BROWNING WEST LP — 13F Holdings & Portfolio
CIK 1825564 · latest 13F-HR filed 2026-08-14
BROWNING WEST LP manages $1.69B in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are COO (30.53%), SGI (29.55%), CAE (18.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 0; 2 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- SOMNIGROUP INTERNATIONAL INC$63.5M +14.6%
- DICKS SPORTING GOODS INC$17.4M +14.4%
BROWNING WEST LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | COOPER COS INC | COO | 216648501 | $516.0M | 30.53% | 7,195,428 | SH |
| 2 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $499.4M | 29.55% | 6,369,915 | SH |
| 3 | CAE INC | CAE | 124765108 | $315.9M | 18.69% | 12,606,858 | SH |
| 4 | GILDAN ACTIVEWEAR INC | GIL | 375916103 | $215.6M | 12.76% | 4,178,835 | SH |
| 5 | DICKS SPORTING GOODS INC | DKS | 253393102 | $138.4M | 8.19% | 610,000 | SH |
| 6 | ENSIGN GROUP INC | ENSG | 29358P101 | $4.8M | 0.28% | 30,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.69B | 6 | 0001825564-26-000005 |
| 2026-03-31 | 2026-05-15 | $1.62B | 5 | 0001825564-26-000004 |
| 2025-12-31 | 2026-02-17 | $1.58B | 5 | 0001825564-26-000002 |
| 2025-09-30 | 2025-11-14 | $1.55B | 4 | 0001825564-25-000011 |
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LOS ANGELES, CA 90067