Q4 2025 · 13F-HR
BROWNING WEST LPholdings as filed
Filed 2026-02-17 · accession 0001825564-26-000002
$1.58B
Reported value
5
Positions
2025-12-31
Period end
The Brief · BROWNING WEST LP · Q4 2025
AI · grounded in 13F
BROWNING WEST LP established a new position in Cooper Cos Inc COO valued at $302.5M. The fund trimmed its holdings in SomniGroup International Inc SGI by 36.8% and CAE Inc CAE by 8.1%. Additionally, the fund accumulated shares of Dicks Sporting Goods Inc DKS by 1.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $513.1M | 32.5% | 5,747,286 | Common | SOLE |
| 124765108 | CAE | CAE INC | $383.9M | 24.3% | 12,620,233 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $302.5M | 19.2% | 3,691,083 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $261.0M | 16.5% | 4,178,835 | Common | SOLE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $117.8M | 7.46% | 595,000 | 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.