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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

COO$499.0MSGI$435.9MCAE$328.8MGIL$232.6MDKS$121.0MBL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1COOCOOPER COS INC$67.348.58%-6.90%-36.11%$499.0M30.86%+3,288,446+89.1%
2SGISOMNIGROUP INTERNATIONAL INC$68.01-2.33%4.77%65.51%$435.9M26.95%+149,420+2.6%
3CAECAE INC$25.500.24%-4.21%-16.48%$328.8M20.33%HELD
4GILGILDAN ACTIVEWEAR INC$57.61-0.45%22.02%83.95%$232.6M14.38%HELD
5DKSDICKS SPORTING GOODS INC$214.83-1.27%21.74%139.35%$121.0M7.48%+15,000+2.5%

Source: SEC EDGAR · accession 0001825564-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.