Ducommun Incorporated (DCO) is Gaining from Its Missile Franchise
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Small Cap Strategy”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 110,571 | $13,489,662 | -22% | 0.08% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.27 | 1,000 | $21,270.00 | 15,990 | 2020-03-20 | Filing | |
| $18.62 | 2,500 | $46,550.00 | 53,867 | 2020-03-19 | Filing | |
| $21.10 | 15,000 | $316,500.00 | 177,150 | 2020-03-17 | Filing | |
| $27.08 | 1,000 | $27,080.00 | 27,700 | 2020-03-16 | Filing | |
| $33.93 | 15,000 | $508,950.00 | 162,150 | 2020-03-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $130.83 | 10,440 | $1,365,865.20 | 20,100 | 2026-03-10 | Filing | |
| $134.21 | 14,709 | $1,974,094.89 | 37,184 | 2026-03-04 | Filing | |
| $92.86 | 2,000 | $185,720.00 | 65,269 | 2025-12-10 | Filing | |
| $93.83 | 1,594 | $149,565.02 | 67,269 | 2025-11-10 | Filing | |
| $69.50 | 1,000 | $69,500.00 | 409,900 | 2024-12-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 612,941 | $74,778,802 | 0% | |
| 2. | 512,167 | $62,478,740 | 0.01% | |
| 3. | 302,229 | $36,871,938 | 0.01% | |
| 4. | 249,658 | $30,458,276 | 0.01% | |
| 5. | 204,340 | $24,929,480 | 0.04% |