DIAMOND HILL RESEARCH OPPORTUNITIES FUND
Diamond Hill Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2020 → Sep 30, 2020

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
WD-40 CO 0 -245 -245 -0.12% -$46.38K
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
LINDE PLC 2,505 0 -2,505 0.00% -$531.34K
SHERWIN WILLIAMS CO 838 0 -838 0.00% -$484.24K
FISERV INC 4,938 0 -4,938 0.00% -$482.05K
BANK OF NEW YORK MELLON CORP 8,882 0 -8,882 0.00% -$343.29K
FASTENAL CO 7,200 0 -7,200 0.00% -$308.45K
MONDELEZ INTL INC 4,125 0 -4,125 0.00% -$210.91K
JBG SMITH PROPERTIES 3,115 0 -3,115 0.00% -$92.11K
CONSTELLATION BRANDS INC CL A 400 0 -400 0.00% -$69.98K
CHEESECAKE FACTORY INC -634 0 634 0.00% $14.53K
HAWAIIAN HOLDING -1,550 0 1,550 0.00% $21.76K
CONSOLIDATED EDISON INC -580 0 580 0.00% $41.72K
WALMART INC -365 0 365 0.00% $43.72K
NORTHWEST BANCSHARES INC -6,620 0 6,620 0.00% $67.69K
ASBURY AUTOMOTIVE GROUP INC -925 0 925 0.00% $71.53K
BANK OF HAWAII -1,325 0 1,325 0.00% $81.37K
STARWOOD PROPERTY TRUST INC -10,658 0 10,658 0.00% $159.44K
EASTGROUP PROP -1,411 0 1,411 0.00% $167.36K
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
NORTHERN TRUST CORP 5,603 7,861 2,258 1.63% $168.38K
INTEGER HOLDINGS CORP 2,700 6,400 3,700 1.01% $180.43K
BLACKSTONE MORTGAGE TR CL A -3,935 -2,830 1,105 -0.17% $32.62K
VEREIT INC -13,075 -9,950 3,125 -0.17% $19.40K
BROWN FORMAN CORP NON VTG CL B -2,230 -1,230 1,000 -0.25% $49.32K
BOSTON BEER COMPANY CL A -336 -108 228 -0.25% $84.91K
LULULEMON ATHLETICA INC -610 -310 300 -0.27% $88.22K
GRAND CANYON EDUCATION INC -2,696 -1,296 1,400 -0.28% $140.47K
DICKS SPORTING GOODS INC -4,075 -1,875 2,200 -0.29% $59.61K
BEST BUY CO INC -2,062 -1,062 1,000 -0.31% $61.76K
COGENT COMMUNICATIONS HOLDINGS INC -2,930 -2,105 825 -0.34% $100.26K
CISCO SYSTEMS INC -8,112 -4,182 3,930 -0.44% $213.61K
BLACKBAUD INC -4,671 -3,936 735 -0.59% $46.87K
PULTEGROUP INC -7,860 -6,385 1,475 -0.79% -$28.09K
ORACLE CORP -8,263 -7,238 1,025 -1.15% $24.59K
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
US ULTRA BOND CBT Sep25 11,724,651 8,621,462 -3,103,189 22.96% -$3.10M
ALPHABET INC CL A 1,470 1,085 -385 4.24% -$494.36K
META PLATFORMS INC CL A 7,947 5,669 -2,278 3.95% -$319.81K
THERMO FISHER SCIENTIFIC INC 3,277 2,527 -750 2.97% -$71.67K
WNS HOLDINGS LTD ADR USD.16 18,932 16,498 -2,434 2.81% $14.33K
STERICYCLE INC 19,630 15,880 -3,750 2.67% -$97.49K
MR COOPER GROUP INC 75,619 44,369 -31,250 2.64% $49.62K
PFIZER INC 26,410 24,510 -1,900 2.40% $35.91K
TEXAS INSTRUMENTS INC 6,191 5,912 -279 2.25% $58.10K
