CIK 1217541
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-05-22). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-05-22. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| Bentz, Alyssa, Ann | CHIEF COMPLIANCE OFFICER | 2024-05 | <5% ·◆ |
| Brilliant, Heather | CHIEF EXECUTIVE OFFICER | 2019-09 | <5% ·◆ |
| LINE, THOMAS, EDWARD | CHIEF FINANCIAL OFFICER AND TREASURER | 2015-01 | <5% ·◆ |
| QUINIF, JO, ANN | PRESIDENT AND CHIEF CLIENT OFFICER | 2023-03 | <5% ·◆ |
| DIAMOND HILL INVESTMENT GROUP, LLCentity | PARENT COMPANY | 1993-01 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| YOUNG, GARY, RICHARD | CHIEF COMPLIANCE OFFICER | 2024-02 | — not seen at a tracked firm |
| BINGAMAN, CHRISTOPHER, M. | CHIEF EXECUTIVE OFFICER AND PRESIDENT · CHIEF EXECUTIVE OFFICE AND PRESIDENT · PRESIDENT | 2019-04 | — not seen at a tracked firm |
| WESOLEK, LISA, MARIE | CHIEF OPERATING OFFICER | 2018-03 | — not seen at a tracked firm |
| DILLON, RODERICK, H. | CHIEF EXECUTIVE OFFICER · PRESIDENT/CEO | 2015-09 | — not seen at a tracked firm |
| LAIRD, JAMES, FRANCIS | CHIEF FINANCIAL OFFICER, SECRETARY, TREASURER · CHIEF FINANCIAL OFFICER, SECRETARY/TREASURER | 2014-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
