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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 99 项
建仓 6
增持 30
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
GIL
Gildan Activewear
-$113.6M
7,400,676
-21%
清仓
GNTX
Gentex Corporation
-$108.4M
0
-100%
建仓
CSL
Carlisle Companies Incorporate
+$74.1M
217,605
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
STT
State Street
-$70.9M
2,298,376
-18%
减持
KVUE
Kenvue Inc
-$57.2M
15,993
-99%
减持
TFX
Teleflex Incorporated
-$45.8M
1,057,528
-2%
减持
FNF
Fidelity National Financial In
+$40.1M
5,333,640
-2%
增持
—
White Mountains Insurance Grou
+$39.0M
54,652
+60%
减持
XRAY
Dentsply Sirona Inc
-$37.3M
9,157,303
-0%
减持
—
Hanesbrands Inc
-$37.2M
15,400,840
-1%
建仓
FUL
H.B. Fuller Company
+$36.8M
656,270
增持
—
RenaissanceRe
+$36.3M
1,247,742
+18%
减持
CCI
Crown Castle Inc
+$36.2M
2,819,836
-1%
增持
UNH
UnitedHealth Group
+$34.9M
305,409
+24%
建仓
—
Allegion PLC
+$32.5M
249,264
减持
MKL
Markel Group
-$30.2M
34,031
-37%
减持
—
Gates Industrial Corporation P
-$30.1M
1,925,486
-40%
减持
WGO
Winnebago
-$27.4M
1,931,424
-2%
建仓
—
Burford Capital Limited
+$24.8M
1,874,424
减持
OTEX
Open Text Corp
-$24.5M
6,105,134
-3%
减持
BRK/B
Berkshire Hathaway Cl B
-$24.4M
85,285
-45%
减持
GBCI
Glacier Bancorp Inc
-$23.8M
3,012,906
-4%
减持
RBA
RB Global Inc
+$23.1M
3,060,424
-3%
清仓
—
H&E Equipment Services
-$22.6M
0
-100%
减持
BN
Brookfield Corp
-$20.6M
3,828,883
-1%
减持
RUSHA
Rush Enterprises Inc. Class A
-$19.1M
608,137
-35%
减持
—
American Woodmark
-$19.1M
892,201
-1%
减持
ARW
Arrow Electronics
-$18.5M
1,766,860
-1%
建仓
TKR
The Timken Company
+$18.0M
251,020
减持
LKQ
LKQ Corp
+$17.8M
3,766,493
-3%
增持
COP
ConocoPhillips
+$17.0M
1,824,120
+4%
减持
JNJ
Johnson & Johnson
+$16.2M
805,746
-1%
增持
PPG
PPG Industries
+$15.9M
1,131,399
+25%
增持
DIS
The Walt Disney Company
+$15.9M
901,141
+37%
减持
BAM
Brookfield Asset Management -
-$15.8M
1,879,902
-5%
减持
LYV
Live Nation Entertainment
-$15.7M
160,110
-43%
减持
CRL
Charles River Laboratories
-$15.6M
419,637
-2%
减持
ATO
Atmos Energy
-$15.4M
924,937
-19%
减持
AME
Ametek Inc
-$13.9M
146,973
-32%
减持
SCHW
Charles Schwab Corporation
-$13.8M
2,412,315
-12%
减持
ESAB
ESAB Corporation
-$13.7M
772,551
-11%
减持
VZ
Verizon Communications
+$13.2M
2,651,054
-1%
减持
WWD
Woodward
-$13.1M
1,164,267
-14%
减持
OMC
Omnicom Group
-$12.7M
2,390,181
-2%
减持
—
AerCap Holdings N.V.
+$12.6M
2,872,119
-2%
减持
KMX
CarMax Inc
-$11.5M
1,769,252
-3%
减持
JPM
JP Morgan Chase
-$11.5M
177,028
-23%
减持
HAS
Hasbro
+$10.7M
2,165,659
-1%
增持
AESI
Atlas Energy Solutions Inc
-$10.0M
2,600,093
+2%
减持
—
Medtronic PLC
+$9.9M
1,085,734
-1%
建仓
—
NXP Semiconductors N.V.
