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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 100 项
建仓 4
增持 37
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
Colfax Corporation
-$279.0M
0
-100%
建仓
ESAB
ESAB Corporation
+$155.6M
3,556,034
减持
—
Amdocs Limited
-$112.7M
328,628
-81%
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。
减持
—
Alleghany Corp
-$98.2M
73,219
-61%
减持
BDX
Becton Dickinson and Company
-$91.5M
257,091
-56%
建仓
ENOV
Enovis Corp
+$86.3M
1,568,611
增持
HAS
Hasbro
+$72.0M
1,623,862
+118%
增持
SYF
Synchrony Financial
+$67.0M
2,441,336
+19813%
减持
LDOS
Leidos Holdings Inc
-$65.5M
1,073,040
-33%
减持
FNF
Fidelity National Financial In
-$63.2M
4,941,855
-2%
减持
ATO
Atmos Energy
-$60.3M
1,435,020
-22%
增持
GIL
Gildan Activewear
-$58.6M
9,740,100
+8%
增持
SWK
Stanley Black & Decker
+$55.3M
2,235,751
+75%
减持
—
Arch Capital
-$50.1M
6,657,636
-9%
减持
MATV
Schweitzer Mauduit
-$46.5M
242,565
-87%
减持
AEO
American Eagle Outfitters
-$45.1M
7,627,840
-2%
增持
AYI
Acuity Brands Inc
+$40.6M
567,839
+129%
建仓
CBOE
Cboe Global Holdings
+$40.5M
357,500
减持
ALL
The Allstate Corporation
-$40.4M
785,101
-22%
减持
MMM
3M Company
-$40.1M
11,150
-96%
建仓
GOOGL
Alphabet Inc CL A
+$39.2M
17,969
增持
WWD
Woodward
-$37.8M
1,759,615
+10%
减持
PM
Philip Morris Int'l
-$35.8M
663,851
-38%
增持
OMC
Omnicom Group
-$35.6M
2,659,083
+10%
减持
—
Activision Blizzard Inc
-$35.2M
1,753,159
-18%
增持
—
Laboratory Corp. of America
+$34.5M
555,096
+53%
增持
—
Helen of Troy
-$32.4M
1,564,653
+7%
增持
—
TE Connectivity
+$31.6M
1,998,393
+35%
增持
XRAY
Dentsply Sirona Inc
-$30.6M
4,710,212
+17%
增持
—
IAA Inc
-$29.2M
7,771,689
+5%
减持
AME
Ametek Inc
-$29.1M
1,130,056
-2%
减持
UNH
UnitedHealth Group
-$28.5M
110,438
-34%
增持
PGR
Progressive
+$28.2M
2,341,961
+9%
减持
IART
Integra Lifesciences
-$27.8M
2,493,374
-1%
减持
PCAR
PACCAR Inc
-$23.4M
982,879
-17%
增持
—
Medtronic PLC
+$21.9M
1,584,122
+46%
减持
AWI
Armstrong World Industries Inc
-$21.7M
1,309,432
-2%
增持
BOOM
DMC Global Inc
-$19.8M
1,702,311
+3%
减持
WMB
The Williams Companies Inc
-$19.2M
4,294,787
-6%
减持
BWXT
BWX Technologies Inc
-$18.5M
2,095,127
-16%
减持
GIS
General Mills
-$18.0M
1,995,642
-20%
增持
MKSI
MKS Instruments Inc.
+$17.4M
1,366,598
+67%
减持
WHR
Whirlpool Corp.
-$16.1M
774,253
-2%
减持
CBSH
Commerce Bancshares
-$14.9M
911,123
-13%
减持
JPM
JP Morgan Chase
-$14.6M
585,257
-1%
增持
—
Hanesbrands Inc
+$13.8M
20,283,808
+55%
减持
HII
Huntington Ingalls Industries
-$13.3M
366,306
-22%
减持
—
Essent Group Ltd
-$13.3M
4,035,540
-2%
增持
HCA
HCA Healthcare Inc.
