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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 99 项
建仓 4
增持 25
减持 68
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
LDOS
Leidos Holdings Inc
-$107.5M
7,005
-99%
增持
—
Helen of Troy
-$97.2M
1,627,430
+4%
建仓
CBRE
CBRE Group Inc. Cl A
+$90.9M
1,346,207
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。
建仓
OTEX
Open Text Corp
+$85.6M
3,236,789
增持
—
Syneos Health Inc
-$67.1M
2,888,593
+2%
增持
—
Hanesbrands Inc
-$64.7M
20,686,961
+2%
增持
SWK
Stanley Black & Decker
-$63.1M
2,277,776
+2%
减持
GIS
General Mills
-$62.0M
1,156,140
-42%
清仓
—
Alleghany Corp
-$61.0M
0
-100%
减持
UNH
UnitedHealth Group
-$53.3M
6,769
-94%
减持
ATO
Atmos Energy
-$53.2M
1,057,029
-26%
增持
ARW
Arrow Electronics
-$50.4M
3,259,823
+4%
减持
PGR
Progressive
-$49.8M
1,914,391
-18%
建仓
EOG
EOG Resources Inc
+$47.7M
426,517
减持
HII
Huntington Ingalls Industries
-$42.7M
167,626
-54%
减持
XRAY
Dentsply Sirona Inc
-$37.4M
4,616,732
-2%
减持
WFC
Wells Fargo
-$34.9M
111,297
-89%
减持
—
Perrigo Co PLC
-$30.9M
3,179,783
-11%
减持
PLXS
Plexus Corp
-$30.2M
428,467
-50%
减持
FCFS
FirstCash Inc
-$29.4M
1,869,255
-22%
减持
VZ
Verizon Communications
-$29.3M
2,159,158
-1%
减持
GL
Globe Life Inc
-$29.0M
1,512,199
-18%
减持
—
Amdocs Limited
-$26.8M
7,780
-98%
增持
ALL
The Allstate Corporation
+$23.6M
988,255
+26%
减持
WWD
Woodward
-$22.6M
1,745,676
-1%
建仓
—
Open Text Corporation
+$22.6M
851,000
减持
—
Laboratory Corp. of America
-$20.4M
535,548
-4%
减持
—
Essent Group Ltd
-$19.5M
3,942,165
-2%
增持
IART
Integra Lifesciences
-$19.0M
2,732,859
+10%
增持
HAS
Hasbro
-$18.7M
1,694,303
+4%
减持
—
Brookfield Asset Management In
-$17.9M
4,524,346
-1%
增持
PCAR
PACCAR Inc
+$17.6M
1,177,282
+20%
减持
WHR
Whirlpool Corp.
-$16.9M
764,255
-1%
减持
USB
US Bancorp
-$16.5M
2,720,378
-1%
减持
—
Steelcase Cl A
-$15.4M
3,470,511
-2%
增持
MKSI
MKS Instruments Inc.
-$15.3M
1,511,465
+11%
增持
GNTX
Gentex Corporation
-$15.1M
5,487,985
+5%
减持
ENOV
Enovis Corp
-$15.1M
1,545,764
-1%
减持
BWXT
BWX Technologies Inc
-$15.0M
1,992,853
-5%
减持
JNJ
Johnson & Johnson
-$14.6M
913,411
-1%
增持
WMB
The Williams Companies Inc
+$12.8M
5,128,089
+19%
增持
HCA
HCA Healthcare Inc.
