COOKE & BIELER LP Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$10.0B

Holdings

102

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (102 positions)

StockValue
FNFFidelity National Financial In
$347.1B
GILGildan Activewear
$327.3B
RBARB Global Inc
$307.0B
RNRRenaissanceRe
$299.5B
8CWCrown Castle Inc
$293.9B
AERAerCap Holdings N.V.
$293.4B
BDXBecton Dickinson and Company
$230.7B
TELTE Connectivity
$222.7B
WWDWoodward
$212.5B
STTState Street
$205.8B
BNBrookfield Corp
$200.7B
OMCOmnicom Group
$198.2B
LHLabcorp Holdings
$193.9B
COPConocoPhillips
$191.6B
SCHWCharles Schwab Corporation
$188.8B
ARWArrow Electronics
$183.5B
WMGWarner Music Group Corp
$180.3B
CBChubb Limited
$166.8B
LKQ1LKQ Corp
$160.2B
UNHUnitedHealth Group
$160.0B
OTXOpen Text Corp
$154.2B
OXYOccidental Petroleum
$150.6B
TFXTeleflex Incorporated
$146.1B
ATOAtmos Energy
$143.0B
APGAPi Group
$140.5B
KMXCarMax Inc
$137.9B
XRAYDentsply Sirona Inc
$136.8B
KHCThe Kraft Heinz Company
$136.7B
GBCIGlacier Bancorp Inc
$133.2B
4I1Philip Morris Int'l
$133.2B
HASHasbro
$133.2B
PPGPPG Industries
$123.7B
ESNTEssent Group Ltd
$121.2B
BACVerizon Communications
$120.3B
CBRECBRE Group Inc. Cl A
$111.6B
FLOFlowers Foods Inc
$106.7B
INGRIngredion Incorporated
$105.9B
WTMWhite Mountains Insurance Grou
$105.2B
MSAMSA Safety
$104.4B
JNJJohnson & Johnson
$100.2B
PRGOPerrigo Co PLC
$99.3B
MDTMedtronic PLC
$97.6B
BAMBrookfield Asset Management -
$91.1B
AEOAmerican Eagle Outfitters
$90.5B
ESABESAB Corporation
$90.0B
DISThe Walt Disney Company
$88.9B
HN9Hanesbrands Inc
$88.9B
SWKStanley Black & Decker
$84.4B
MKSIMKS Instruments Inc.
$83.3B
RHPRyman Hospitality Properties
$82.6B
EOGEOG Resources Inc
$80.0B
CSLCarlisle Companies Incorporate
$74.1B
AWIArmstrong World Industries Inc
$69.0B
WGOWinnebago
$66.6B
BACBank of America
$63.8B
MKLMarkel Group
$63.6B
CRLCharles River Laboratories
$63.2B
ULUnilever PLC ADR
$62.2B
ALAir Lease Corp
$61.1B
CBSHCommerce Bancshares
$59.5B
TGLSTecnoglass
$57.1B
BAXBaxter International Inc
$54.1B
COLBColumbia Banking System
$53.6B
JBIJanus International Group
$53.0B
AMWDAmerican Woodmark
$52.5B
DFHDream Finders Homes Inc
$49.2B
MTBM&T Bank Corporation
$48.3B
EPACEnerpac Tool Group Corp
$47.4B
HCAHCA Healthcare Inc.
$47.0B
AESIAtlas Energy Solutions Inc
$46.4B
WSFSWSFS Financial
$46.3B
BRK/BBerkshire Hathaway Cl B
$45.4B
TRVCCitigroup
$45.0B
JPMJP Morgan Chase
$43.4B
CNMDCONMED Corporation
$42.4B
MBUUMalibu Boats Inc
$41.9B
GJBSteelcase Cl A
$40.0B
4I1Philip Morris Int'l
$40.0B
ITGRInteger Holdings Corporation
$37.5B
FULH.B. Fuller Company
$36.8B
GTESGates Industrial Corporation P
$35.4B
JNJJohnson & Johnson
$33.4B
ALLEAllegion PLC
$32.5B
RUSHARush Enterprises Inc. Class A
$32.5B
BVBrightView Holdings Inc
$32.3B
STCStewart Information Services
$32.1B
AMEAmetek Inc
$25.3B
BURBurford Capital Limited
$24.8B
VREXVarex Imaging Corporation
$24.6B
SWKStanley Black & Decker
$24.4B
LYVLive Nation Entertainment
$20.9B
TKRThe Timken Company
$18.0B
GRCGorman Rupp Co
$16.9B
BOOMDMC Global Inc
$16.5B
WFRDWeatherford International plc
$15.2B
NXPINXP Semiconductors N.V.
$9.8B
GOOGLAlphabet Inc CL A
$1.3B
RSReliance Inc
$577.5M
EMREmerson Electric
$548.2M
KVUEKenvue Inc
$383.5M
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