%$38.7M0.24%HELD
78WAYWaystar Holding Corp.$24.523.50%$38.7M0.24%HELD
79RVTYRevvity, Inc.$113.371.67%$37.7M0.24%HELD
80TFCTruist Financial Corp.$52.31-1.28%$37.4M0.23%HELD
81FCNFTI Consulting, Inc.$170.421.98%$36.2M0.23%HELD
82GTESGates Industrial Corp. PLC$24.92-5.68%$34.7M0.22%HELD
83FBINFortune Brands Innovations, In$49.12-3.86%$34.0M0.21%HELD
84TRUTransUnion$83.73-0.08%$34.0M0.21%HELD
85FCXFreeport-McMoRan, Inc.$59.99-2.68%$33.6M0.21%HELD
86BRBRBellRing Brands, Inc.$13.29-2.71%$33.4M0.21%HELD
87TFINTriumph Financial, Inc.$75.89-1.54%$32.1M0.20%HELD
88CVXChevron Corp.$191.862.28%$31.9M0.20%HELD
89HIGHartford Insurance Group, Inc.$145.681.58%$31.3M0.20%HELD
90TDYTeledyne Technologies, Inc.$631.35-2.82%$31.1M0.19%HELD
91GDDYGoDaddy, Inc. (Cl A)$105.102.12%$30.4M0.19%HELD
92ITGartner, Inc.$165.656.29%$29.6M0.18%HELD
93STZConstellation Brands, Inc. (Cl$131.75-0.20%$29.1M0.18%HELD
94FWONKLiberty Media Corp. Series C L$101.890.68%$28.7M0.18%HELD
95FISFidelity National Information$46.814.18%$27.1M0.17%HELD
96CTRACoterra Energy, Inc.$26.1M0.16%HELD
97WBSWebster Financial Corp.$75.85-1.61%$26.0M0.16%HELD
98TTCToro Co.$92.34-3.14%$25.5M0.16%HELD
99ICLRICON PLC$178.18-1.14%$24.4M0.15%HELD
100KNFKnife River Corp.$76.22-3.52%$24.1M0.15%HELD
101LAMRLamar Advertising Co. (Cl A)$23.1M0.14%HELD
102CIENCiena Corp.$22.7M0.14%HELD
103RNRRenaissanceRe Holdings Ltd.$22.1M0.14%HELD
104TJXTJX Cos., Inc.$21.5M0.13%HELD
105TGBTaseko Mines Ltd.$20.7M0.13%HELD
106LEALear Corp.$20.3M0.13%HELD
107RTORentokil Initial PLC ADR$20.0M0.12%HELD
108PRGOPerrigo Co. PLC$19.9M0.12%HELD
109DDominion Energy, Inc.$18.7M0.12%HELD
110JCIJohnson Controls International$17.8M0.11%HELD
111INVHInvitation Homes, Inc.$17.4M0.11%HELD
112BROBrown & Brown, Inc.$16.9M0.11%HELD
113IACIAC, Inc.$15.5M0.10%HELD
114DHLXDiamond Hill Large Cap Concent$14.9M0.09%HELD
115BDXBecton, Dickinson and Co.$14.7M0.09%HELD
116AVTRAvantor, Inc.$13.9M0.09%HELD
117MLABMesa Laboratories, Inc.$13.7M0.09%HELD
118HCAHCA Healthcare, Inc.$13.5M0.08%HELD
119DCODucommun, Inc.$13.5M0.08%HELD
120ASTHAstrana Health, Inc.$13.3M0.08%HELD
121REXRRexford Industrial Realty, Inc$12.7M0.08%HELD
122IGICInternational General Insuranc$12.1M0.08%HELD
123OZKBank OZK$11.9M0.07%HELD
124PNFPPinnacle Financial Partners, I$11.1M0.07%HELD
125MGYMagnolia Oil & Gas Corp. (Cl A$10.3M0.06%HELD
126AREAlexandria Real Estate Equitie$10.2M0.06%HELD
127ULTAUlta Beauty, Inc.$10.2M0.06%HELD
128GNRCGenerac Holdings, Inc.$9.7M0.06%HELD
129BSXBoston Scientific Corp.$9.4M0.06%HELD
130FHNFirst Horizon Corp.$9.3M0.06%HELD