+$9.8M
51,505
增持
AEO
American Eagle Outfitters
-$9.4M
7,791,193
+30%
减持
SWK
Stanley Black & Decker
-$8.6M
1,415,903
-3%
增持
MBUU
Malibu Boats Inc
-$8.6M
1,366,003
+2%
减持
SRI
Stoneridge Inc
-$8.5M
77,847
-94%
增持
MKSI
MKS Instruments Inc.
-$8.3M
1,038,945
+18%
增持
RHP
Ryman Hospitality Properties
+$7.7M
902,874
+26%
减持
PM
Philip Morris Int'l
+$7.4M
1,090,977
-21%
减持
—
Perrigo Co PLC
+$7.4M
3,540,461
-1%
减持
BAX
Baxter International Inc
+$7.1M
1,579,950
-2%
增持
MTB
M&T Bank Corporation
+$6.5M
270,060
+21%
增持
FLO
Flowers Foods Inc
-$6.0M
5,612,523
+3%
减持
HCA
HCA Healthcare Inc.
+$5.8M
136,138
-1%
减持
—
TE Connectivity
-$5.2M
1,575,626
-1%
增持
—
Tecnoglass
-$5.2M
797,882
+2%
减持
—
Chubb Limited
-$4.8M
552,174
-11%
增持
WSFS
WSFS Financial
+$4.7M
892,286
+14%
增持
OXY
Occidental Petroleum
+$4.4M
3,051,713
+3%
减持
—
Steelcase Cl A
-$4.4M
3,651,227
-3%
减持
BAC
Bank of America
-$4.3M
1,528,007
-1%
减持
APG
APi Group
-$4.1M
3,929,647
-2%
增持
KHC
The Kraft Heinz Company
+$4.1M
4,491,383
+4%
增持
BOOM
DMC Global Inc
+$3.6M
1,963,653
+12%
增持
MSA
MSA Safety
-$3.6M
711,444
+9%
增持
CBSH
Commerce Bancshares
+$3.4M
955,548
+6%
增持
STC
Stewart Information Services
+$3.4M
449,672
+6%
减持
EOG
EOG Resources Inc
+$3.3M
623,504
-0%
增持
—
Air Lease Corp
+$3.2M
1,265,254
+5%
增持
BV
BrightView Holdings Inc
+$3.2M
2,515,610
+38%
增持
CNMD
CONMED Corporation
-$3.0M
702,623
+6%
减持
INGR
Ingredion Incorporated
-$3.0M
783,256
-1%
减持
EPAC
Enerpac Tool Group Corp
+$2.7M
1,056,584
-3%
增持
BDX
Becton Dickinson and Company
+$2.5M
1,007,087
+0%
减持
JBI
Janus International Group
-$2.5M
7,355,963
-3%
增持
—
Weatherford International plc
-$2.5M
284,550
+15%
减持
—
Unilever PLC ADR
+$2.3M
1,044,982
-1%
减持
WMG
Warner Music Group Corp
-$2.3M
5,751,655
-2%
增持
ITGR
Integer Holdings Corporation
-$2.1M
317,393
+6%
减持
DFH
Dream Finders Homes Inc
-$2.0M
2,179,090
-1%
减持
CBRE
CBRE Group Inc. Cl A
-$1.8M
853,492
-1%
减持
AWI
Armstrong World Industries Inc
-$1.7M
489,740
-2%
增持
VREX
Varex Imaging Corporation
-$1.5M
2,122,683
+19%
增持
COLB
Columbia Banking System
-$923.1K
2,150,641
+6%
减持
GIS
General Mills
-$637.8K
5,000
-66%
减持
LH
Labcorp Holdings
-$600.8K
833,215
-2%
清仓
WMB
The Williams Companies Inc
-$446.5K
0
-100%
减持
C
Citigroup
+$242.8K
634,166
-0%
减持
—
Essent Group Ltd
-$146.4K
2,099,728
-6%
增持
GRC
Gorman Rupp Co
+$71.9K
481,965
+8%
