Can Huntington Ingalls (HII) Overcome Margin Pressure and Contract Challenges?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 198,109 | $55,448,728 | -4% | 0.44% |
| 2. | Markel Gayner Asset Management Tom Gayner | 27,500 | $7,696,975 | 0.06% | |
| 3. | Bailard Inc Thomas Bailard | 8,527 | $2,386,622 | -4% | 0.05% |
| 4. | Fisher Asset Management Ken Fisher | 6,326 | $1,770,827 | 0% | |
| 5. | Waratah Capital Advisors Brad Dunkley And Blair Levinsky | 3,721 | $1,041,471 | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $272.78 | 3,500 | $954,730.00 | 3,500 | 2025-08-29 | Filing | |
| $173.62 | 575 | $99,831.50 | 575 | 2025-02-27 | Filing | |
| $174.92 | 1,000 | $174,923.70 | 2,545 | 2025-02-26 | Filing | |
| $164.82 | 2,120 | $349,426.03 | 7,967 | 2025-02-13 | Filing | |
| $188.91 | 550 | $103,900.50 | 550 | 2024-11-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $324.92 | 13,070 | $4,246,704.40 | 11,224 | 2026-08-10 | Filing | |
| $333.17 | 723 | $240,878.30 | 2,236 | 2026-08-07 | Filing | |
| $319.58 | 3,500 | $1,118,533.50 | 8,391 | 2026-05-28 | Filing | |
| $430.54 | 4,500 | $1,937,430.00 | 24,954 | 2026-03-06 | Filing | |
| $422.45 | 4,400 | $1,858,780.00 | 20,360 | 2026-03-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,375,888 | $944,877,226 | 0.01% | |
| 2. | 2,922,717 | $818,039,261 | 0.02% | |
| 3. | 1,187,494 | $332,367,674 | 0.2% | |
| 4. | 900,566 | $252,052,468 | 0.05% | |
| 5. | 268,298 | $75,093,905 | 0.01% |