Titelia

Holdings of DIAMOND HILL MID CAP FUND

Diamond Hill Funds · Original filing · Compare with another fund · Report an error

Net assets
71.6M $ including 69.5M $ in equities, 97.1 %
Positions
58 in 4 countries
Top ten
29.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1American International Group Inc 44,6033.4M $4.69 %
2Regal Rexnord Corp 15,8383M $4.14 %
3Post Holdings Inc 23,6412.3M $3.26 %
4Huntington Ingalls Industries, Inc. 5,6872.2M $3.02 %
5Parker-Hannifin Corp 2,1942M $2.74 %
6CubeSmart 47,9991.8M $2.46 %
7Humana Inc 10,0611.7M $2.44 %
8L3Harris Technologies Inc 4,7751.6M $2.30 %
9WESCO International Inc 5,7291.6M $2.19 %
10Red Rock Resorts Inc 28,8601.5M $2.15 %
11SBA Communications Corp 8,8491.5M $2.13 %
12Antero Resources Corp 33,6651.4M $2.00 %
13LPL Financial Holdings Inc 4,6731.4M $1.96 %
14Rocket Cos Inc 97,9331.4M $1.95 %
15Willis Towers Watson PLC 4,7971.4M $1.95 %
16Illumina Inc 11,0661.4M $1.90 %
17Freeport-McMoRan Inc 22,6961.3M $1.86 %
18Waystar Holding Corp 54,1801.3M $1.82 %
19Revvity Inc 14,4691.3M $1.77 %
20Sysco Corp 17,0791.2M $1.70 %
21SS&C Technologies Holdings Inc 17,6451.2M $1.67 %
22Teleflex Inc 9,9401.2M $1.66 %
23VeriSign Inc 4,7441.2M $1.65 %
24UGI Corp 32,2741.2M $1.64 %
25Ashland Inc 21,1301.2M $1.64 %
26Diamondback Energy Inc 5,9101.2M $1.63 %
27TransUnion 16,6521.2M $1.61 %
28Extra Space Storage Inc 8,6621.1M $1.59 %
29Mid-America Apartment Communities, Inc. 9,2881.1M $1.58 %
30Equitable Holdings Inc 30,5641.1M $1.58 %
31Martin Marietta Materials Inc 1,9211.1M $1.58 %
32General Mills, Inc. 29,7141.1M $1.54 %
33Ferguson Enterprises Inc 4,7071.1M $1.53 %
34Labcorp Holdings Inc 4,0851.1M $1.52 %
35Liberty Media Corp-Liberty Formula One 12,7271.1M $1.51 %
36Teledyne Technologies Inc 1,7401.1M $1.47 %
37FTI Consulting Inc 5,6781M $1.40 %
38Fortune Brands Innovations Inc 25,562996.2K $1.39 %
39Ryman Hospitality Properties Inc 10,716988.8K $1.38 %
40GoDaddy Inc 11,783974.1K $1.36 %
41Zoetis Inc 7,839926.6K $1.29 %
42Ciena Corp 2,365918.2K $1.28 %
43Wix.com Ltd 9,506856.2K $1.20 %
44Johnson Controls International plc 6,530855.1K $1.19 %
45ICON PLC 7,447824.1K $1.15 %
46Hartford Insurance Group Inc/The 5,885795.8K $1.11 %
47Ventas Inc 9,513778K $1.09 %
48Carrier Global Corp 13,766775.2K $1.08 %
49Boston Scientific Corp 12,235767.7K $1.07 %
50Solventum Corp 11,435746.7K $1.04 %
51Lamar Advertising Co 5,840739.7K $1.03 %
52Kimberly-Clark Corp 7,516725.1K $1.01 %
53Toro Co/The 7,656715.4K $1.00 %
54Rentokil Initial PLC 18,960596.9K $0.83 %
55MGM Resorts International 16,071594.8K $0.83 %
56Cooper Cos Inc/The 8,237588.9K $0.82 %
57Avantor Inc 49,961391.7K $0.55 %
58Webster Financial Corp 1,29089.6K $0.13 %

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Sector breakdown

  • Industrials 14.5 %
  • Financials 10.0 %
  • Health care 6.9 %
  • Consumer staples 4.4 %
  • Materials 3.5 %
  • Real estate 3.3 %
  • Energy 1.7 %
  • Technology 1.3 %
  • Unattributed 54.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 93.5 %
  • Ireland 4.4 %
  • Israel 1.2 %
  • United Kingdom 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States5365M $93.49 %
2Ireland33.1M $4.42 %
3Israel1856.2K $1.23 %
4United Kingdom1596.9K $0.86 %
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Titelia. "Holdings of DIAMOND HILL MID CAP FUND". https://titelia.com/en/funds/S000043502