account_balance
Investment manager · 13F filer · SEC CIK 24386
Cooke & Bieler LP
Reported value$8.65Bas of Jun 30, 2026
Positions100 3 new, 6 sold out
Top 10 weight26.3%GIL alone is 4%
FiledJul 3030 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GILGildan Activewear
3.9%Added +3%
RBARB Global Inc
3.3%
RNRRenaissanceRe
2.8%Trimmed −8%
FNFFidelity National Financial In
2.6%
ACGLArch Capital Group
2.5%
CCICrown Castle Inc
2.4%
SUNBSunbelt Rentals Holdings Inc
2.3%Trimmed −6%
PPGPPG Industries
2.2%Added +24%
LHLabcorp Holdings
2.2%
AJGArthur J. Gallagher & Co.
2.0%Added +24%
WTMWhite Mountains Insurance Grou
2.0%Trimmed −19%
BDXBecton Dickinson and Company
2.0%
GILGildan Activewear
3.9%Added +3%
RBA3.3%RNR2.8%FNF2.6%ACGL2.5%CCI2.4%SUNB2.3%PPG2.2%LH2.2%AJG2.0%WTM2.0%BDX2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GIL Gildan Activewear 3.9% Added +3%RBA RB Global Inc 3.3% HeldRNR RenaissanceRe 2.8% Trimmed −8%FNF Fidelity National Financial In 2.6% HeldACGL Arch Capital Group 2.5% HeldCCI Crown Castle Inc 2.4% HeldSUNB Sunbelt Rentals Holdings Inc 2.3% Trimmed −6%PPG PPG Industries 2.2% Added +24%LH Labcorp Holdings 2.2% HeldAJG Arthur J. Gallagher & Co. 2.0% Added +24%WTM White Mountains Insurance Grou 2.0% Trimmed −19%BDX Becton Dickinson and Company 2.0% Held
What changed