Should You Hold Oil-Dri (ODC)?
Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GAMCO Investors Mario Gabelli | 789,250 | $38,625,895 | -1% | 0.37% |
| 2. | Renaissance Technologies Jim Simons | 452,692 | $22,154,746 | -4% | 0.03% |
| 3. | Diamond Hill Capital Ric Dillon | 141,178 | $6,909,251 | +13% | 0.04% |
| 4. | Royce & Associates Chuck Royce | 113,314 | $5,545,587 | +19% | 0.06% |
| 5. | Millennium Management Israel Englander | 72,051 | $3,526,176 | -28% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.55 | 1,000 | $50,550.00 | 50,000 | 2023-06-15 | Filing | |
| $34.91 | 1,000 | $34,910.00 | 49,000 | 2021-10-20 | Filing | |
| $35.16 | 1,000 | $35,160.00 | 46,000 | 2021-04-21 | Filing | |
| $33.73 | 1,000 | $33,730.00 | 45,000 | 2021-01-20 | Filing | |
| $37.15 | 473 | $17,571.95 | 42,000 | 2020-10-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $60.60 | 850 | $51,510.00 | 39,050 | 2025-10-23 | Filing | |
| $60.30 | 850 | $51,255.00 | 39,900 | 2025-10-22 | Filing | |
| $59.18 | 4,025 | $238,199.50 | 25,000 | 2025-10-20 | Filing | |
| $60.62 | 1,000 | $60,620.00 | 2,900 | 2025-07-23 | Filing | |
| $61.75 | 2,500 | $154,375.00 | 11,453 | 2025-07-21 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 752,998 | $36,851,723 | 0% | |
| 2. | 733,463 | $35,895,679 | 0% | |
| 3. | 635,000 | $31,076,900 | 1.96% | |
| 4. | 518,103 | $25,355,825 | 0.01% | |
| 5. | 418,906 | $20,501,259 | 0.01% |