SENSATA TECHNOLO 25,526 19,106 -6,420 2.20% -$126.10K
COGNIZANT TECH SOLUTIONS CL A 20,771 11,823 -8,948 2.19% -$359.46K
Colfax Corp COM STK USD0.001 23,456 22,239 -1,217 1.86% $42.99K
BANK OZK 32,695 31,995 -700 1.82% -$85.22K
MICROSOFT CORP 4,565 3,185 -1,380 1.78% -$259.12K
BOSTON SCIENTIFIC CORP 22,215 17,115 -5,100 1.74% -$126.00K
HUMANA INC 2,380 1,580 -800 1.74% -$268.90K
TENCENT 11,300 9,600 -1,700 1.73% -$75.66K
NVR INC 170 150 -20 1.63% $58.48K
VISA INC-CLASS A 4,102 2,972 -1,130 1.58% -$198.07K
CAL-MAINE FOODS INC 14,000 12,400 -1,600 1.27% -$146.93K
PERRIGO CO PLC 17,724 9,744 -7,980 1.19% -$532.26K
SANMINA CORP 22,768 15,368 -7,400 1.11% -$154.41K
MCKESSON CORP 4,445 2,645 -1,800 1.05% -$288.03K
O'REILLY AUTOMOTIVE INC 960 815 -145 1.00% -$29.02K
IAA INC 7,785 7,115 -670 0.99% $70.21K
FIRST REPUBLIC BANK 4,428 2,890 -1,538 0.84% -$154.14K
LivaNova PLC ORD GBP1.00 (DI) 10,300 6,900 -3,400 0.83% -$183.79K
RED ROCK RESORTS INC 36,300 16,000 -20,300 0.73% -$122.43K
TE CONNECTIVITY 4,706 2,781 -1,925 0.72% -$111.96K
TAIWAN SEMIC MFG CO LTD SP ADR 3,783 2,508 -1,275 0.54% -$11.44K
ISTAR INC 14,750 12,650 -2,100 0.40% -$32.32K
VAIL RESORTS INC 1,200 600 -600 0.34% -$90.20K
CUBESMART 6,176 3,931 -2,245 0.34% -$39.68K
PUBLIC STORAGE 816 536 -280 0.32% -$37.20K
AGREE REALTY CORP 2,235 1,869 -366 0.32% -$27.92K
MID AMERICA APT CMNTY INC 1,205 1,000 -205 0.31% -$22.23K
DOUGLAS EMMETT INC REIT 4,870 3,880 -990 0.26% -$51.93K
ESSEX PROPERTY TRUST INC 615 470 -145 0.25% -$46.57K
American Campus Communities, Inc. COM USD0.01 2,600 2,180 -420 0.20% -$14.77K
State Street Navigator Securities Lending Portfolio II 4,858,324 65,006 -4,793,318 0.17% -$4.79M
ORMAT TECHNOLOGIES INC -665 -1,155 -490 -0.18% -$26.05K
AMKOR TECHNOLOGY INC -8,074 -14,053 -5,979 -0.42% -$58.00K
COMMERCE BCSHS -4,407 -5,059 -652 -0.76% -$22.69K
TESLA INC -949 -3,844 -2,895 -4.39% -$624.37K
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
ASHLAND INC 16,596 16,596 0 3.14% $30.20K
FIDELITY NATL INFORM SVCS INC 5,330 5,330 0 2.09% $69.93K
LIBERTY MEDIA-C 19,980 19,980 0 1.93% $91.11K
MORGAN STANLEY 14,319 14,319 0 1.84% $716
SVB FINL GROUP 2,860 2,860 0 1.83% $71.76K
SEABOARD CORP 240 240 0 1.81% -$23.31K
SCHWAB CHARLES CORP 15,449 15,449 0 1.49% $38.47K
CHARTER COMMUNICATIONS INC A 890 890 0 1.48% $101.73K
ZYNGA INC 59,324 59,324 0 1.44% -$24.92K
LIVE OAK BANCSHARES INC 21,000 21,000 0 1.42% $227.22K
WALT DISNEY CO/T 3,646 3,646 0 1.21% $45.83K
Copa Holdings SA NPV CLASS 'A' 8,306 8,306 0 1.11% -$1.83K
MEDTRONIC PLC 3,850 3,850 0 1.07% $47.05K
MCDONALDS CORP 1,760 1,760 0 1.03% $61.64K
