Diamond Hill Small Cap Fund Q3 2026 Portfolio Activity

Utz Brands shares rose after entering into an agreement to be acquired by Intersnack, a privately held European leader in savory snacks. Shares of health care management company Astrana Health declined during the quarter as selling pressure emerged following a strong first half of 2026. We initiated a position in Bank7, given its highly profitable, branch-light model and recent acquisition of Century Bank, which we believe should meaningfully enhance earnings.

Seeking Alpha • Oct 28, 2026

Mayville Engineering Company Announces Third Quarter 2026 Results Conference Call and Webcast Date

MILWAUKEE--(BUSINESS WIRE)--Mayville Engineering Company (NYSE: MEC) (the “Company” or “MEC”), a leading value-added provider of design, prototyping and manufacturing solutions serving diverse end markets, today announced that it will issue third quarter 2026 results after the market closes on Tuesday, November 3, 2026. A conference call will be held the following day, Wednesday, November 4, 2026, at 10:00 a.m. ET to review the Company's financial results and conduct a question-and-answer sessi.

Business Wire • Oct 21, 2026

Mayville Engineering Company Announces Strategic Footprint Expansion in the Southeastern U.S.

MILWAUKEE--(BUSINESS WIRE)--Mayville Engineering Company (NYSE: MEC) (the “Company” or “MEC”), a leading value-added provider of design, prototyping and manufacturing solutions serving diverse end-markets, today announced an expansion of its Southeastern U.S. manufacturing footprint through the acquisition of a 138,000 square foot finishing facility in Thomson, Georgia. The transaction closed on October 1, 2026. The Company expects to invest in phases a total of approximately $25 million to $30.

Business Wire • Oct 1, 2026

Mayville Engineering Company's Plunge Has Been Unreasonable

Mayville Engineering Company (MEC) is upgraded to ‘strong buy' after a 40.9% share price drop, despite ongoing top-line growth and raised revenue guidance. MEC's revenue guidance is now $620–$650 million for the year, reflecting robust data center, critical power, and commercial vehicle demand. Profitability metrics are mixed: net loss widened, but manufacturing margin and adjusted operating cash flow improved; EBITDA guidance remains $52–$60 million.

Seeking Alpha • Sep 20, 2026

Is the Options Market Predicting a Spike in Mayville Engineering Stock?

Investors need to pay close attention to MEC stock based on the movements in the options market lately.

Zacks Investment Research • Aug 17, 2026

Mayville Engineering Q2 Earnings Call Highlights

Mayville Engineering NYSE: MEC reported second-quarter sales growth that exceeded management's expectations, driven by momentum in data center and critical power programs and an early recovery in commercial vehicles. The company raised its full-year sales outlook while maintaining its adjusted EBITDA forecast and lowering its free-cash-flow guidance to reflect planned growth investments.

MarketBeat • Aug 8, 2026

Mayville Engineering Company, Inc. (MEC) Q2 2026 Earnings Call Transcript

Mayville Engineering Company, Inc. (MEC) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 5, 2026

Mayville Engineering Company Announces Second Quarter 2026 Results

MILWAUKEE--(BUSINESS WIRE)--Mayville Engineering Company (NYSE: MEC) (the “Company” or “MEC”), a leading value-added provider of design, prototyping and manufacturing solutions serving diverse end markets, today announced results for the three-months ended June 30, 2026. SECOND QUARTER 2026 RESULTS (All comparisons versus the prior-year period) Net sales of $163.0 million, or +23.2% y/y; organic net sales increased +9.2% y/y Net loss of $2.1 million, or ($0.09) per diluted share; Non-GAAP Adjus.

Business Wire • Aug 4, 2026

Mayville Engineering (MEC) Q2 Earnings and Revenues Surpass Estimates

Mayville Engineering (MEC) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of a loss of $0.08 per share. This compares to earnings of $0.1 per share a year ago.

Zacks Investment Research • Aug 5, 2026

Mayville Engineering Company Announces Second Quarter 2026 Results Conference Call and Webcast Date

MILWAUKEE--(BUSINESS WIRE)--Mayville Engineering Company (NYSE: MEC) (the “Company” or “MEC”), a leading value-added provider of design, prototyping and manufacturing solutions serving diverse end markets, today announced that it will issue second quarter 2026 results after the market closes on Tuesday, August 4, 2026. A conference call will be held the following day, Wednesday, August 5, 2026, at 10:00 a.m. ET to review the Company's financial results and conduct a question-and-answer session.

Business Wire • Jul 22, 2026