COOKE & BIELER LP

CIK
24386
City
PHILADELPHIA
State / Country
PA

Top Portfolio Positions

100 positions · $8,611,031,531 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GIL
Gildan Activewear Inc.
Consumer Cyclical
6,324,066 $351,934,272 4.09%
RNR
Renaissancere Holdings Ltd
Financial Services
842,333 $250,366,637 2.91%
RBA
Rb Global Inc.
Industrials
2,502,172 $239,833,185 2.79%
CCI
Crown Castle Inc.
Real Estate
2,754,380 $223,958,637 2.60%
FNF
Fidelity National Financial, Inc.
Financial Services
4,816,598 $223,393,815 2.59%
ACGL
Arch Capital Group Ltd.
Financial Services
2,238,242 $214,848,849 2.50%
SUNB
Sunbelt Rentals Holdings, Inc.
Industrials
2,817,173 $183,369,790 2.13%
BDX
Becton Dickinson & Co
Healthcare
1,148,432 $180,567,963 2.10%
LH
Labcorp Holdings Inc.
Healthcare
674,021 $179,835,543 2.09%
OMC
Omnicom Group Inc.
Communication Services
2,283,397 $171,962,628 2.00%

Portfolio Trend

25 quarters · across all stocks

Holdings in ITGR

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Shares Held

Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2026-03-31 $47,230,744 536,713
2025-12-31 $48,088,099 613,134
2025-09-30 $39,729,248 384,489
2025-06-30 $34,850,066 283,403
2025-03-31 $37,455,547 317,393
2024-12-31 $39,570,869 298,603
2024-09-30 $41,066,090 315,893
2024-06-30 $37,469,991 323,603
2024-03-31 $49,683,860 425,813
2023-12-31 $54,721,190 552,293
2023-09-30 $43,488,885 554,493
2023-06-30 $34,284,981 386,920
2023-03-31 $16,300,575 210,330