BROWNING WEST LP — 13F Holdings & Portfolio
CIK 1825564 · latest 13F-HR filed 2026-05-15
BROWNING WEST LP manages $1.62B in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are COO (30.86%), SGI (26.95%), CAE (20.33%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 3.
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.
$1.62B
Long-equity book
5
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −0 / ↑1 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- SOMNIGROUP INTERNATIONAL INC-$77.2M -15.1%
- CAE INC-$55.2M -14.4%
- GILDAN ACTIVEWEAR INC-$28.5M -10.9%
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 | $499.0M | 30.86% | 6,979,529 | SH |
| 2 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $435.9M | 26.95% | 5,896,706 | SH |
| 3 | CAE INC | CAE | 124765108 | $328.8M | 20.33% | 12,620,233 | SH |
| 4 | GILDAN ACTIVEWEAR INC | GIL | 375916103 | $232.6M | 14.38% | 4,178,835 | SH |
| 5 | DICKS SPORTING GOODS INC | DKS | 253393102 | $121.0M | 7.48% | 610,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |