Q1 2026 · 13F-HR
BROWNING WEST LPholdings as filed
Filed 2026-05-15 · accession 0001825564-26-000004
$1.62B
Reported value
5
Positions
2026-03-31
Period end
The Brief · BROWNING WEST LP · Q1 2026
AI · grounded in 13F
BROWNING WEST LP increased its position in Cooper Cos Inc COO by 89.09%. The fund also accumulated shares in SomniGroup International Inc SGI and Dicks Sporting Goods Inc DKS. These moves contributed to a total of three positions added across a portfolio with $1.62B in assets under management.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 216648501 | COO | COOPER COS INC | $499.0M | 30.9% | 6,979,529 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $435.9M | 27.0% | 5,896,706 | Common | SOLE |
| 124765108 | CAE | CAE INC | $328.8M | 20.3% | 12,620,233 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $232.6M | 14.4% | 4,178,835 | Common | SOLE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $121.0M | 7.48% | 610,000 | 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.