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BROWNING WEST LP

hedge fundUpdated 27 days ago

Managed by Browning West Lp • Latest filing Q2 2026

Portfolio value
$1.7B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
36.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$673.9M
Q2 2023$686.7M
Q3 2023$697.2M
Q4 2023$928.4M
Q1 2024$935.6M
Q2 2024$878.6M
Q3 2024$1B
Q4 2024$998.3M
Q1 2025$1.2B
Q2 2025$1.4B
Q3 2025$1.5B
Q4 2025$1.6B
Q1 2026$1.6B
Q2 2026$1.7B

Top holdings

6 positions as of Q2 2026

View filing
C
1.COO

COOPER COS INC

Value
$516M
Shares
7.20M
% Port
30.53%
S
2.SGI

SOMNIGROUP INTERNATIONAL INC

Value
$499.4M
Shares
6.37M
% Port
29.55%
C
3.CAE

CAE INC

Value
$315.9M
Shares
12.61M
% Port
18.69%
G
4.GIL

GILDAN ACTIVEWEAR INC

Value
$215.6M
Shares
4.18M
% Port
12.76%
D
5.DKS

DICKS SPORTING GOODS INC

Value
$138.4M
Shares
610.0K
% Port
8.19%
E

ENSIGN GROUP INC

Value
$4.8M
Shares
30.0K
% Port
0.28%

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