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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 109 项
建仓 10
增持 31
减持 61
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
—
IAA Inc
-$275.0M
0
-100%
建仓
—
Ritchie Bros. Auctioneers
+$197.5M
3,508,283
减持
PGR
Progressive
-$193.1M
23,742
-98%
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
—
Discover Financial Services
+$95.4M
965,320
增持
GOOGL
Alphabet Inc CL A
+$89.9M
1,400,850
+123%
建仓
TFX
Teleflex Incorporated
+$79.2M
312,836
清仓
SYF
Synchrony Financial
-$78.2M
0
-100%
建仓
LKQ
LKQ Corp
+$70.6M
1,244,281
清仓
—
Syneos Health Inc
-$69.1M
0
-100%
清仓
PCAR
PACCAR Inc
-$66.5M
0
-100%
建仓
MKL
Markel Corporation
+$59.8M
46,810
清仓
—
Umpqua Holdings
-$59.3M
0
-100%
增持
GIL
Gildan Activewear
+$59.2M
9,926,688
+1%
减持
ENOV
Enovis Corp
-$58.6M
518,322
-68%
建仓
COLB
Columbia Banking System
+$46.3M
2,159,447
增持
OTEX
Open Text Corp
+$44.5M
4,604,034
+3%
减持
—
AerCap Holdings N.V.
-$43.0M
5,605,562
-9%
增持
FNF
Fidelity National Financial In
+$42.6M
6,424,283
+33%
增持
BN
Brookfield Corp
+$40.4M
7,502,084
+16%
减持
XRAY
Dentsply Sirona Inc
+$38.0M
5,723,638
-2%
增持
GBCI
Glacier Bancorp Inc
+$34.6M
2,001,077
+100%
建仓
BAC
Bank of America
+$32.8M
1,146,448
减持
SWK
Stanley Black & Decker
-$30.9M
1,681,529
-24%
建仓
APG
APi Group
+$30.6M
1,360,751
增持
SCHW
Charles Schwab Corporation
-$29.7M
1,400,457
+13%
减持
—
TE Connectivity
+$29.2M
2,068,684
-2%
减持
OMC
Omnicom Group
+$27.6M
2,588,326
-3%
减持
—
RenaissanceRe
-$26.5M
320,131
-35%
增持
EOG
EOG Resources Inc
+$22.2M
672,073
+59%
增持
CBOE
Cboe Global Holdings
+$21.9M
507,600
+38%
增持
—
Hanesbrands Inc
-$21.4M
24,045,638
+3%
建仓
FLO
Flowers Foods Inc
+$20.3M
738,900
减持
—
Activision Blizzard Inc
-$20.1M
1,526,473
-23%
增持
—
Helen of Troy
-$20.1M
1,901,040
+5%
减持
ARW
Arrow Electronics
-$19.5M
2,780,238
-21%
减持
WMB
The Williams Companies Inc
-$19.1M
4,840,152
-3%
减持
WMG
Warner Music Group Corp
-$17.4M
1,930,583
-17%
减持
MKSI
MKS Instruments Inc.
-$16.5M
1,403,475
-16%
建仓
ITGR
Integer Holdings Corporation
+$16.3M
210,330
减持
—
London Stock Exchange Group PL
+$14.5M
4,753,896
-1%
减持
—
Gates Industrial Corporation P
+$14.3M
6,620,684
-3%
减持
STT
State Street
-$14.2M
4,077,190
-2%
减持
—
PGT Innovations Inc
+$14.1M
2,834,209
-11%
增持
—
Open Text Corporation
+$12.1M
1,145,000
+6%
增持
GL
Globe Life Inc
-$11.7M
1,489,769
+2%
增持
DFH
Dream Finders Homes Inc
+$11.3M
1,702,811
+31%
减持
WSFS
WSFS Financial
-$10.2M
1,048,809
-4%
增持
PNC
PNC Financial Services
+$9.5M
512,085
+46%
减持
FUL
H.B. Fuller Company
-$9.1M
461,389
-19%
减持
WHR
Whirlpool Corp.
-$9.0M
728,196
-2%
增持
BDX
Becton Dickinson and Company
+$8.5M
295,573
+16%
增持
USB
US Bancorp
-$8.4M
3,018,174
+12%
减持
ESAB
ESAB Corporation
+$7.7M
3,872,253
-18%
减持
BWXT
BWX Technologies Inc
+$7.7M
1,927,513
-2%
减持
AEO
American Eagle Outfitters
-$7.5M
8,068,560
-3%
减持
BAM
Brookfield Asset Management -
+$7.4M
2,345,257
-3%
减持
WGO
Winnebago
+$6.9M
2,261,947
-4%
减持
AYI
Acuity Brands Inc
+$6.1M
522,199
-3%
减持
—
Perrigo Co PLC
-$5.7M
3,563,223
-9%
减持
HCA
HCA Healthcare Inc.
