Browning West LP 13F holdings
Browning West LP reported 6 positions with a total reported value of $1.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: COOPER COS INC (30.5%), SGI SOMNIGROUP INTERNATIONAL INC (29.5%), CAE CAE INC (18.7%), GIL GILDAN ACTIVEWEAR INC (12.8%), DKS DICKS SPORTING GOODS INC (8.2%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
6 largest of 6 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| COOPER COS INC | 7,195,428 | $516.0M | 30.5% |
| SGI SOMNIGROUP INTERNATIONAL INC | 6,369,915 | $499.4M | 29.5% |
| CAE CAE INC | 12,606,858 | $315.9M | 18.7% |
| GIL GILDAN ACTIVEWEAR INC | 4,178,835 | $215.6M | 12.8% |
| DKS DICKS SPORTING GOODS INC | 610,000 | $138.4M | 8.2% |
| ENSG ENSIGN GROUP INC | 30,000 | $4.8M | 0.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ENSG ENSIGN GROUP INC | 30,000 | $4.8M | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SGI SOMNIGROUP INTERNATIONAL INC | 5,896,706 | 6,369,915 | +8.0% | $499.4M |
| COOPER COS INC | 6,979,529 | 7,195,428 | +3.1% | $516.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CAE CAE INC | 12,620,233 | 12,606,858 | -0.1% | $315.9M |
CIK 1825564 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
