Titelia

Holdings of DIAMOND HILL INTERNATIONAL FUND

Diamond Hill Funds · 53 declared positions · as of Mar 31, 2026

Original filing · Net assets 169.7M $ · Ten largest lines: 33.9 % of the equity sleeve

Sector breakdown

  • Technology 8.9 %
  • Consumer staples 5.4 %
  • Materials 5.3 %
  • Industrials 4.7 %
  • Health care 4.6 %
  • Consumer discretionary 4.0 %
  • Energy 3.6 %
  • Communication 2.1 %
  • Unattributed 61.3 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • GBP 23.2 %
  • USD 16.4 %
  • EUR 15.7 %
  • CAD 12.4 %
  • JPY 9.4 %
  • CHF 4.4 %
  • HKD 4.0 %
  • KRW 3.4 %
  • BRL 2.8 %
  • AUD 2.8 %
  • SGD 2.6 %
  • MXN 2.4 %
  • INR 0.5 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • GB 25.5 %
  • CA 13.2 %
  • JP 9.4 %
  • TW 6.2 %
  • IE 5.4 %
  • FR 4.7 %
  • US 4.4 %
  • CH 4.4 %
  • HK 4.0 %
  • NL 3.7 %
  • KR 3.4 %
  • DE 3.1 %
  • Other countries 12.7 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
GB1540.4M $25.49 %
CA621M $13.22 %
JP515M $9.43 %
TW19.8M $6.17 %
IE28.5M $5.37 %
FR27.4M $4.66 %
US37M $4.39 %
CH26.9M $4.36 %
HK26.3M $3.97 %
NL35.9M $3.71 %
KR35.4M $3.42 %
DE24.9M $3.09 %

Positions

CompanySharesValue (USD)Weight
Taiwan Semiconductor Manufacturing Co Ltd 28,9609.8M $5.77 %
Glencore PLC 779,9195.9M $3.48 %
Canadian Natural Resources Ltd 118,0125.8M $3.39 %
AIB Group PLC 474,0525.1M $2.98 %
British American Tobacco PLC 84,5794.9M $2.89 %
IMPERIAL OIL LTD 36,9294.8M $2.85 %
Max Co Ltd 445,2004.6M $2.69 %
Itausa SA 1,645,6324.4M $2.61 %
Whitehaven Coal Ltd 676,8604.4M $2.57 %
Singapore Exchange Ltd 272,8584.2M $2.45 %
Safran SA 11,9203.9M $2.30 %
Franco-Nevada Corp 15,3883.8M $2.24 %
Krones AG 28,0013.8M $2.24 %
Novartis AG 24,8223.8M $2.23 %
Wal-Mart de Mexico SAB de CV 1,161,2873.8M $2.23 %
Compass Group PLC 130,3633.6M $2.14 %
Unilever PLC 64,0933.6M $2.13 %
Hitachi Ltd 120,7003.5M $2.09 %
Veolia Environnement SA 91,4383.5M $2.05 %
Roche Holding AG 8,6993.5M $2.05 %
Willis Towers Watson PLC 11,8783.5M $2.03 %
Cie Financiere Richemont SA 19,4633.4M $2.03 %
Bunzl PLC 113,4863.4M $2.01 %
Tencent Holdings Ltd 53,5633.4M $1.99 %
Toyo Suisan Kaisha Ltd 47,0003.3M $1.95 %
Howden Joinery Group PLC 308,7463.3M $1.93 %
Alibaba Group Holding Ltd 185,7002.9M $1.72 %
CNH Industrial NV 261,8042.9M $1.70 %
Samsung Electronics Co Ltd 23,4332.8M $1.64 %
NatWest Group PLC 375,9642.8M $1.64 %
Tesco PLC 437,1762.7M $1.62 %
Imperial Brands PLC 65,8032.7M $1.57 %
North West Co Inc/The 67,7562.7M $1.56 %
Agnico Eagle Mines Ltd 12,4792.5M $1.49 %
Theon International PLC 68,1632.5M $1.45 %
SWCC Corp 28,3002.3M $1.34 %
Melrose Industries PLC 301,1652M $1.20 %
Spotify Technology SA 3,8431.9M $1.10 %
SK hynix Inc 2,6951.6M $0.92 %
BAWAG Group AG 10,0801.5M $0.90 %
Smith & Nephew PLC 86,3321.4M $0.81 %
Aurinia Pharmaceuticals Inc 92,2121.4M $0.81 %
Ferguson Enterprises Inc 5,6161.3M $0.77 %
Hikari Tsushin Inc 5,0001.3M $0.75 %
Rentokil Initial PLC 40,0331.3M $0.74 %
Wise PLC 104,0831.3M $0.74 %
HDFC Bank Ltd 45,1451.1M $0.66 %
Evotec SE 215,8171.1M $0.65 %
Samsung C&T Corp 6,0331.1M $0.63 %
Hikma Pharmaceuticals PLC 51,999873.3K $0.51 %
Hindustan Aeronautics Ltd 21,059791.7K $0.47 %
Diageo PLC 35,470659.6K $0.39 %
uniQure NV 33,333545K $0.32 %