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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 94 项
建仓 2
增持 51
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
GL
Globe Life Inc
-$252.5M
0
-100%
建仓
LH
Labcorp Holdings
+$188.9M
928,250
清仓
—
Laboratory Corp. of America
-$159.9M
0
-100%
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
CCI
Crown Castle Inc
+$112.5M
2,578,932
+96%
增持
UNH
UnitedHealth Group
+$77.2M
294,954
+100%
增持
APG
APi Group
+$73.0M
2,884,540
+219%
减持
—
Medtronic PLC
-$61.5M
1,137,042
-34%
清仓
BWXT
BWX Technologies Inc
-$60.4M
0
-100%
建仓
MSA
MSA Safety
+$60.2M
320,932
减持
MKSI
MKS Instruments Inc.
-$55.2M
474,515
-46%
减持
KMX
CarMax Inc
-$48.8M
1,910,283
-12%
增持
FLO
Flowers Foods Inc
+$45.0M
5,301,518
+73%
减持
WGO
Winnebago
-$43.5M
2,086,955
-1%
减持
—
AerCap Holdings N.V.
-$41.7M
3,273,947
-18%
减持
AEO
American Eagle Outfitters
-$39.1M
6,383,530
-1%
增持
—
Helen of Troy
-$38.9M
1,913,566
+2%
减持
HAS
Hasbro
-$34.8M
2,261,629
-24%
减持
WMB
The Williams Companies Inc
-$30.1M
2,272,038
-30%
增持
OXY
Occidental Petroleum
+$29.9M
1,450,064
+53%
增持
AESI
Atlas Energy Solutions Inc
+$29.5M
1,699,013
+776%
减持
—
Tecnoglass
-$28.3M
1,010,890
-33%
增持
XRAY
Dentsply Sirona Inc
-$27.4M
7,506,845
+16%
增持
TFX
Teleflex Incorporated
+$24.5M
912,797
+23%
减持
—
Essent Group Ltd
-$23.1M
2,329,235
-10%
减持
ESAB
ESAB Corporation
-$22.5M
1,209,621
-2%
增持
—
Perrigo Co PLC
-$21.8M
3,501,401
+1%
减持
—
Gates Industrial Corporation P
-$21.6M
5,077,960
-12%
增持
DFH
Dream Finders Homes Inc
-$21.3M
1,866,067
+17%
增持
SWK
Stanley Black & Decker
-$20.7M
1,525,438
+5%
增持
PM
Philip Morris Int'l
+$20.6M
1,470,388
+5%
减持
BAX
Baxter International Inc
-$18.5M
1,894,870
-1%
增持
GIL
Gildan Activewear
+$18.2M
10,252,785
+3%
增持
—
TE Connectivity
+$17.2M
1,753,850
+3%
增持
CBRE
CBRE Group Inc. Cl A
+$16.8M
1,840,587
+22%
增持
—
Chubb Limited
+$16.6M
625,705
+13%
减持
WWD
Woodward
-$16.1M
1,315,191
-17%
增持
WMG
Warner Music Group Corp
+$15.4M
5,061,093
+20%
增持
OTEX
Open Text Corp
-$15.0M
5,536,769
+19%
增持
—
Unilever PLC ADR
+$14.4M
1,586,816
+9%
减持
GBCI
Glacier Bancorp Inc
-$14.3M
4,250,941
-1%
增持
—
American Woodmark
-$12.8M
909,653
+10%
减持
AWI
Armstrong World Industries Inc
-$12.6M
1,001,430
-1%
增持
—
Hanesbrands Inc
-$12.2M
16,329,763
+2%
减持
ITGR
Integer Holdings Corporation
-$12.2M
323,603
-24%
增持
FNF
Fidelity National Financial In
