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COOKE & BIELER LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
COOKE & BIELER LP
报告期 2026-03-31 · CIK 0000024386
持仓数
103
前50大市值合计
$6.99B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 105 项
建仓 4
增持 33
减持 60
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
—
FirstCash Inc
-$220.0M
0
-100%
建仓
FCFS
FirstCash Inc
+$175.1M
2,339,967
建仓
—
London Stock Exchange Group PL
+$88.1M
3,734,641
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
Activision Blizzard Inc
+$79.0M
2,715,112
+107%
增持
GL
Globe Life Inc
+$64.4M
1,756,271
+56%
减持
ARW
Arrow Electronics
+$64.2M
2,928,779
-0%
清仓
CBRE
CBRE Group Inc. Cl A
-$62.3M
0
-100%
减持
ICE
Intercontinental Exchange, Inc
-$57.8M
3,800
-99%
增持
—
Arch Capital
+$54.7M
8,000,144
+2%
减持
UPS
United Parcel Service
-$52.5M
32,850
-90%
增持
XRAY
Dentsply Sirona Inc
+$47.4M
3,525,683
+37%
建仓
KHC
The Kraft Heinz Company
+$43.5M
1,211,820
减持
MATV
Schweitzer Mauduit
-$40.4M
1,938,302
-32%
建仓
—
London Stock Exchange Group PL
+$40.4M
430,000
增持
BAX
Baxter International Inc
+$38.7M
895,845
+89%
减持
—
AerCap Holdings N.V.
+$38.4M
5,124,092
-0%
减持
—
Colfax Corporation
-$33.5M
5,980,513
-11%
减持
ATO
Atmos Energy
+$32.7M
2,021,133
-0%
增持
—
Hanesbrands Inc
+$32.5M
10,989,762
+25%
减持
—
Steelcase Cl A
-$31.9M
3,657,256
-38%
增持
WMB
The Williams Companies Inc
+$31.9M
4,980,691
+32%
增持
PGR
Progressive
+$29.9M
2,179,215
+2%
增持
—
Perrigo Co PLC
+$29.4M
3,622,242
+54%
增持
—
Helen of Troy
+$28.7M
1,358,991
+1%
清仓
HXL
Hexcel Corporation
-$28.1M
0
-100%
增持
SWK
Stanley Black & Decker
+$28.1M
752,563
+16%
增持
HII
Huntington Ingalls Industries
+$27.5M
553,251
+41%
减持
AYI
Acuity Brands Inc
-$27.1M
248,566
-46%
增持
ALL
The Allstate Corporation
+$27.0M
955,724
+42%
增持
MKSI
MKS Instruments Inc.
+$26.1M
611,114
+15%
增持
—
IAA Inc
-$21.9M
6,352,398
+1%
减持
AWI
Armstrong World Industries Inc
+$20.9M
1,026,170
-0%
减持
WHR
Whirlpool Corp.
+$20.1M
676,672
-1%
减持
SCHW
Charles Schwab Corporation
-$19.2M
1,176,574
-27%
减持
STT
State Street
+$19.0M
2,484,496
-1%
减持
AME
Ametek Inc
+$18.8M
876,031
-1%
减持
RS
Reliance Steel & Aluminum
+$18.8M
971,244
-0%
增持
BWXT
BWX Technologies Inc
-$17.6M
3,033,380
+0%
减持
GIS
General Mills
+$16.6M
2,406,967
-1%
减持
—
Syneos Health Inc
-$14.7M
1,696,351
-21%
减持
—
Umpqua Holdings
-$14.4M
3,844,575
-12%
增持
—
PGT Innovations Inc
+$13.1M
3,807,871
+0%
减持
HCA
HCA Healthcare Inc.
