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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

COOKE & BIELER LP INSTITUTION : COOKE & BIELER LP
COOKE & BIELER LP Portfolio (reported on 2020-05-06)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
Colfax Corporation    (COM) CFX 186,371,000 9,412,665 3.00%
Arrow Electronics    (COM) ARW 164,938,000 3,179,846 2.65%
Progressive    (COM) PGR 146,906,000 1,989,522 2.36%
State Street    (COM) STT 140,852,000 2,644,128 2.26%
Helen of Troy    (COM) HELE 140,448,000 975,128 2.26%
TE Connectivity    (COM) TEL 134,298,000 2,132,386 2.16%
Amdocs Limited    (COM) DOX 130,837,000 2,380,159 2.10%
Eaton PLC    (COM) ETN 126,444,000 1,627,555 2.03%
Omnicom Group    (COM) OMC 126,367,000 2,301,762 2.03%
Hill Rom Holdings    (COM) HRC 121,135,000 1,204,129 1.95%
Gildan Activewear    (COM) GIL 120,258,000 9,424,625 1.93%
Reliance Steel & Aluminum    (COM) RS 119,561,000 1,365,007 1.92%
AerCap Holdings N.V.    (COM) AER 111,976,000 4,913,382 1.80%
FirstCash Inc    (COM) 109,240,000 1,522,719 1.75%
Snap-on Incorporated    (COM) SNA 107,348,000 986,470 1.72%
Ametek Inc    (COM) AME 107,192,000 1,488,366 1.72%
TCF Financial Corporation    (COM) 106,626,000 4,705,491 1.71%
Synchrony Financial    (COM) SYF 105,245,000 6,540,976 1.69%
Integra Lifesciences    (COM) IART 99,590,000 2,229,465 1.60%
Laboratory Corp. of America    (COM) LH 97,874,000 774,377 1.57%
Hexcel Corporation    (COM) HXL 93,019,000 2,501,181 1.49%
American Eagle Outfitters    (COM) AEO 92,885,000 11,683,689 1.49%
Essent Group Ltd    (COM) ESNT 91,038,000 3,456,265 1.46%
Axalta Coating Systems Ltd.    (COM) AXTA 90,818,000 5,258,739 1.46%
Syneos Health Inc    (COM) 88,032,000 2,233,178 1.41%
Woodward    (COM) WGOV 87,192,000 1,466,894 1.40%
CBRE Group Inc. Cl A    (COM) CBG 85,352,000 2,263,380 1.37%
Brookfield Asset Management In    (COM) BAM 85,334,000 1,928,452 1.37%
Chubb Limited    (COM) CB 84,837,000 759,577 1.36%
UnitedHealth Group    (COM) UNH 83,911,000 336,479 1.35%
Whirlpool Corp.    (COM) WHR 83,767,000 976,297 1.34%
Charles Schwab Corporation    (COM) SCHW 82,779,000 2,462,204 1.33%
BWX Technologies Inc    (COM) BWXT 82,520,000 1,694,118 1.32%
Arch Capital    (COM) ACGL 81,195,000 2,852,941 1.30%
Johnson & Johnson    (COM) JNJ 80,900,000 616,948 1.30%
Schweitzer Mauduit    (COM) SWM 79,480,000 2,856,926 1.28%
Hanesbrands Inc    (COM) HBI 75,910,000 9,645,528 1.22%
Acuity Brands Inc    (COM) AYI 75,858,000 885,575 1.22%
Berkshire Hathaway Cl B    (COM) BRK/B 74,239,000 406,054 1.19%
Perrigo Co PLC    (COM) PRGO 71,633,000 1,489,570 1.15%
Activision Blizzard Inc    (COM) ATVI 70,292,000 1,181,787 1.13%
Alleghany Corp    (COM) Y 70,014,000 126,757 1.12%
United Parcel Service    (COM) UPS 69,790,000 747,057 1.12%
JP Morgan Chase    (COM) JPM 68,501,000 760,873 1.10%
Globe Life Inc    (COM) 67,099,000 932,320 1.08%
Johnson Controls    (COM) 66,468,000 2,465,427 1.07%
3M Company    (COM) MMM 65,857,000 482,435 1.06%
