COOKE & BIELER LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
CB
COOKE & BIELER LP
Institutional Filer 7.79%$8.84B103

Current Portfolio Holdings

Showing all 103 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1GILGildan Activewear Inc.Consumer Cyclical6.3M$351.9M3.98%
2RNRRenaissanceRe Holdings Ltd.Financial Services842K$250.4M2.83%
3RBARB Global, Inc.Industrials2.5M$239.8M2.71%
4WTMWhite Mountains Insurance Group, Ltd.Financial Services105K$230.4M2.61%
5CCICrown Castle Inc.Real Estate2.8M$224.0M2.53%
6FNFFidelity National Financial, Inc.Financial Services4.8M$223.4M2.53%
7ACGLArch Capital Group Ltd.Financial Services2.2M$214.8M2.43%
8NaNSunbelt Rentals Holdings Inc2.8M$182.0M2.06%
9BDXBecton, Dickinson and CompanyHealthcare1.1M$180.6M2.04%
10LHLabcorp Holdings Inc.Healthcare674K$179.8M2.03%
11OMCOmnicom Group Inc.Communication Services2.3M$172.0M1.94%
12COPConocoPhillipsEnergy1.2M$163.3M1.85%
13ARMKAramarkIndustrials3.8M$154.0M1.74%
14CRLCharles River Laboratories International, Inc.Healthcare868K$149.7M1.69%
15OXYOccidental Petroleum CorporationEnergy2.2M$145.4M1.64%
Showing 1 to 15 of 103 holdings