COOKE & BIELER LP
Institutional investor · Portfolio as of Q3 2022
COOKE & BIELER LP manages $9.3B across 102 positions as of Q3 2022. Top holdings: ARW (3.2%), ACGL (3.2%), GIL (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Added 3 new positions, exited 2, increased 25, trimmed 68. Top move: KMX (INCREASED, conviction 61). Portfolio: $9.3B across 102 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings102 positions
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer