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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | COO | COOPER COS INC | $67.34 | 8.58% | -6.90% | -36.11% | $499.0M | 30.86% | +3,288,446 | +89.1% |
| 2 | SGI | SOMNIGROUP INTERNATIONAL INC | $68.01 | -2.33% | 4.77% | 65.51% | $435.9M | 26.95% | +149,420 | +2.6% |
| 3 | CAE | CAE INC | $25.50 | 0.24% | -4.21% | -16.48% | $328.8M | 20.33% | — | HELD |
| 4 | GIL | GILDAN ACTIVEWEAR INC | $57.61 | -0.45% | 22.02% | 83.95% | $232.6M | 14.38% | — | HELD |
| 5 | DKS | DICKS SPORTING GOODS INC | $214.83 | -1.27% | 21.74% | 139.35% | $121.0M | 7.48% | +15,000 | +2.5% |
Source: SEC EDGAR · accession 0001825564-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.