BROWNING WEST LP — Q1 2025 13F-HR

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Q1 2025 · 13F-HR

BROWNING WEST LPholdings as filed

Filed 2025-05-15 · accession 0001825564-25-000005

$1.19B

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
88023U101	SGI	SOMNIGROUP INTERNATIONAL INC	$615.4M	51.5%	10,277,463	Common	SOLE
124765108	CAE	CAE INC	$337.7M	28.3%	13,734,943	Common	SOLE
375916103	GIL	GILDAN ACTIVEWEAR INC	$241.4M	20.2%	5,459,284	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.