LIVE NATION ENTERTAINMENT INC 6,135 6,135 0 0.88% $58.59K
ASTRONICS CORP 40,000 40,000 0 0.82% -$113.60K
HOWDEN JOINERY GROUP PLC /GBP/ 0.00000000 40,500 40,500 0 0.82% $30.98K
CARRIER GLOBAL CORP 9,764 9,764 0 0.79% $81.24K
HONEYWELL INTL INC 1,733 1,733 0 0.76% $34.69K
NXP SEMICONDUCTO 2,190 2,190 0 0.73% $23.59K
ESSILORLUXOTTICA 1,873 1,873 0 0.68% $14.09K
TJX COS INC 4,347 4,347 0 0.64% $22.13K
JOHNSON CONTROLS 5,436 5,436 0 0.59% $36.48K
CADENCE BANCORPORATION COM USD0.01 CL A 25,518 25,518 0 0.58% -$6.89K
WESCO INTL 4,363 4,363 0 0.51% $38.87K
SPX Flow Incorporation COM USD0.01 4,228 4,228 0 0.48% $22.75K
UGI CORP NEW 5,391 5,391 0 0.47% $6.36K
Sterling Bancorp Del COM USD0.01 15,837 15,837 0 0.44% -$19.00K
BANKUNITED INC 7,470 7,470 0 0.44% $12.40K
Cimarex Energy Corporation COM USD0.01 6,500 6,500 0 0.42% -$20.54K
ADVANCE AUTO PARTS INC 1,025 1,025 0 0.42% $11.33K
AVNET INC 5,521 5,521 0 0.38% -$11.29K
STARBUCKS CORP 1,635 1,635 0 0.37% $20.16K
NOBLE ENERGY INC 14,500 14,500 0 0.33% -$5.94K
TEXTRON INC 3,087 3,087 0 0.30% $9.82K
WELBILT INC 16,203 16,203 0 0.27% $1.13K
FAIRFAX INDI-SVS 13,412 13,412 0 0.24% -$20.65K
CHEVRON CORP 1,268 1,268 0 0.24% -$21.85K
KASIKORNBANK PCL-NVDR /THB/ 0.00000000 33,900 33,900 0 0.22% -$19.94K
BBVA 28,347 28,347 0 0.21% -$18.92K
WPX ENERGY INC 14,851 14,851 0 0.19% -$21.98K
ALLEGIANT TRAVEL CO 590 590 0 0.19% $6.25K
ALASKA AIR GROUP INC 1,568 1,568 0 0.15% $580
CREDIT SUISSE GROUP AG-REG /CHF/ 0.00000000 4,661 4,661 0 0.12% -$1.97K
JULIUS BAER GRP. LTD 838 838 0 0.09% $392
SCOR SE EUR7.876972 1,000 1,000 0 0.07% $222
ZIFF DAVIS INC -300 -300 0 -0.06% -$1.80K
CINTAS CORP -74 -74 0 -0.07% -$4.92K
AAON INC -455 -455 0 -0.07% -$2.71K
BOEING CO/THE -181 -181 0 -0.08% $3.27K
SPIRIT AIRLINES INC -1,950 -1,950 0 -0.08% $3.32K
LENNOX INTL INC -120 -120 0 -0.09% -$4.75K
OMNICOM GROUP INC -666 -666 0 -0.09% $3.40K
WW GRAINGER INC -132 -132 0 -0.13% -$5.62K
BADGER METER INC -786 -786 0 -0.14% -$1.93K
ROBERT HALF INTL -1,023 -1,023 0 -0.14% -$113
FACTSET RESEARCH SYSTEMS INC -307 -307 0 -0.27% -$1.97K
CINCINNATI FINANCIAL CORP -1,335 -1,335 0 -0.28% -$18.61K
HENRY SCHEIN INC -1,800 -1,800 0 -0.28% -$702
WHIRLPOOL CORP -737 -737 0 -0.36% -$40.06K
HEALTHEQUITY INC -4,200 -4,200 0 -0.57% $30.66K
ALIGN TECHNOLOGY INC -700 -700 0 -0.61% -$37.04K
WATERS CORP -1,200 -1,200 0 -0.63% -$18.34K
WESTAMERICA BANCORPORATION -5,295 -5,295 0 -0.77% $16.26K
WESTERN UNION CO -14,971 -14,971 0 -0.85% $2.84K
FIRST FINL BANKSHARES INC -13,658 -13,658 0 -1.02% $13.38K

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