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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

DIAMOND HILL CAPITAL MANAGEMENT INC

Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001217541-25-000016

Total Value
$21.06B
Positions
186
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (186)

#IssuerTicker / CUSIPSharesValue% of Filing
1American International Group,02687478412,111,405$951.2M4.52%
2Berkshire Hathaway, Inc. (Cl BBRK-A1,772,621$891.2M4.23%
3Abbott LaboratoriesABLZF5,603,583$750.5M3.56%
4Colgate-Palmolive Co.CL8,077,549$645.7M3.07%
5Texas Instruments, Inc.8825081043,270,550$600.9M2.85%
6Capital One Financial Corp.14040H1052,819,563$599.4M2.85%
7Aon PLC (Cl A)AON1,563,821$557.6M2.65%
8Sysco Corp.SYY6,343,339$522.3M2.48%
9ConocoPhillipsCOP5,121,115$484.4M2.30%
10Labcorp Holdings, Inc.LH1,642,241$471.4M2.24%
11Waste Management, Inc.94106L1091,881,975$415.6M1.97%
12Bank of America Corp.0605051047,980,895$411.7M1.95%
13Union Pacific Corp.UNP1,719,546$406.4M1.93%
14Zoetis, Inc. (Cl A)ZTS2,692,799$394.0M1.87%
15Salesforce, Inc.CRM1,652,568$391.7M1.86%
16General Motors Co.37045V1006,412,719$391.0M1.86%
17Diamondback Energy, Inc.FANG2,701,053$386.5M1.83%
18General Mills, Inc.3703341047,628,421$384.6M1.83%
19Regal Rexnord Corp.RRX2,584,884$370.8M1.76%
20Walt Disney Co.2546871063,205,844$367.1M1.74%
21Martin Marietta Materials, Inc573284106581,935$366.8M1.74%
22Adobe, Inc.ADBE1,024,473$361.4M1.72%
23SBA Communications Corp. (Cl ASBAC1,855,329$358.7M1.70%
24Ferguson Enterprises, Inc.FERG1,541,877$346.3M1.64%
25L3Harris Technologies, Inc.LHX1,123,623$343.2M1.63%
26Extra Space Storage, Inc.EXR2,413,454$340.2M1.61%
27Amazon.com, Inc.AMZN1,513,484$332.3M1.58%
28MetLife, Inc.MET-PF4,001,662$329.6M1.56%
29NVR, Inc.NVR40,118$322.3M1.53%
30SS&C Technologies Holdings, InSSNC3,409,176$302.6M1.44%
31HCA Healthcare, Inc.HCA665,131$283.5M1.35%
32Pfizer, Inc.PFE10,924,267$278.4M1.32%
33Medtronic PLCMDT2,731,405$260.1M1.24%
34International Paper Co.4601461035,485,778$254.5M1.21%
35Starbucks Corp.SBUX2,998,343$253.7M1.20%
36Thermo Fisher Scientific, Inc.TMO499,940$242.5M1.15%
37Nucor Corp.NUE1,685,250$228.2M1.08%
38KeyCorp49326710812,111,347$226.4M1.07%
39Visa, Inc. (Cl A)V654,682$223.5M1.06%
40Caterpillar, Inc.CAT458,542$218.8M1.04%
41CarMax, Inc.KMX4,833,319$216.9M1.03%
42Accenture PLC (Cl A)ACN872,835$215.2M1.02%
43Builders FirstSource, Inc.BLDR1,651,067$200.2M0.95%
44Deere & Co.DE422,819$193.3M0.92%
45FedEx Corp.FDX729,231$172.0M0.82%
46Red Rock Resorts, Inc. (Cl A)RRR2,448,751$149.5M0.71%
47Mr. Cooper Group, Inc.62482R107667,636$140.7M0.67%
48Hartford Insurance Group, Inc.HIG-PG957,730$127.8M0.61%
49Huntington Ingalls Industries,446413106441,832$127.2M0.60%
50WESCO International, Inc.95082P105564,524$119.4M0.57%
51Equitable Holdings, Inc.EQH-PC1,999,742$101.5M0.48%
52Alphabet, Inc. (Cl A)GOOG412,959$100.4M0.48%
53Microsoft Corp.MSFT193,141$100.0M0.47%
54Post Holdings, Inc.POST900,101$96.7M0.46%
55Taiwan Semiconductor Manufactu874039100327,979$91.6M0.43%
56Ciena Corp.CIEN612,861$89.3M0.42%