Verizon Communications    (COM) VZ 65,620,000 1,221,285 1.05%
Commerce Bancshares    (COM) CBSH 65,459,000 1,300,083 1.05%
Medtronic PLC    (COM) MDT 64,918,000 719,872 1.04%
Becton Dickinson and Company    (COM) BDX 64,842,000 282,202 1.04%
Wells Fargo    (COM) WFC 64,019,000 2,230,640 1.03%
Philip Morris Int'l    (COM) PM 61,899,000 848,396 0.99%
Leidos Holdings Inc    (COM) LDOS 58,377,000 636,959 0.94%
US Bancorp    (COM) USB 57,699,000 1,674,869 0.92%
MKS Instruments Inc.    (COM) MKSI 57,210,000 702,396 0.92%
Intercontinental Exchange, Inc    (COM) ICE 54,797,000 678,605 0.88%
FNF Group    (COM) FNF 50,936,000 2,047,288 0.82%
Winnebago    (COM) WGO 50,455,000 1,814,278 0.81%
HCA Healthcare Inc.    (COM) HCA 49,941,000 555,825 0.80%
Gates Industrial Corporation P    (COM) 48,049,000 6,510,683 0.77%
Donaldson    (COM) DCI 47,289,000 1,224,155 0.76%
Steelcase Cl A    (COM) SCS 46,796,000 4,741,282 0.75%
PNC Financial Services    (COM) PNC 46,707,000 487,954 0.75%
Exxon Mobil    (COM) XOM 42,592,000 1,121,710 0.68%
Huntington Ingalls Industries    (COM) HII 37,499,000 205,800 0.60%
Carnival    (COM) CCL 37,150,000 2,820,826 0.59%
Glacier Bancorp Inc    (COM) GBCI 36,706,000 1,079,424 0.59%
PGT Innovations Inc    (COM) PGTI 36,013,000 4,292,375 0.58%
Umpqua Holdings    (COM) UMPQ 33,011,000 3,028,495 0.53%
Varex Imaging Corporation    (COM) VREX 29,403,000 1,294,735 0.47%
Extended Stay America    (COM) STAY 25,687,000 3,513,993 0.41%
Schlumberger    (COM) SLB 25,294,000 1,875,047 0.40%
Norwegian Cruise Line    (COM) NCLH 25,061,000 2,286,600 0.40%
H.B. Fuller Company    (COM) FUL 24,848,000 889,646 0.40%
Air Lease Corp    (COM) AL 23,988,000 1,083,462 0.38%
Plexus Corp    (COM) PLXS 22,378,000 410,148 0.36%
Malibu Boats Inc    (COM) MBUU 22,273,000 773,654 0.35%
Kadant    (COM) KAI 20,932,000 280,402 0.33%
American Woodmark    (COM) AMWD 20,251,000 444,390 0.32%
NOW Inc.    (COM) DNOW 18,552,000 3,595,310 0.29%
COHU    (COM) COHU 16,707,000 1,349,550 0.26%
National Western Life Grp Cl A    (COM) NWLI 14,914,000 86,707 0.24%
Stoneridge Inc    (COM) SRI 14,418,000 860,794 0.23%
Enerpac Tool Group    (COM) 14,027,000 847,540 0.22%
Rush Enterprises    (COM) RUSHA 13,575,000 425,294 0.21%
Nv5 Global Inc    (COM) NVEE 12,691,000 307,361 0.20%
PRA Group    (COM) PRAA 10,419,000 375,854 0.16%
Entegris    (COM) ENTG 7,068,000 157,870 0.11%
Illinois Tool Works    (COM) ITW 6,896,000 48,524 0.11%
Gorman Rupp Co    (COM) GRC 5,548,000 177,763 0.08%
Emerson Electric    (COM) EMR 486,000 10,200 0.00%
Crown Holdings    (COM) CCK 400,000 6,900 0.00%
General Mills    (COM) GIS 351,000 6,650 0.00%
Unilever PLC ADR    (ADR) UL 311,000 6,150 0.00%
Microsoft    (COM) MSFT 284,000 1,800 0.00%
Procter & Gamble    (COM) PG 230,000 2,094 0.00%
Pfizer    (COM) PFE 206,000 6,300 0.00%
Total Value As 2020-03-31: 6,207,408,000 SEC FILING
* Portfolios do not reflect changes after reporting
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George Soros

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