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Summary

The Strategy declined 0.52% (net of fees) during the first quarter of 2026 while the benchmark Russell 3000 Index declined 3.96%.

Regal Rexnord outperformed in Q1 as the company reported strong orders for a new data center product, which should support solid revenue growth in 2027.

Diamond Hill increasingly found opportunities among more fundamentally stable, higher-quality, cash-generative large-cap businesses.

Capital One underperformed during the quarter following its announced acquisition of Brex, an AI-native commercial fintech platform.

Diamond Hill initiated a position in Equitable Holdings after it announced an all-stock merger with Corebridge Financial, which will create a leading US life and retirement platform.

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Quarterly Snapshot

Performance

The Strategy declined 0.52% (net of fees) and the Russell 3000 Index declined 3.96%.

Key Drivers

Both stock selection and an overweight to industrials as well as our underweight to…