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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Large Cap Strategy | 2.9% | 4.3% | ADBE, AON, BRK/A, DIS, FERG, KMX, RRX, TXN | cash flow, Intrinsic Value, Large Caps, Quality, volatility | The commentary highlights high-quality large-cap companies trading below intrinsic value following tariff-driven volatility. Management focuses on strong cash generation, durable franchises, and disciplined capital allocation. Valuation gaps created by macro noise are positioned as opportunities. | ADBE FERG RRX |
View |
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Mid Cap | 6.1% | 4.8% | ALK, ASH, COOP, FCN, ICLR, POST, RRR, RRX, TFX, WCC | fundamentals, margin expansion, Mid Caps, self-help, valuation | The letter emphasizes mid-cap companies with strong fundamentals and mispriced growth prospects. Operational improvement, margin expansion, and self-help initiatives are key sources of value creation. Mid-cap volatility is viewed as an opportunity for active managers. | FCN ALK ASH ICLR RRX WCC RRR |
View |
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Large Cap Strategy | 1.4% | 1.4% | ABT, AIG, BRK/A, COF, COOP, GIS, HD, RRX, TGT | - | View | ||
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Mid Cap | -1.3% | -1.3% | AIG, ASH, COOP, ILMN, MLM, RRX, TRU, VTR, WCC | - | View | ||
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Small-Mid Cap Strategy | -4.2% | -4.2% | BLDR, COOP, ILMN, INFA, LOB, RRX, TFX, TRU, VRSN, WCC | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ALGT, ERII, GNRC, LANC, POST, PRGO, RRR, RRX, WCC, WNS | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Diamond Hill Mid Cap | 8.3% | 13.3% | ADM, AIG, FANG, JCI, PH, POST, RRR, RRX, SBAC, WCC | - | View | ||
| 2025 Q1 | Mar 31, 2025 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | -9.6% | -9.6% | ACVA, ADUS, AZEK, BFAM, BJ, BOOT, CBLL, CHEF, CWST, DAWN, ERJ, FORM, FROG, FRPT, HLNE, INR, INSM, ITCI, KTOS, MGY, MVBF, PAY, PI, RRX, SLNO, TTEK, VERX, VRNA, VVV, WHD | - | View | ||
| 2024 Q3 | Sep 30, 2024 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | 4.8% | 0.0% | ARGX, BJ, CRWD, DASH, FND, IAC, ICON, IOT, MCHP, ORLY, OS, PINS, PR, ROST, RRX, SMAR, TSCO, VEEV, VRSK | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Mid Cap | 8.3% | 13.3% | ASH, CUBE, HII, HUM, LANC, NVR, PH, RRX | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ASH, BBWI, COOP, CUBE, FTRE, HII, LANC, LOB, NVR, RRX | - | View | ||
| 2024 Q2 | Jul 26, 2024 | Diamond Hill Mid Cap | 8.3% | 13.3% | BSX, CIVI, GDDY, HUM, LH, NXPI, RRR, RRX, SYY, UDR, VRSN, WCC | - | View | ||
| 2024 Q2 | Jul 26, 2024 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | AMZN, GOOG, IP, KMX, RRX, SBUX, TGT, TXN | - | View | ||
| 2024 Q2 | Jun 30, 2024 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 6.2% | 0.0% | ADUS, ATRC, AZEK, BJ, BOOT, CERT, DRVN, ESAB, EWCZ, HLNE, HXL, IAC, MAX, MRUS, MVBF, NSA, RRX, SILK, SVV, TMCI, TTEK, VCTR, WRBY, WSC | - | View | ||
| 2024 Q2 | Jun 30, 2024 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | 4.8% | 0.0% | ARGX, BJ, CHE, DASH, FIVE, GFL, GPN, HCP, IBKR, MPWR, NICE, RRX, STVN, TER, VRSK, WEX | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | ALL, AMZN, BKNG, FRC, RRX, SIVBQ, TFC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Chris Welch | Regal Rexnord Corporation | Industrials | Industrial Machinery | Bull | NYSE | Automation, deleveraging, efficiency, Industrials, synergies | View Pitch |
| Dec 5, 2025 | Fund Letters | Chuck Bath | Regal Rexnord Corporation | Industrials | Electrical Components & Equipment | Bull | NYSE | Automation, deleveraging, efficiency, Industrials, Margins, powertrain, synergies | View Pitch |
| Oct 15, 2025 | Value Investors Club | Highwind | Regal Rexnord Corp | Industrials | Electrical Components & Equipment | Bull | NYSE | A/R securitization, ABB, Altra, AMC, Automation, data centers, deleveraging, eVTOL, Honeywell, humanoid robots, HVAC, IPS, margin expansion, PES, powertrain | View Pitch |
| Oct 3, 2025 | Value Investors Club | Sturges95 | Regal Rexnord Corp | Industrials | Industrial Machinery | — | NYSE | Regal Rexnord, RRX, automation, industrials, backlog, synergies, power transmission, HVAC, AMC, IPS, PES, 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 |
|---|---|---|---|---|---|---|---|---|
| Andreas Halvorsen | Viking Global Investors | $37.7B | $452.4M | 1.20% | 3,223,940 | +100,678 | +3.22% | 3.1204% |
| Leon Cooperman | Omega Advisors | $3.0B | $96.8M | 3.21% | 690,000 | -45,766 | -6.22% | 0.6678% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $3.2M | 0.01% | 22,900 | -32,084 | -58.35% | 0.0222% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $5.5M | 0.01% | 39,127 | +36,808 | +1587.24% | 0.0379% |
| Israel Englander | Millennium Management LLC | $233.2B | $38.6M | 0.02% | 275,295 | +64,398 | +30.54% | 0.2665% |
| Jeremy Grantham | GMO LLC | $39.1B | $3.0M | 0.01% | 21,050 | +21,050 | +100.00% | 0.0204% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $82.0M | 0.07% | 584,025 | -22,904 | -3.77% | 0.5653% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.8M | 0.00% | 13,000 | +13,000 | +100.00% | 0.0126% |
| Cliff Asness | AQR Capital Management | $190.6B | $8.2M | 0.00% | 58,719 | +24,901 | +73.63% | 0.0568% |
| Mario Gabelli | GAMCO Investors | $10.4B | $423,065 | 0.00% | 3,015 | -136 | -4.32% | 0.0029% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $36.9M | 0.12% | 262,692 | +262,692 | +100.00% | 0.2543% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $1.6M | 0.19% | 13,867 | +139 | +1.01% | 0.0109% |
| Rich Handler | Jefferies | $19.3B | $505,152 | 0.00% | 3,600 | +3,600 | +100.00% | 0.0035% |