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Diamond Hill Capital
Portfolio: Top Holdings & Stock Picks

Diamond Hill Capital Management INC

Value Investing

Diamond Hill Capital (Diamond Hill Capital Management INC) disclosed 186 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $21.06 B billion and a turnover rate of 8.9%.

Portfolio Value
$21.06 B
Total Holdings
186
Latest Filing
Q3 2025
Nov 05, 2025
Turnover Rate
8.92%

Diamond Hill Capital Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
AIG
12.11 M $951.23 M 4.52% 6.7 Years +4.30%
1.77 M $891.17 M 4.23% 9.7 Years +12.77%
ABT
5.6 M $750.54 M 3.56% >10 Years -5.23%
CL
8.08 M $645.72 M 3.07% 0.75 Years +46.74%
TXN
3.27 M $600.9 M 2.85% 7.5 Years -8.19%
COF
2.82 M $599.38 M 2.85% 0.5 Years -3.13%
AON
1.56 M $557.63 M 2.65% 1 Years -0.68%
SYY
6.34 M $522.31 M 2.48% 1.5 Years -9.69%
COP
5.12 M $484.41 M 2.30% 3.5 Years -5.77%
LH
1.64 M $471.42 M 2.24% 1.3 Years -9.94%

Recent Moves

Significant New Position
+2.69 M Shares | +$394.01 M Value
Continues to build a major stake in the Healthcare sector
Q3 2025
Added to Core Holding
+2.57 M Shares | +$205.67 M Value
Largest position increase in Consumer Staples sector
Q3 2025
Reduced Exposure to Position
-1.12 M Shares | -$198.58 M Value
Significant reduction in holdings of Consumer Discretionary
Q3 2025
Complete Exit
-2.27 M Shares | -$223.83 M Value
Cleared TGT, sector remains in portfolio
Q3 2025

Diamond Hill Capital's Historical Top Holdings Breakdown

Portfolio Date:

Diamond Hill Capital Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
ZTS
09/30/2025 New Buy 2.69 M 2.69 M $394.01 M
TMO
09/30/2025 New Buy 499,940 499,940 $242.48 M
TGT
09/30/2025 Sold Out 2.27 M -2.27 M $223.83 M
CL
09/30/2025 Add 46.7% 8.08 M 2.57 M $205.67 M
09/30/2025 Reduce -92.5% 89,940 -1.12 M $198.58 M
FDX
09/30/2025 New Buy 729,231 729,231 $171.96 M
PFE
09/30/2025 Reduce -38.2% 10.92 M -6.74 M $171.74 M
CAT
09/30/2025 Reduce -42.5% 458,542 -338,657 $161.59 M
09/30/2025 Reduce -64.9% 898,678 -1.66 M $146.74 M
09/30/2025 Reduce -28.7% 1.54 M -620,941 $139.45 M

Diamond Hill Capital's Sector Breakdowns

Portfolio Date:

About Diamond Hill Capital

Diamond Hill Capital Management is an independent investment management firm headquartered in Columbus, Ohio. Founded by Ric Dillon, the firm is known for its strict adherence to a disciplined, intrinsic value-based investment philosophy. They offer a range of equity and fixed income strategies to institutional and individual clients, all grounded in the same core valuation principles.

Frequently Asked Questions

As of 2025-09-30, Diamond Hill Capital holds 186 stocks. Top positions include AIG, BRK.B, ABT, CL, TXN. For full portfolio details, please visit Diamond Hill Capital’s portfolio.

In Q3 2025, Diamond Hill Capital’s largest purchase by dollar amount was ZTS. For complete transaction details, please visit Diamond Hill Capital’s portfolio.

According to the 13F filing for Q3 2025, Diamond Hill Capital increased their stake in CL.

Diamond Hill Capital’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.