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DIAMOND HILL SMALL CAP FUND (DHSCX) is an MF managed by Independent / Boutique. Its largest position is APPLIED MATERIALS INC /DE (AMAT), representing 12.15% of fund assets.

DIAMOND HILL SMALL CAP FUND Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
DHSCX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
Jun 1, 2026
Showing 50 out of 58 holdings
Holding Weight Market Value Shares
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APPLIED MATERIALS INC /DE
12.15% $28,060,531.75 28,060,532
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Astrana Health, Inc.
4.84% $11,176,166.96 455,798
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Triumph Financial, Inc.
4.78% $11,033,043.12 184,932
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STATE STREET GLOBAL ADVISORS
4.69% $10,840,110.97 10,840,111
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Ryman Hospitality Properties, Inc.
4.69% $10,832,774.81 117,403
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Red Rock Resorts, Inc.
4.42% $10,216,572.40 191,465
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MESA LABORATORIES INC /CO/
4.31% $9,962,988.76 112,678
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Bank OZK
4.30% $9,938,305.52 216,568
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DUCOMMUN INC /DE/
3.91% $9,030,440.00 74,020
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International General Insurance Holdings Ltd.
3.83% $8,852,008.80 365,408
-
Magnolia Oil & Gas Corp
3.71% $8,569,771.21 271,453
-
UNITED STATES LIME & MINERALS INC
2.98% $6,877,922.60 52,660
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UFP TECHNOLOGIES INC
2.91% $6,721,404.80 34,718
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Oil-Dri Corp of America
2.60% $6,009,108.80 92,320
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CENTERSPACE
2.37% $5,473,548.75 95,275
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Utz Brands, Inc.
2.29% $5,284,493.28 667,234
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GRAHAM CORP
2.20% $5,088,840.52 64,481
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AVANOS MEDICAL INC
2.19% $5,066,254.17 361,617
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Live Oak Bancshares, Inc.
2.03% $4,699,313.14 142,102
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CubeSmart
2.01% $4,647,366.60 126,804
-
FTAI Infrastructure Inc.
1.95% $4,501,160.04 911,166
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Titan America SA
1.94% $4,473,911.82 298,659
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UGI CORP /PA/
1.93% $4,466,221.02 122,631
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Allegiant Travel CO
1.88% $4,333,695.04 53,476
-
ESAB Corp
1.85% $4,270,922.10 44,185
-
Curbline Properties Corp.
1.75% $4,042,840.40 156,760
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Trekor Metals Ltd
1.56% $3,593,946.45 557,201
-
Proficient Auto Logistics, Inc
1.54% $3,550,333.44 523,648
-
Strawberry Fields REIT, Inc.
1.43% $3,297,359.10 277,089
-
Mama's Creations, Inc.
1.43% $3,294,556.46 214,769
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THERMON GROUP HOLDINGS INC
1.20% $2,768,220.00 54,925
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ASHLAND INC.
1.10% $2,532,701.84 45,544
-
AZZ INC
1.02% $2,363,830.83 18,891
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CORE MOLDING TECHNOLOGIES INC
0.91% $2,110,281.60 94,209
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PERMA FIX ENVIRONMENTAL SERVICES INC
0.87% $1,999,457.60 187,040
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Fortune Brands Innovations, Inc.
0.86% $1,984,391.37 50,921
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ALEXANDRIA REAL ESTATE EQUITIES, INC.
0.84% $1,947,504.68 41,954
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TRANSCAT INC
0.77% $1,770,585.70 24,106
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Century Communities, Inc.
0.76% $1,755,196.82 30,589
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First Western Financial Inc
0.74% $1,719,149.78 69,941
-
Concrete Pumping Holdings, Inc.
0.74% $1,702,047.48 238,382
-
LSI INDUSTRIES INC
0.71% $1,649,094.60 88,661
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Silvercrest Asset Management Group Inc.
0.67% $1,545,559.68 114,997
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AMERICAN EAGLE OUTFITTERS INC
0.60% $1,374,944.40 82,332
-
Knowles Corp
0.59% $1,373,648.88 53,491
-
MVB FINANCIAL CORP
0.56% $1,302,854.93 52,471
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HELIOS TECHNOLOGIES, INC.
0.53% $1,230,201.81 19,011
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CENTRUS ENERGY CORP
0.47% $1,074,348.51 6,189
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CIMPRESS plc
0.43% $985,792.00 13,504
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ROCKY BRANDS, INC.
0.43% $983,913.92 25,411
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