BROWNING WEST LP — Q3 2025 13F-HR

← BROWNING WEST LP

Q3 2025 · 13F-HR

BROWNING WEST LPholdings as filed

Filed 2025-11-14 · accession 0001825564-25-000011

$1.55B

Reported value

Positions

2025-09-30

Period end

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The Brief · BROWNING WEST LP · Q3 2025

AI · grounded in 13F

BROWNING WEST LP established a new position in SOMNIGROUP INTERNATIONAL INC SGI valued at $767.2M. The fund also initiated stakes in CAE INC CAE for $407.1M and GILDAN ACTIVEWEAR INC GIL for $241.5M. Additionally, the fund added DICKS SPORTING GOODS INC DKS to its portfolio with a $130M investment.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
88023U101	SGI	SOMNIGROUP INTERNATIONAL INC	$767.2M	49.6%	9,097,506	Common	SOLE
124765108	CAE	CAE INC	$407.1M	26.3%	13,734,943	Common	SOLE
375916103	GIL	GILDAN ACTIVEWEAR INC	$241.5M	15.6%	4,178,835	Common	SOLE
253393102	DKS	DICKS SPORTING GOODS INC	$130.0M	8.41%	585,000	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.