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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 10 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HURC Hurco Cos., Inc. Industrials 70,321.0 $1.1M 0.01% +13K +23.3% $15.45 +9.8%
182 GRBK Green Brick Partners, Inc. Consumer Cyclical 16,702.0 $1.0M 0.01% +1K +9.2% $62.66 +6.2%
183 RAIL FreightCar America, Inc. Industrials 86,401.0 $956K 0.01% +35K +68.8% $11.07 -30.7%
184 ACU Acme United Corp. Consumer Defensive 21,812.0 $879K 0.01% +2K +12.2% $40.31 +7.2%
185 PCYO Pure Cycle Corp. Utilities 75,739.0 $832K 0.00% -4K -4.6% $10.99 -8.1%
186 QURE uniQure N.V. Healthcare 33,333.0 $798K 0.00% $23.93 +2.8%
187 NTIC Northern Technologies Internat Basic Materials 71,421.0 $559K 0.00% -3K -4.5% $7.83 +2.0%
188 IVW iShares S&P 500 Growth ETF 2,775.0 $342K 0.00% NEW $123.26 +10.8%
189 CRWS Crown Crafts, Inc. Consumer Cyclical 106,493.0 $295K 0.00% -5K -4.5% $2.77 -1.3%
190 IWV iShares Russell 3000 ETF 578.0 $224K 0.00% NEW $386.85 +8.7%
Page 10 of 10  ·  190 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%