COOKE & BIELER LP ARMK β€” Aramark

Ownership history in COOKE & BIELER LP  Β·  2 quarters on record

AI Ownership Summary

COOKE & BIELER LP reported Aramark (ARMK) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.74% in 2026 Q1. The latest visible filing shows ARMK at 1.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARMK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOKE & BIELER LP's position in Aramark, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARMK was reported at 1.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How COOKE & BIELER LP held ARMK β€” position size vs. price
% of Fund (quarterly)    ARMK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 3,798,097 +593,803 +18.5% 1.74% $154.0M 2026-05-04 $44.78
2025 Q4 INITIATED β€” β€” β€” 3,204,294 β€” β€” 1.23% $118.1M 2026-02-09 $38.68

FAQ About COOKE & BIELER LP and ARMK

These are the practical questions this page is built to answer before you even open the full history table.

How long has COOKE & BIELER LP reported owning ARMK?

COOKE & BIELER LP reported ARMK across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported ARMK position in COOKE & BIELER LP's portfolio?

The largest reported portfolio weight for ARMK was 1.74% in 2026 Q1.

What is the latest reported ARMK position on this page?

The most recent filing on this page is 2026 Q1, when COOKE & BIELER LP reported 3,798,097 shares, equal to 1.74% of portfolio, with an estimated market value of $154.0M.

What does the chart on this ARMK ownership page compare?

The chart compares COOKE & BIELER LP's quarterly ARMK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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