131VTRVentas, Inc.$9.2M0.06%HELD
132GHMGraham Corp.$8.6M0.05%HELD
133ODCOil-Dri Corp. of America$8.5M0.05%HELD
134USLMUnited States Lime & Minerals,$8.5M0.05%HELD
135AVNSAvanos Medical, Inc.$8.0M0.05%HELD
136UFPTUFP Technologies, Inc.$8.0M0.05%HELD
137MGMMGM Resorts International$7.9M0.05%HELD
138FIPFTAI Infrastructure, Inc.$7.7M0.05%HELD
139ERIIEnergy Recovery, Inc.$6.8M0.04%HELD
140CSRCenterspace$6.5M0.04%HELD
141UTZUTZ Brands, Inc. (Cl A)$6.2M0.04%HELD
142PALProficient Auto Logistics, Inc$5.9M0.04%HELD
143MAMAMama's Creations, Inc.$5.9M0.04%HELD
144ALGTAllegiant Travel Co.$5.9M0.04%HELD
145IWDiShares Russell 1000 Value ETF$5.7M0.04%HELD
146LOBLive Oak Bancshares, Inc.$5.6M0.04%HELD
147MSMorgan Stanley$5.5M0.03%HELD
148TTAMTitan America SA$5.3M0.03%HELD
149THRThermon Group Holdings, Inc.$5.1M0.03%HELD
150CURBCurbline Properties Corp.$4.8M0.03%HELD
151CMTCore Molding Technologies, Inc$4.4M0.03%HELD
152STRWStrawberry Fields REIT, Inc.$3.9M0.02%HELD
153MYFWFirst Western Financial, Inc.$3.9M0.02%HELD
154PESIPerma-Fix Environmental Servic$3.8M0.02%HELD
155NVSNovartis AG ADR$3.8M0.02%HELD
156BBCPConcrete Pumping Holdings, Inc$3.3M0.02%HELD
157ALNTAllient, Inc.$3.2M0.02%HELD
158LYTSLSI Industries, Inc.$3.0M0.02%HELD
159CNHCNH Industrial NV$2.9M0.02%HELD
160TRNSTranscat, Inc.$2.9M0.02%HELD
161AZZAZZ, Inc.$2.8M0.02%HELD
162SAMGSilvercrest Asset Management G$2.6M0.02%HELD
163MVBFMVB Financial Corp.$2.2M0.01%HELD
164CCSCentury Communities, Inc.$2.1M0.01%HELD
165SPOTSpotify Technology SA$1.9M0.01%HELD
166ASURAsure Software, Inc.$1.9M0.01%HELD
167AEOAmerican Eagle Outfitters, Inc$1.6M0.01%HELD
168KNKnowles Corp.$1.6M0.01%HELD
169HLIOHelios Technologies, Inc.$1.5M0.01%HELD
170AUPHAurinia Pharmaceuticals, Inc.$1.4M0.01%HELD
171LEUCentrus Energy Corp. (Cl A)$1.3M0.01%HELD
172RCKYRocky Brands, Inc.$1.2M0.01%HELD
173HDBHDFC Bank Ltd. ADR$1.1M0.01%HELD
174ALOTAstroNova, Inc.$1.1M0.01%HELD
175JOUTJohnson Outdoors, Inc. (Cl A)$1.1M0.01%HELD
176HURCHurco Cos., Inc.$1.0M0.01%HELD
177KOPNKopin Corp.$866K0.01%HELD
178ACUAcme United Corp.$849K0.01%HELD
179GRBKGreen Brick Partners, Inc.$804K0.01%HELD
180MLRMiller Industries, Inc.$757K0.00%HELD
181BOKFBOK Financial Corp.$637K0.00%HELD
182PCYOPure Cycle Corp.$635K0.00%HELD
183ONDSOndas, Inc.$574K0.00%HELD
184RAILFreightCar America, Inc.$574K0.00%HELD
185QUREuniQure N.V.$545K0.00%HELD
186NTICNorthern Technologies Internat$524K0.00%HELD
187CRWSCrown Crafts, Inc.$255K0.00%HELD

Source: SEC EDGAR · accession 0001217541-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.