BROWNING WEST LP

CIK 0001825564 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

BROWNING WEST LP reported 6 positions worth $1.69B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: COO (30.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.69B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	COO	COOPER COS INC	SH	$516.0M	30.53%	7,195,428	—	—
▸ 2	SGI	SOMNIGROUP INTERNATIONAL INC	SH	$499.4M	29.55%	6,369,915	—	—
▸ 3	CAE	CAE INC	SH	$315.9M	18.69%	12,606,858	—	—
▸ 4	GIL	GILDAN ACTIVEWEAR INC	SH	$215.6M	12.76%	4,178,835	—	—
▸ 5	DKS	DICKS SPORTING GOODS INC	SH	$138.4M	8.19%	610,000	—	—
▸ 6	ENSG	ENSIGN GROUP INC	SH	$4.8M	0.28%	30,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BROWNING WEST LP hold as of Q2 2026?

BROWNING WEST LP reported 6 positions worth $1.69B in its Q2 2026 13F filing. Largest positions: COO (30.5%), SGI (29.5%), CAE (18.7%), GIL (12.8%) and DKS (8.2%).

What did BROWNING WEST LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BROWNING WEST LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.