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Portfolio (Quarterly) Guide ↗

DIAMOND HILL CAPITAL MANAGEMENT INC

· CIK 0001217541
13F Portfolio $19.5B AUM 190 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 67 Added 99 Reduced 9 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RCKY Rocky Brands, Inc. Consumer Cyclical 81,695.0 $2.4M 0.01% +3K +3.9% $29.33 +21.9%
62 OEC Orion S.A. Basic Materials 332,594.0 $1.8M 0.01% +25K +8.2% $5.28 +33.0%
63 RMNI Rimini Street, Inc. (Cl A) Technology 316,013.0 $1.2M 0.01% +24K +8.1% $3.88 -6.4%
64 HURC Hurco Cos., Inc. Industrials 70,321.0 $1.1M 0.01% +13K +23.3% $15.45 +10.8%
65 GRBK Green Brick Partners, Inc. Consumer Cyclical 16,702.0 $1.0M 0.01% +1K +9.2% $62.66 +5.9%
66 RAIL FreightCar America, Inc. Industrials 86,401.0 $956K 0.01% +35K +68.8% $11.07 -28.9%
67 ACU Acme United Corp. Consumer Defensive 21,812.0 $879K 0.01% +2K +12.2% $40.31 +4.6%
Page 4 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.4%
Industrials 16.8%
Healthcare 14.1%
Technology 13.3%
Consumer Cyclical 8.1%
Consumer Defensive 8.0%
Energy 5.5%
Real Estate 5.1%
Basic Materials 4.2%
Communication Services 3.2%