-$12.1M
329,076
-17%
减持
PCAR
PACCAR Inc
+$10.7M
1,243,422
-1%
减持
—
RenaissanceRe
-$10.6M
754,927
-24%
增持
JNJ
Johnson & Johnson
+$10.3M
861,079
+2%
增持
WFC
Wells Fargo
+$10.1M
2,159,335
+7%
减持
UNH
UnitedHealth Group
+$9.9M
172,486
-12%
减持
—
Alleghany Corp
+$9.0M
280,592
-2%
增持
LDOS
Leidos Holdings Inc
-$8.8M
2,637,438
+4%
减持
BRK/B
Berkshire Hathaway Cl B
+$8.7M
373,299
-1%
减持
USB
US Bancorp
-$8.6M
1,674,424
-3%
减持
FNF
Fidelity National Financial In
+$8.3M
4,755,002
-10%
增持
AEO
American Eagle Outfitters
+$8.2M
5,890,640
+8%
增持
DFH
Dream Finders Homes Inc
+$8.1M
1,755,755
+17%
增持
GNTX
Gentex Corporation
+$8.0M
3,865,907
+1%
减持
—
Laboratory Corp. of America
+$8.0M
272,530
-1%
减持
—
TE Connectivity
+$7.7M
969,080
-11%
减持
INGR
Ingredion Incorporated
+$7.5M
1,188,880
-1%
增持
WGO
Winnebago
+$7.4M
2,075,467
+2%
减持
HAS
Hasbro
+$7.3M
642,890
-1%
增持
PLXS
Plexus Corp
+$7.2M
717,349
+4%
减持
—
Chubb Limited
-$7.1M
697,768
-15%
增持
—
Medtronic PLC
-$6.5M
1,024,773
+14%
增持
BDX
Becton Dickinson and Company
+$6.5M
590,172
+2%
减持
ITW
Illinois Tool Works
-$6.3M
2,260
-93%
增持
—
Essent Group Ltd
+$6.0M
3,512,333
+0%
减持
—
Brookfield Asset Management In
+$5.9M
2,951,885
-8%
减持
JPM
JP Morgan Chase
-$5.3M
404,024
-4%
增持
WWD
Woodward
-$5.0M
1,725,550
+1%
减持
—
Air Lease Corp
+$4.9M
1,137,644
-1%
减持
VREX
Varex Imaging Corporation
-$4.4M
1,185,200
-20%
减持
GIL
Gildan Activewear
+$3.9M
8,911,088
-13%
减持
IART
Integra Lifesciences
-$3.8M
2,377,126
-0%
增持
PM
Philip Morris Int'l
+$3.1M
1,174,833
+3%
增持
VZ
Verizon Communications
+$3.0M
2,250,973
+7%
减持
ONTO
Onto Innovation Inc
-$2.9M
282,718
-35%
减持
FUL
H.B. Fuller Company
-$2.8M
705,068
-24%
减持
BOOM
DMC Global Inc
+$2.8M
1,230,804
-1%
减持
GRC
Gorman Rupp Co
-$2.8M
278,379
-34%
减持
SIGI
Selective Insurance Group Inc
+$2.7M
493,510
-1%
减持
WSFS
WSFS Financial
-$2.4M
1,305,546
-1%
减持
—
Amdocs Limited
-$2.2M
1,770,952
-0%
减持
—
Unilever PLC ADR
-$2.0M
1,720,993
-1%
增持
CBSH
Commerce Bancshares
+$1.7M
986,993
+4%
减持
—
Gates Industrial Corporation P
-$1.6M
4,395,395
-0%
增持
BV
BrightView Holdings Inc
-$1.4M
2,329,400
+1%
减持
MBUU
Malibu Boats Inc
-$1.3M
601,863
-1%
减持
SRI
Stoneridge Inc
-$1.2M
1,761,883
-0%
减持
EPAC
Enerpac Tool Group
-$982.0K
1,426,113
-1%
减持
SYF
Synchrony Financial
-$836.0K
12,120
-58%
减持
PNC
PNC Financial Services
-$815.0K
196,355
-4%
减持
GBCI
Glacier Bancorp Inc
+$611.0K
1,055,756
-1%
减持
—
American Woodmark
-$569.0K
1,242,162
-0%
清仓
—
Exxon Mobil
-$523.0K
0
-100%
清仓
—
Eaton PLC
-$464.0K
0
-100%
减持
SLB
Schlumberger
-$417.0K
1,218,238
-2%
清仓
SNA
Snap-on Incorporated
-$370.0K
0
-100%
清仓
—
Axalta Coating Systems Ltd.
-$339.0K
0
-100%
减持
EMR
Emerson Electric
-$336.0K
5,000
-41%
减持
MMM
3M Company
-$314.0K
286,056
-2%
清仓
MSFT
Microsoft
-$310.0K
0
-100%
减持
RUSHA
Rush Enterprises Inc. Class A
-$260.0K
934,447
-19%
减持
—
National Western Life Grp Cl A
+$175.0K
109,011
-1%
减持
OMC
Omnicom Group
-$40.0K
2,302,174
-1%
