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Diamond Hill Capital Management, Inc.
Heather Brilliant · Asset Manager · Value
Diamond Hill Capital Management, Inc., founded in 1988 and headquartered in Columbus, Ohio, is an independent active asset management firm. As a subsidiary of the publicly traded Diamond Hill Investment Group, Inc., the firm provides investment advisory services to institutional and individual investors through a diverse suite of equity and fixed income strategies. Diamond Hill is defined by its commitment to an intrinsic value investment philosophy and a client-first mentality, emphasizing long-term outcomes and disciplined capital allocation. The firm employs a research-intensive approach to identify securities trading at a discount to their intrinsic worth, ensuring a margin of safety for its clients while maintaining significant employee co-investment to align interests with those of its investors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +9.0% |
| YTD return | +5.6% |
| Sharpe ratio | 2.07 |
| Win rate | 51% |
| AUM | $6.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $6.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.diamond-hill.com/ |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ABT | Abbott Laboratories | 8.7% | -12.6% |
| AIG | American International Group Inc | 7.7% | -4.8% |
| BRK-A | Berkshire Hathaway Inc | 7.1% | +2.7% |
| MSFT | Microsoft Corporation | 6.7% | +14.9% |
| CL | Colgate-Palmolive Company | 6.0% | +9.1% |
| CRM | Salesforce.com Inc | 5.9% | +15.6% |
| AON | Aon PLC | 5.8% | -12.9% |
| COF | Capital One Financial Corporation | 5.1% | -1.9% |
| FANG | Diamondback Energy Inc | 4.9% | +39.1% |
| ZTS | Zoetis Inc | 4.3% | -1.1% |
| WM | Waste Management Inc | 4.2% | -2.8% |
| EQH | Axa Equitable Holdings Inc | 4.1% | +24.5% |
| COP | ConocoPhillips | 4.0% | +41.6% |
| HUM | Humana Inc | 4.0% | +5.4% |
| DIS | Walt Disney Company | 4.0% | -2.9% |
| SBAC | SBA Communications Corp | 3.9% | -7.1% |
| ADBE | Adobe Systems Incorporated | 3.6% | -4.5% |
| TXN | Texas Instruments Incorporated | 3.4% | +40.3% |
| EXR | Extra Space Storage Inc | 3.3% | +0.4% |
| BAC | Bank of America Corp | 3.3% | +0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | EQH | 3.8% → 4.1% |
| Sep 7, 2026 | BUY | FANG | 4.8% → 4.9% |
| Sep 7, 2026 | BUY | WM | 4.1% → 4.2% |
| Sep 7, 2026 | SELL | CRM | 5.8% → 5.9% |
| Sep 7, 2026 | BUY | EXR | 3.3% → 3.3% |
Investment Style Analysis
Diamond Hill Capital Management, Inc. is widely recognized for employing a Value strategy. As of Sep 11, 2026, the firm oversees approximately $6.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance - Diversified and Software - Application sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Diamond Hill Capital Management, Inc. made a significant move by increasing exposure to EQH. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Diamond Hill’s investment philosophy is rooted in the concept of intrinsic value, operating on the belief that market prices frequently deviate from a business's true worth. The firm utilizes a rigorous, bottom-up fundamental research process to estimate future cash flows and evaluate the competitive positioning of companies. By maintaining a long-term perspective—typically five years or more—and investing only when securities are available at a significant discount to their estimated value, the firm seeks to provide superior risk-adjusted returns. This disciplined approach is complemented by a strict alignment of interests, where investment professionals are required to invest their own capital alongside clients in the strategies they manage.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Diamond Hill Capital Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Diamond Hill Capital Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Diamond Hill Capital Management, Inc.'s largest holding?
As of the latest filing, Diamond Hill Capital Management, Inc.'s top position is Abbott Laboratories (ABT), representing 8.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Diamond Hill Capital Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +9.0% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 2.07, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Diamond Hill Capital Management, Inc. primarily invest in?
Diamond Hill Capital Management, Inc. has a strong preference for the Insurance - Diversified sector, which makes up 14.8% of their disclosed assets. The portfolio also has exposure to Software - Application, indicating a specific thematic focus.
Is Diamond Hill Capital Management, Inc.'s portfolio concentrated or diversified?
Diamond Hill Capital Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 23.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Diamond Hill Capital Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Diamond Hill Capital Management, Inc. tracks a Year-to-Date (YTD) return of +5.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Heather Brilliant manage Diamond Hill Capital Management, Inc. directly?
Yes, Heather Brilliant serves as the key portfolio manager for Diamond Hill Capital Management, Inc., overseeing the investment strategy and final capital allocation decisions.