+$5.7M
354,418
-3%
增持
JNJ
Johnson & Johnson
-$5.5M
908,354
+10%
减持
JPM
JP Morgan Chase
-$5.4M
659,095
-3%
增持
HAS
Hasbro
-$5.3M
2,836,186
+10%
减持
KHC
The Kraft Heinz Company
-$5.1M
1,542,813
-3%
减持
KMX
CarMax Inc
+$5.0M
2,344,247
-2%
减持
—
Arch Capital
-$4.6M
2,515,491
-10%
增持
CBRE
CBRE Group Inc. Cl A
-$4.4M
1,555,838
+2%
减持
FCFS
FirstCash Inc
+$4.2M
642,688
-2%
减持
INGR
Ingredion Incorporated
+$4.0M
1,121,195
-0%
减持
CBSH
Commerce Bancshares
-$4.0M
331,265
-3%
减持
SIGI
Selective Insurance Group Inc
-$3.8M
126,238
-29%
增持
—
Laboratory Corp. of America
+$3.8M
552,343
+6%
减持
BOOM
DMC Global Inc
+$3.7M
1,645,387
-1%
增持
VREX
Varex Imaging Corporation
-$3.6M
1,830,113
+1%
减持
WWD
Woodward
-$3.6M
1,704,799
-3%
减持
—
London Stock Exchange Group PL
+$3.5M
394,000
-3%
减持
—
National Western Life Grp Cl A
-$3.3M
62,425
-5%
减持
GIS
General Mills
-$3.3M
38,971
-50%
减持
—
Steelcase Cl A
+$3.1M
3,265,044
-5%
减持
VZ
Verizon Communications
-$3.1M
2,000,770
-3%
减持
BRK/B
Berkshire Hathaway Cl B
-$3.0M
297,120
-3%
减持
AME
Ametek Inc
-$2.9M
1,021,024
-6%
增持
EPAC
Enerpac Tool Group
+$2.9M
1,292,051
+9%
增持
BAX
Baxter International Inc
+$2.8M
3,255,880
+28%
增持
SRI
Stoneridge Inc
-$2.7M
1,597,149
+6%
增持
PM
Philip Morris Int'l
+$2.7M
692,185
+8%
增持
ALL
Allstate Corporation
+$2.7M
986,603
+25%
增持
—
Chubb Limited
-$2.5M
623,144
+11%
减持
WFC
Wells Fargo
-$2.3M
56,902
-47%
减持
—
Essent Group Ltd
+$2.2M
3,893,383
-2%
减持
ATO
Atmos Energy
-$2.1M
1,010,553
-2%
减持
—
Air Lease Corp
-$2.0M
1,280,779
-6%
增持
BV
BrightView Holdings Inc
-$1.9M
3,284,047
+11%
减持
ONTO
Onto Innovation Inc
-$1.7M
396,383
-26%
减持
GNTX
Gentex Corporation
+$1.2M
5,463,455
-2%
减持
—
Medtronic PLC
+$1.1M
1,952,065
-3%
增持
GRC
Gorman Rupp Co
+$1.0M
545,230
+11%
减持
RUSHA
Rush Enterprises Inc. Class A
-$795.5K
799,140
-6%
减持
UNH
UnitedHealth Group
-$533.9K
5,680
-6%
减持
—
American Woodmark
+$456.9K
1,176,681
-5%
减持
IART
Integra Lifesciences
-$443.6K
2,660,571
-3%
清仓
LDOS
Leidos Holdings Inc
-$420.8K
0
-100%
减持
MBUU
Malibu Boats Inc
-$232.7K
578,423
-6%
清仓
PFE
Pfizer
-$202.7K
0
-100%
减持
AWI
Armstrong World Industries Inc
+$159.6K
1,221,357
-4%
减持
—
Amdocs Limited
-$147.1K
5,000
-28%
减持
RS
Reliance Steel & Aluminum
+$102.2K
3,000
-9%
减持
—
Unilever PLC ADR
+$16.8K
1,882,991
-3%
增持
MTB
M&T Bank Corporation
+$5.7K
451,003
+21%
