Institutional
BROWNING WEST LP
CIK 0001825564
$1.62B
Reported AUM
5
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | COO | COOPER COS INC | $72.65 | -0.56% | 2.51% | -35.50% | $499.0M | 30.86% | — | HELD |
| 2 | SGI | SOMNIGROUP INTERNATIONAL INC | $66.87 | -2.24% | -4.47% | 60.79% | $435.9M | 26.95% | — | HELD |
| 3 | CAE | CAE INC | $25.83 | -1.52% | -8.82% | -10.44% | $328.8M | 20.33% | — | HELD |
| 4 | GIL | GILDAN ACTIVEWEAR INC | $52.50 | 2.44% | 1.46% | 46.21% | $232.6M | 14.38% | — | HELD |
| 5 | DKS | DICKS SPORTING GOODS INC | $199.91 | -2.95% | -1.10% | 65.60% | $121.0M | 7.48% | — | HELD |
Source: SEC EDGAR · accession 0001825564-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.