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DIAMOND HILL CAPITAL MANAGEMENT INC

SEC Form 13F institutional filer · CIK 0001217541

13F-HR · 82 reported holdings · 2026-03-31

Diamond Hill Capital Management Inc is an asset manager.

Reported long-US-equity value

$13.21B

Top-10 concentration

35.4%

DIAMOND HILL CAPITAL MANAGEMENT INC — $13.2B AUM allocation strategy

DIAMOND HILL CAPITAL MANAGEMENT INC files SEC Form 13F and reports $13.2B of long US equity value across 82 reported holdings for 2026-03-31.

Its largest sector bet is Financials 17.8%, followed by Information Technology 10.4% and Health Care 6.8%.

The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

DIAMOND HILL CAPITAL MANAGEMENT INC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$13.2B

total across 82 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

35% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$MSFT$EQT$SOLV

+$MSFT +819K sh · +$280M+$EQT +788K sh · +$70.5M+$SOLV +311K sh · −$9.08M

Biggest trims (shares)

$KEY$PFE$AIG

−$KEY −4.45M sh · −$95.5M−$PFE −3.33M sh · −$63.5M−$AIG −2.24M sh · −$280M

Added from nil (new positions)

$KMB$CARR$IT$MGM

4 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$IP$PGR$L$KKR$AXP

$IP ($215M last qtr)$PGR ($21.3M last qtr)$L ($10.1M last qtr)$KKR ($6.46M last qtr)$AXP ($4.85M last qtr)

Sector allocation (share of reported value)

Financials 18%Information Technology 10%Health Care 7%Energy 6%Consumer Staples 5%Industrials 5%Real Estate 5%Communication Services 2%Other holdings 42%SECTORS
  • $XLFFinancials17.8%
  • $XLKInformation Technology10.4%
  • $XLVHealth Care6.8%
  • $XLEEnergy5.9%
  • $XLPConsumer Staples5.4%
  • $XLIIndustrials4.6%
  • $XLREReal Estate4.6%
  • $XLCCommunication Services2.3%
  • Other holdings42.2%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Oil & Gas Exploration & Production 6%Multi-line Insurance 5%Multi-Sector Holdings 5%Application Software 5%Health Care Equipment 4%Insurance Brokers 4%Household Products 3%Semiconductors 3%Other holdings 66%INDUSTRIES
  • Oil & Gas Exploration & Production5.9%
  • Multi-line Insurance4.9%
  • Multi-Sector Holdings4.6%
  • Application Software4.5%
  • Health Care Equipment4.2%
  • Insurance Brokers3.6%
  • Household Products3.5%
  • Semiconductors3.0%
  • Other holdings65.8%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$AIGAmerican International Group Inc. New8.58M$645M-2.24M4.9%
$BRK.BBerkshire Hathaway Inc.-Class B1.27M$610M-257K4.6%
$ABTAbbott Laboratories5.38M$552M+209K4.2%
$AONAon plc1.49M$480M-108K3.6%
$CLColgate-Palmolive Company5.41M$461M-1.83M3.5%
$FANGDiamondback Energy Inc2.01M$397M-543K3.0%
$TXNTexas Instruments Incorporated2.05M$397M-1.18M3.0%
$COPConocoPhillips2.92M$385M-1.24M2.9%
$MSFTMicrosoft Corporation1.02M$379M+819K2.9%
$COFCapital One Financial Corporation2.02M$368M-468K2.8%

…and 72 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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