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Diamond Hill Long-Short Strategy Q1 2026 Portfolio Movers: Gains, Drags, And Trades

Diamond Hill's long positions in software businesses, including Microsoft , Salesforce and Adobe, were among the most notable detractors in the quarter. Exploration and production companies Chevron and Diamondback Energy saw shares rise as the sharp increase in oil prices drove a broad rally across US-based oil producers. Diamond Hill initiated a position in Gartner as concerns around slowing revenue growth and…

Seeking Alpha • May 18, 2026

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