-$13.1M
401,641
+25%
减持
—
Air Lease Corp
-$12.9M
1,114,514
-1%
增持
—
Syneos Health Inc
+$12.3M
2,836,728
+20%
增持
ARW
Arrow Electronics
-$12.2M
3,130,480
+2%
增持
—
London Stock Exchange Group PL
+$11.9M
4,788,567
+27%
增持
KHC
The Kraft Heinz Company
+$10.7M
1,483,117
+27%
减持
FUL
H.B. Fuller Company
-$10.7M
691,174
-13%
减持
SIGI
Selective Insurance Group Inc
-$10.3M
235,020
-32%
减持
WFC
Wells Fargo
-$9.9M
1,004,454
-1%
增持
—
Gates Industrial Corporation P
-$9.7M
6,793,408
+23%
减持
GNTX
Gentex Corporation
-$9.7M
5,216,147
-2%
减持
FCFS
FirstCash Inc
-$9.5M
2,396,078
-4%
减持
GL
Globe Life Inc
-$9.0M
1,844,106
-2%
增持
—
Brookfield Asset Management In
+$8.9M
4,562,190
+33%
减持
DFH
Dream Finders Homes Inc
-$8.8M
1,326,086
-1%
减持
WSFS
WSFS Financial
-$8.8M
1,264,496
-1%
增持
—
AerCap Holdings N.V.
+$7.9M
6,102,854
+27%
减持
—
Umpqua Holdings
-$7.4M
3,389,061
-0%
减持
SRI
Stoneridge Inc
-$7.2M
1,951,018
-0%
增持
KMX
Carmax Inc
+$7.2M
1,706,935
+12%
增持
STT
State Street
-$6.8M
4,095,509
+38%
减持
—
RenaissanceRe
-$6.6M
779,422
-4%
增持
JNJ
Johnson & Johnson
+$6.0M
922,866
+4%
减持
—
American Woodmark
-$5.3M
1,264,116
-0%
减持
—
PGT Innovations Inc
-$5.3M
3,889,123
-0%
增持
SCHW
Charles Schwab Corporation
+$4.9M
1,286,797
+42%
减持
—
Steelcase Cl A
-$4.6M
3,540,006
-1%
减持
—
Perrigo Co PLC
-$4.3M
3,557,298
-8%
减持
EPAC
Enerpac Tool Group
-$4.3M
1,386,693
-1%
增持
BRK/B
Berkshire Hathaway Cl B
-$4.2M
319,239
+23%
减持
PNC
PNC Financial Services
-$3.9M
139,670
-1%
减持
BV
BrightView Holdings Inc
-$3.8M
2,278,180
-1%
增持
VREX
Varex Imaging Corporation
+$3.7M
1,592,140
+12%
减持
MBUU
Malibu Boats Inc
-$3.6M
627,343
-1%
减持
GBCI
Glacier Bancorp Inc
-$3.4M
1,023,086
-1%
减持
PLXS
Plexus Corp
-$3.2M
862,159
-0%
减持
RUSHA
Rush Enterprises Inc. Class A
-$2.8M
935,641
-0%
增持
ONTO
Onto Innovation Inc
+$2.7M
321,958
+41%
增持
—
Chubb Limited
-$2.6M
654,866
+7%
增持
WGO
Winnebago
+$2.0M
2,371,057
+13%
减持
—
Unilever PLC ADR
-$2.0M
2,024,344
-3%
减持
VZ
Verizon Communications
-$2.0M
2,191,971
-1%
减持
INGR
Ingredion Incorporated
-$1.6M
1,194,689
-3%
减持
—
National Western Life Grp Cl A
-$1.2M
106,495
-2%
增持
BAX
Baxter International Inc
-$1.1M
1,295,745
+19%
清仓
SLB
Schlumberger
-$711.0K
0
-100%
增持
USB
US Bancorp
-$683.0K
2,742,228
+15%
减持
UPS
United Parcel Service
-$678.0K
13,190
-8%
减持
RS
Reliance Steel & Aluminum
-$611.0K
3,300
-48%
清仓
GOOG
Alphabet Inc CL C
-$223.0K
0
-100%
减持
PFE
Pfizer
-$18.0K
4,656
-8%
增持
GRC
Gorman Rupp Co
+$15.0K
427,228
+27%
