COOKE & BIELER LP HNI — HNI Corporation

Ownership history in COOKE & BIELER LP  ·  4 quarters on record

AI Ownership Summary

COOKE & BIELER LP reported HNI Corporation (HNI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.37% in 2026 Q2. The latest visible filing shows HNI at 0.37% 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 HNI 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 HNI Corporation, 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 Q2

HNI was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

HNI stock page COOKE & BIELER LP fund profile COOKE & BIELER LP full holdings
How COOKE & BIELER LP held HNI — position size vs. price
% of Fund (quarterly)    HNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 798,957 -167,090 -17.3% 0.37% $32.3M 2026-07-30 $43.58
2026 Q1 ADDED — — — 966,047 +211,554 +28.0% 0.36% $32.3M 2026-05-04 $35.48
2025 Q4 ADDED — — — 754,493 +140,971 +23.0% 0.33% $31.7M 2026-02-09 $50.83
2025 Q3 INITIATED — — — 613,522 — — 0.30% $28.7M 2025-10-31 $39.81

🏢 Other funds also holding HNI

As of 2026 Q2 — sorted by position size

S.A. Mason LLC 3Y 0.94% DMKC Advisory Services, LLC 0.45% GRACE & WHITE INC /NY 3Y 7Y 0.37% Polaris Capital Management, LLC 3Y 7Y 0.17% Douglas Lane & Associates, LLC 3Y 7Y 0.11% Beacon Capital Management, LLC 3Y 0.04% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.04% City State Bank 3Y 0.03% SAPIENT CAPITAL LLC 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.02%

FAQ About COOKE & BIELER LP and HNI

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 HNI?

COOKE & BIELER LP reported HNI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for HNI was 0.37% in 2026 Q2.

What is the latest reported HNI position on this page?

The most recent filing on this page is 2026 Q2, when COOKE & BIELER LP reported 798,957 shares, equal to 0.37% of portfolio, with an estimated market value of $32.3M.

What does the chart on this HNI ownership page compare?

The chart compares COOKE & BIELER LP's quarterly HNI 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.

How well did COOKE & BIELER LP time their HNI position?

Based on 13F filing dates vs. subsequent HNI price moves, COOKE & BIELER LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HNI relative to SPY over the holding period was +8735.9%.

← Back to COOKE & BIELER LP Holdings