COOKE & BIELER LP

CIK
0000024386
City
PHILADELPHIA
State / Country
PA

Top Portfolio Positions

93 positions · $8,692,192,555 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
GIL
Gildan Activewear Inc.
Consumer Cyclical
7,273,109 $454,278,387 5.23%
RNR
Renaissancere Holdings Ltd
Financial Services
1,095,841 $308,106,655 3.54%
FNF
Fidelity National Financial, Inc.
Financial Services
5,169,924 $282,226,151 3.25%
CCI
Crown Castle Inc.
Real Estate
2,930,797 $260,459,929 3.00%
ACGL
Arch Capital Group Ltd.
Financial Services
2,635,193 $252,767,712 2.91%
RBA
Rb Global Inc.
Industrials
2,455,953 $252,643,884 2.91%
OMC
Omnicom Group Inc.
Communication Services
2,538,012 $204,944,469 2.36%
LH
Labcorp Holdings Inc.
Healthcare
752,916 $188,891,566 2.17%
CB
Chubb Ltd
Financial Services
565,375 $176,464,845 2.03%
BDX
Becton Dickinson & Co
Healthcare
1,126,471 $171,866,581 1.98%

Portfolio Trend

24 quarters · across all stocks

Holdings in MTB

Export CSV

Shares Held

Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2025-12-31 $65,392,348 324,560
2025-09-30 $63,912,284 323,410
2025-06-30 $61,869,230 318,930
2025-03-31 $48,273,225 270,060
2024-12-31 $41,822,824 222,450
2024-09-30 $65,834,933 369,610
2024-06-30 $57,124,777 377,410
2024-03-31 $55,450,163 381,258
2023-12-31 $57,074,354 416,358
2023-09-30 $54,469,349 430,758
2023-06-30 $54,956,618 444,058
2023-03-31 $53,926,428 451,003
2022-12-31 $53,920,687 371,713