57Meta Platforms, Inc. (Cl A)META116,484$85.5M0.41%
58Nasdaq, Inc.NDAQ898,678$79.5M0.38%
59Parker-Hannifin Corp.PH101,547$77.0M0.37%
60Citigroup, Inc.C-PR756,106$76.7M0.36%
61VeriSign, Inc.VRSN267,150$74.7M0.35%
62CubeSmartCUBE1,813,777$73.7M0.35%
63Ashland, Inc.ASH1,455,143$69.7M0.33%
64Solventum Corp.SOLV836,106$61.0M0.29%
65Coterra Energy, Inc.CTRA2,466,844$58.3M0.28%
66Gates Industrial Corp. PLCG391081082,120,252$52.6M0.25%
67Mid-America Apartment Communit59522J103367,070$51.3M0.24%
68Cimpress PLCCMPR806,986$50.9M0.24%
69Lear Corp.LEA493,359$49.6M0.24%
70WNS (Holdings) Ltd.G98196101605,521$46.2M0.22%
71Ryman Hospitality Properties,78377T107462,638$41.4M0.20%
72ICON PLCICLR234,440$41.0M0.19%
73Freeport-McMoRan, Inc.FCX1,044,405$41.0M0.19%
74Webster Financial Corp.947890109687,832$40.9M0.19%
75Teleflex, Inc.TFX329,036$40.3M0.19%
76Perrigo Co. PLCPRGO1,797,746$40.0M0.19%
77Liberty Media Corp. Series C LFWONB381,793$39.9M0.19%
78Cooper Cos., Inc.216648501567,243$38.9M0.18%
79UGI Corp.9026811051,148,384$38.2M0.18%
80Civitas Resources, Inc.17888H1031,159,848$37.7M0.18%
81Booz Allen Hamilton Holding CoBAH370,285$37.0M0.18%
82Revvity, Inc.RVTY401,666$35.2M0.17%
83Marzetti Co.MZTI192,511$33.3M0.16%
84Constellation Brands, Inc. (ClSTZ242,171$32.6M0.15%
85Illumina, Inc.ILMN342,957$32.6M0.15%
86RenaissanceRe Holdings Ltd.RNR-PG119,240$30.3M0.14%
87Truist Financial Corp.89832Q109638,436$29.2M0.14%
88Becton, Dickinson and Co.BDX155,916$29.2M0.14%
89Morgan StanleyMS-PQ181,422$28.8M0.14%
90TransUnionTRU341,943$28.6M0.14%
91Teledyne Technologies, Inc.TDY47,461$27.8M0.13%
92Fortune Brands Innovations, InFBIN516,383$27.6M0.13%
93Boston Scientific Corp.BSX278,071$27.1M0.13%
94Fidelity National Information31620M106386,095$25.5M0.12%
95Johnson Controls InternationalG51502105229,914$25.3M0.12%
96GoDaddy, Inc. (Cl A)GDDY184,094$25.2M0.12%
97FTI Consulting, Inc.FCN154,429$25.0M0.12%
98Chevron Corp.CVX152,644$23.7M0.11%
99Willis Towers Watson PLCWTW68,546$23.7M0.11%
100First Advantage Corp.FA1,508,911$23.2M0.11%
101Taseko Mines Ltd.TGB5,378,616$22.8M0.11%
102Dominion Energy, Inc.D349,315$21.4M0.10%
103Humana, Inc.HUM78,989$20.6M0.10%
104Progress Software Corp.743312100464,598$20.4M0.10%
105Antero Resources Corp.AR595,608$20.0M0.09%
106Ulta Beauty, Inc.ULTA36,532$20.0M0.09%
107TJX Cos., Inc.872540109134,416$19.4M0.09%
108ESAB Corp.ESAB168,668$18.8M0.09%
109Stifel Financial Corp.860630102163,097$18.5M0.09%
110Triumph Financial, Inc.TFIN-P361,953$18.1M0.09%
111Coherent Corp.COHR164,911$17.8M0.08%
112Rexford Industrial Realty, Inc76169C100426,840$17.5M0.08%
113Knife River Corp.KNF220,512$17.0M0.08%
114lululemon athletica inc.LULU89,940$16.0M0.08%
115Diamond Hill Large Cap Concent25264S3201,165,305$15.3M0.07%
116Helios Technologies, Inc.HLIO291,228$15.2M0.07%
117Ducommun, Inc.DCO150,302$14.4M0.07%
118Energy Recovery, Inc.ERII894,927$13.8M0.07%
119Loews Corp.L127,599$12.8M0.06%
120Toro Co.TORO167,882$12.8M0.06%
121Alaska Air Group, Inc.ALK254,840$12.7M0.06%
122Synovus Financial Corp.87161C501249,330$12.2M0.06%
