Diamond Hill Small Cap Fund Q2 2026 Portfolio Activity

Astrana Health outperformed as the company results have continued to demonstrate that it was not taking advantage of loopholes within Medicare coding. Magnolia Oil & Gas saw shares decline after an agreement was reached to end the war between the US and Iran and reopen the Strait of Hormuz. We initiated a position in Insteel Industries, the nation's largest manufacturer of steel wire reinforcing products for concrete construction.