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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 | The London Company Large Cap | 6.2% | 8.1% | BRKR, EQH, FI, GOOG, NEU, ODFL, PGR, TEL | Artificial Intelligence, earnings, financials, Quality Investing, value | The portfolio modestly underperformed the benchmark as concentration in megacaps and volatility favored speculative names. Strong contributions from Alphabet and TE Connectivity reflected AI adoption and efficiency gains, while Fiserv and Progressive weighed on results. Management expects a rotation back toward quality and value discipline as valuations and concentration risks heighten in AI-driven markets. | EQH GOOG EQH GOOG |
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| 2025 Q3 | Oct 24, 2025 | Diamond Hill Large Cap Strategy | -0.1% | 4.2% | AIG, CAT, EQH, FDX, KMX, LHX, MLM, TMO, ZTS | AI, consumer, defense, Large Caps, value | The portfolio lags its benchmark due to weakness in IT and consumer discretionary holdings but emphasizes long-term value discipline. Managers added exposure to high-quality names like FedEx and Thermo Fisher, while cautioning against AI-driven overvaluation in mega-caps. They see opportunities in defense, logistics, and healthcare leaders trading below intrinsic value. | ZTS FDX |
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| 2025 Q3 | Oct 24, 2025 | Diamond Hill Mid Cap | 4.5% | 9.5% | AIG, COO, EQH, GDDY, KMX, RRR, RVTY, TTC, WCC | AI, Consumer Demand, industrials, Mid Caps, valuation | The fund notes that AI enthusiasm is inflating valuations across mid-cap equities while creating opportunities in overlooked industrial and consumer names. It highlights investments in defense, data centers, and housing-related sectors that can benefit from secular tailwinds. Managers remain focused on intrinsic value and quality amid macro uncertainty. | HII WCC CIEN |
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| 2025 Q3 | Oct 24, 2025 | Diamond Hill Small-Mid Cap Strategy | 6.2% | 7.3% | CIEN, COO, EQH, GDDY, KMX, RRR, RVTY, TFIN, TTC, WCC | AI, defense, industrials, infrastructure, valuation | The strategy underperformed as AI-driven rallies boosted large-cap tech, though holdings like Ciena and WESCO benefited from AI infrastructure spending. Managers see opportunities in undervalued industrials and defense suppliers such as Huntington Ingalls, which gain from rearmament trends. The team warns of AI overvaluation and focuses on patient value investing amid market exuberance. | RVTY COO TTC HII CIEN HII WCC CIEN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Brian Campbell | Equitable Holdings | Financials | Diversified Financial Services | Bull | NYSE | asset management, buybacks, Capital, dividend, financials, Reinsurance, valuation | View Pitch |
| Nov 29, 2025 | Fund Letters | Brian Campbell | Equitable Holdings | Financials | Diversified Financial Services | Bull | NYSE | asset management, buybacks, Capital, dividend, financials, Reinsurance, valuation | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||