123LPL Financial Holdings, Inc.50212V10035,187$11.7M0.06%
124Comcast Corp. (Cl A)CCZ363,204$11.4M0.05%
125First Horizon Corp.FHN-PH493,196$11.2M0.05%
126Ventas, Inc.VTR147,428$10.3M0.05%
127Astrana Health, Inc.ASTH361,264$10.2M0.05%
128UDR, Inc.UDR274,507$10.2M0.05%
129Bank OZKOZKAP196,718$10.0M0.05%
130Graham Corp.GHM182,227$10.0M0.05%
131Generac Holdings, Inc.GNRC57,438$9.6M0.05%
132Bath & Body Works, Inc.BBWI369,452$9.5M0.05%
133KKR & Co, Inc.KKRT67,688$8.8M0.04%
134United States Lime & Minerals,UNTCW65,884$8.7M0.04%
135Mesa Laboratories, Inc.59064R109123,381$8.3M0.04%
136Allegiant Travel Co.ALGT128,956$7.8M0.04%
137Live Oak Bancshares, Inc.LOB-PA222,024$7.8M0.04%
138FTAI Infrastructure IncorporatFIP1,786,946$7.8M0.04%
139Oil-Dri Corp. of America677864100125,054$7.6M0.04%
140Brown & Brown, Inc.BRO79,697$7.5M0.04%
141Century Communities, Inc.156504300107,492$6.8M0.03%
142Allient, Inc.ALNT145,243$6.5M0.03%
143International General InsurancG4809J106273,780$6.4M0.03%
144Proficient Auto Logistics, IncPAL843,499$5.8M0.03%
145HDFC Bank Ltd. ADRHDB158,056$5.4M0.03%
146Mama's Creations, Inc.56146T103509,638$5.4M0.03%
147Centrus Energy Corp. (Cl A)LEU16,380$5.1M0.02%
148Avanos Medical, Inc.AVNS434,661$5.0M0.02%
149Concrete Pumping Holdings, IncBBCP598,716$4.2M0.02%
150Perma-Fix Environmental Servic714157203401,559$4.1M0.02%
151Check Point Software TechnologM2246510419,466$4.0M0.02%
152UTZ Brands, Inc. (Cl A)UTZ327,853$4.0M0.02%
153BOK Financial Corp.05561Q20132,415$3.6M0.02%
154Novartis AG ADRNVSEF27,827$3.6M0.02%
155First Western Financial, Inc.33751L105153,379$3.5M0.02%
156UFP Technologies, Inc.UFPT17,355$3.5M0.02%
157Core Molding Technologies, IncCMT168,101$3.5M0.02%
158Magnolia Oil & Gas Corp. (Cl AMGY133,583$3.2M0.02%
159AZZ, Inc.AZZ27,876$3.0M0.01%
160Titan America SAB9151N105201,295$3.0M0.01%
161American Eagle Outfitters, IncAEO159,336$2.7M0.01%
162Silvercrest Asset Management G828359109172,034$2.7M0.01%
163Curbline Properties Corp.23128Q101119,299$2.7M0.01%
164Thermon Group Holdings, Inc.THR96,455$2.6M0.01%
165CNH Industrial NVN20944109222,906$2.4M0.01%
166Spotify Technology SASPOT3,396$2.4M0.01%
167Rocky Brands, Inc.RCKY78,595$2.3M0.01%
168Orion S.A.OEC307,442$2.3M0.01%
169Strawberry Fields REIT, Inc.STRW185,401$2.3M0.01%
170Asure Software, Inc.ASUR267,759$2.2M0.01%
171Miller Industries, Inc.60055120448,332$2.0M0.01%
172Ondas Holdings, Inc.ONDS252,524$1.9M0.01%
173uniQure N.V.QURE33,333$1.9M0.01%
174Johnson Outdoors, Inc. (Cl A)JOUT47,608$1.9M0.01%
175AstroNova, Inc.ALOT140,739$1.4M0.01%
176Rimini Street, Inc. (Cl A)76674Q107292,313$1.4M0.01%
177Aurinia Pharmaceuticals, Inc.AUPH116,203$1.3M0.01%
178Green Brick Partners, Inc.GRBK-PA15,302$1.1M0.01%
179Hurco Cos., Inc.HURC57,025$992,2350.00%
180Pure Cycle Corp.PCYO79,413$879,1020.00%
181Acme United Corp.00481610419,436$800,3740.00%
182Northern Technologies InternatNTRSO74,810$576,7850.00%
183FreightCar America, Inc.RAIL51,193$500,6680.00%
184Transcat, Inc.TRNS6,254$457,7930.00%
185iShares Russell 1000 Value ETF4642875982,234$454,8200.00%
186Crown Crafts, Inc.CRWS111,545$324,5960.00%