-$12.1M
5,937,596
+3%
增持
MBUU
Malibu Boats Inc
-$11.0M
1,350,283
+0%
增持
LKQ
LKQ Corp
+$10.4M
3,067,772
+40%
增持
BDX
Becton Dickinson and Company
+$10.3M
811,880
+12%
增持
KHC
The Kraft Heinz Company
-$10.3M
3,402,510
+5%
增持
BAC
Bank of America
+$10.2M
1,902,343
+10%
减持
BOOM
DMC Global Inc
-$10.2M
1,751,471
-4%
增持
CNMD
CONMED Corporation
+$10.0M
628,621
+50%
增持
BN
Brookfield Corp
+$9.4M
5,698,773
+5%
减持
GNTX
Gentex Corporation
-$9.1M
3,084,149
-1%
增持
ARW
Arrow Electronics
-$9.0M
1,877,460
+3%
增持
RBA
RB Global Inc
+$8.9M
3,311,490
+3%
减持
VREX
Varex Imaging Corporation
-$8.8M
2,326,443
-2%
减持
BAM
Brookfield Asset Management -
-$8.7M
1,957,661
-1%
增持
—
RenaissanceRe
+$8.5M
1,027,601
+9%
增持
IART
Integra Lifesciences
-$8.4M
3,514,281
+12%
增持
KVUE
Kenvue Inc
+$7.9M
2,812,123
+40%
减持
—
Air Lease Corp
-$7.9M
1,347,074
-4%
增持
—
Discover Financial Services
+$7.8M
1,281,950
+5%
增持
RUSHA
Rush Enterprises Inc. Class A
-$7.4M
1,092,709
+10%
增持
EOG
EOG Resources Inc
+$6.7M
596,118
+12%
减持
EPAC
Enerpac Tool Group Corp
-$6.6M
1,384,952
-17%
增持
OMC
Omnicom Group
-$6.4M
2,399,651
+5%
减持
BV
BrightView Holdings Inc
-$5.9M
2,162,492
-26%
增持
VZ
Verizon Communications
+$5.6M
1,843,838
+10%
增持
JBI
Janus International Group
+$5.1M
3,825,764
+34%
增持
BRK/B
Berkshire Hathaway Cl B
+$4.9M
206,393
+10%
减持
SRI
Stoneridge Inc
-$4.9M
1,532,951
-4%
减持
AME
Ametek Inc
-$4.7M
262,353
-1%
增持
ATO
Atmos Energy
+$4.5M
1,521,696
+5%
增持
HCA
HCA Healthcare Inc.
+$3.8M
215,748
+10%
增持
STT
State Street
-$3.7M
3,551,282
+3%
减持
SCHW
Charles Schwab Corporation
-$3.6M
2,171,244
-4%
减持
STC
Stewart Information Services
-$3.2M
596,219
-4%
减持
MKL
Markel Group
+$3.0M
57,465
-0%
增持
JNJ
Johnson & Johnson
-$2.7M
832,496
+6%
减持
JPM
JP Morgan Chase
-$2.7M
437,314
-4%
增持
—
Steelcase Cl A
+$2.0M
4,002,442
+5%
减持
MTB
M&T Bank Corporation
+$1.7M
377,410
-1%
增持
PNC
PNC Financial Services
+$1.3M
676,190
+5%
清仓
USB
US Bancorp
-$1.2M
0
-100%
减持
ALL
Allstate Corporation
-$1.1M
1,600
-79%
增持
INGR
Ingredion Incorporated
+$976.4K
1,018,002
+3%
增持
GRC
Gorman Rupp Co
-$889.1K
563,422
+3%
清仓
—
Arch Capital
-$629.5K
0
-100%
增持
COP
ConocoPhillips
-$565.4K
1,603,914
+11%
减持
CBSH
Commerce Bancshares
+$495.8K
923,121
-4%
减持
COLB
Columbia Banking System
+$291.5K
2,115,334
-2%
减持
WSFS
WSFS Financial
+$190.1K
959,524
-4%
减持
GOOGL
Alphabet Inc CL A
+$120.7K
13,394
-13%