+$12.7M
436,318
+9%
减持
INGR
Ingredion Incorporated
-$12.1M
1,158,029
-3%
减持
—
London Stock Exchange Group PL
-$11.8M
4,777,196
-0%
减持
PM
Philip Morris Int'l
-$11.2M
655,226
-1%
增持
ESAB
ESAB Corporation
-$10.6M
4,345,528
+22%
增持
PNC
PNC Financial Services
+$10.3M
216,480
+55%
减持
SCHW
Charles Schwab Corporation
+$10.1M
1,271,629
-1%
减持
—
Chubb Limited
-$10.0M
653,066
-0%
减持
BV
BrightView Holdings Inc
-$9.6M
2,236,795
-2%
减持
—
IAA Inc
-$9.1M
7,709,995
-1%
减持
GIL
Gildan Activewear
-$9.1M
9,593,442
-2%
减持
WGO
Winnebago
+$8.8M
2,329,982
-2%
减持
—
Activision Blizzard Inc
-$8.6M
1,720,619
-2%
增持
BAX
Baxter International Inc
-$8.1M
1,394,265
+8%
增持
—
Medtronic PLC
+$8.1M
1,861,380
+18%
减持
—
Gates Industrial Corporation P
-$8.1M
6,692,953
-1%
减持
RUSHA
Rush Enterprises Inc. Class A
-$7.9M
847,785
-9%
减持
—
PGT Innovations Inc
+$7.8M
3,459,409
-11%
减持
KHC
The Kraft Heinz Company
-$7.5M
1,471,878
-1%
减持
—
AerCap Holdings N.V.
+$7.2M
6,073,194
-0%
减持
BDX
Becton Dickinson and Company
-$6.9M
253,514
-1%
减持
FNF
Fidelity National Financial In
-$6.8M
4,856,868
-2%
减持
WSFS
WSFS Financial
+$6.6M
1,233,851
-2%
清仓
MATV
Schweitzer Mauduit
-$6.1M
0
-100%
增持
KMX
CarMax Inc
-$6.0M
2,247,754
+32%
减持
STT
State Street
-$5.9M
4,054,442
-1%
减持
—
Unilever PLC ADR
-$5.2M
1,997,996
-1%
减持
—
Arch Capital
-$4.1M
6,560,495
-1%
增持
JPM
JP Morgan Chase
+$3.9M
668,142
+14%
减持
BOOM
DMC Global Inc
-$3.9M
1,675,797
-2%
减持
OMC
Omnicom Group
-$3.9M
2,619,876
-1%
增持
ONTO
Onto Innovation Inc
+$3.7M
408,763
+27%
减持
—
National Western Life Grp Cl A
-$3.7M
104,925
-1%
增持
AEO
American Eagle Outfitters
-$3.6M
8,399,160
+10%
减持
MBUU
Malibu Boats Inc
-$3.4M
617,923
-2%
减持
—
Air Lease Corp
-$3.3M
1,093,539
-2%
减持
BRK/B
Berkshire Hathaway Cl B
-$3.0M
315,237
-1%
减持
AWI
Armstrong World Industries Inc
+$2.9M
1,275,667
-3%
增持
—
TE Connectivity
+$2.7M
2,073,347
+4%
减持
—
American Woodmark
-$2.6M
1,237,951
-2%
减持
GRC
Gorman Rupp Co
-$2.1M
420,313
-2%
减持
EPAC
Enerpac Tool Group
-$2.0M
1,366,263
-1%
减持
AME
Ametek Inc
+$2.0M
1,112,284
-2%
减持
CBSH
Commerce Bancshares
-$1.8M
877,495
-4%
减持
SRI
Stoneridge Inc
-$1.5M
1,887,849
-3%
减持
SYF
Synchrony Financial
+$1.3M
2,438,393
-0%
减持
AYI
Acuity Brands Inc
-$1.3M
547,379
-4%
减持
MMM
3M Company
-$1.1M
3,490
-69%
减持
VREX
Varex Imaging Corporation
-$999.0K
1,563,700
-2%
减持
FUL
H.B. Fuller Company
-$805.0K
679,059
-2%
减持
GBCI
Glacier Bancorp Inc
+$774.0K
1,003,241
-2%
增持
—
RenaissanceRe
-$590.0K
863,937
+11%
减持
CBOE
Cboe Global Holdings
+$403.0K
348,200
-3%
增持
SIGI
Selective Insurance Group Inc
-$379.0K
246,365
+5%
减持
UPS
United Parcel Service
-$342.0K
12,790
-3%
减持
DFH
Dream Finders Homes Inc
-$284.0K
1,304,293
-2%
增持
GOOGL
Alphabet Inc CL A
-$284.0K
406,439
+2162%
减持
—
Umpqua Holdings
-$34.0K
3,323,661
-2%
