TIM
DHIL

Tortoise Investment Management’s Diamond Hill DHIL Stock Holding History

Tortoise Investment Management’s Portfolio DHIL Stock Details DHIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$420 – 545
2025
Q3 		$420 Buy
3
+2
+200% +$292 ﹤0.01% 1206
2025
Q2 		$145 Buy
+1
New +$138 ﹤0.01% 1226

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tortoise Investment Management's DHIL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Diamond Hill (DHIL) in Q4 2025, closing a stake of 3 shares — an estimated $420 sold.

Tortoise Investment Management first reported a position in DHIL in Q2 2025 and held it in 2 quarters. The position peaked at $420 in Q3 2025. 156 funds tracked by Wall St. Rank hold DHIL as of Q4 2025.

  • Tortoise Investment Management reported no remaining Diamond Hill position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Diamond Hill shares in Q4 2025, an estimated $420.
  • Tortoise Investment Management first reported a position in Diamond Hill in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Diamond Hill position peaked at $420 in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Diamond Hill as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.