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Diamond Hill Capital’s ERII Holdings & Trades

First Buy
Q4 2021
Duration Held
17 Quarters
Largest Add
Q4 2021
+1.08 M Shares
Current Position
888,358 Shares
$11.98 M Value

Diamond Hill Capital's ERII Position Overview

Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 888,358 shares of Energy Recovery, Inc. (ERII) worth $11.98 M, representing 0.06% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.

Based on 13F filings, Diamond Hill Capital has maintained a strategic position in ERII, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 791,518 shares. Largest reduction occurred in Q1 2025, reducing 422,308 shares.

Analysis based on 13F filings available since 2013 Q2

Diamond Hill Capital's Energy Recovery (ERII) Holding Value Over Time

Track share changes against reported price movement

Quarterly Energy Recovery (ERII) Trades by Diamond Hill Capital

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -6,569 Reduce 0.73% 888,358 $13.49
Q3 2025 -159,686 Reduce 15.14% 894,927 $15.42
Q2 2025 -130,061 Reduce 10.98% 1.05 M $12.78
Q1 2025 -422,308 Reduce 26.28% 1.18 M $15.89
Q4 2024 -314,027 Reduce 16.35% 1.61 M $14.70
Q3 2024 -180,065 Reduce 8.57% 1.92 M $17.39
Q2 2024 -30,398 Reduce 1.43% 2.1 M $13.29
Q1 2024 +521,584 Add 32.40% 2.13 M $15.79
Q4 2023 +245,756 Add 18.02% 1.61 M $18.84
Q3 2023 -92,318 Reduce 6.34% 1.36 M $21.21
Q2 2023 -117,498 Reduce 7.47% 1.46 M $27.95
Q1 2023 -416,724 Reduce 20.93% 1.57 M $23.05
Q4 2022 -102,717 Reduce 4.91% 1.99 M $20.49
Q3 2022 -39,415 Reduce 1.85% 2.09 M $21.74
Q2 2022 +265,154 Add 14.20% 2.13 M $19.42
Q1 2022 +791,518 Add 73.55% 1.87 M $20.14
Q4 2021 +1.08 M New Buy 1.08 M $21.49

Diamond Hill Capital's Energy Recovery Investment FAQs

Diamond Hill Capital first purchased Energy Recovery, Inc. (ERII) in Q4 2021, acquiring 1,076,132 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Diamond Hill Capital has held Energy Recovery, Inc. (ERII) for 17 quarters since Q4 2021.

Diamond Hill Capital's largest addition to Energy Recovery, Inc. (ERII) was in Q4 2021, adding 1,076,132 shares worth $23.13 M.

According to the latest 13F filing for Q4 2025, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 888,358 shares of Energy Recovery, Inc. (ERII), valued at approximately $11.98 M.

As of the Q4 2025 filing, Energy Recovery, Inc. (ERII) represents approximately 0.06% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings.

Diamond Hill Capital's peak holding in Energy Recovery, Inc. (ERII) was 2,132,804 shares, as reported at the end of Q2 2022.