Question 1

How many shares of ESAB does COOKE & BIELER LP own?

Accepted Answer

As of 2026-Q2, COOKE & BIELER LP holds 1.3M shares of ESAB (ESAB CORP).

Question 2

What is COOKE & BIELER LP's ESAB position worth?

Accepted Answer

As of 2026-Q2, COOKE & BIELER LP's ESAB position is worth $125.2M.

Question 3

Is COOKE & BIELER LP buying or selling ESAB?

Accepted Answer

In 2026-Q2, COOKE & BIELER LP increased their ESAB position (+26.3% change in shares).

Question 4

When did COOKE & BIELER LP first buy ESAB?

Accepted Answer

Based on available 13F filings, COOKE & BIELER LP first reported a position in ESAB in 2024-Q3. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.3M	+26.3%	$125.2M	1.4%	$98.50	59
2026-Q1	Increased	1M	+7.0%	$97.2M	1.1%	$116.61	51
2025-Q4	Decreased	939,058	-5.8%	$104.9M	1.1%	$113.15	0
2025-Q3	Increased	996,533	+64.3%	$111.4M	1.1%	$109.42	69
2025-Q2	Decreased	606,429	-21.5%	$73.1M	0.7%	$120.39	0
2025-Q1	Decreased	772,551	-10.7%	$90M	0.9%	$115.46	0
2024-Q4	Decreased	864,792	-26.8%	$103.7M	1.0%	$119.72	0
2024-Q3	Decreased	1.2M	-2.4%	$125.5M	1.1%	$106.09	0