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Browning West Lp

Portfolio Manager
Browning West LP
Performance
-13.32% (2026 Q1)
AUM (13F)
$1.62B
# of Holdings
5
Performance Rank
Allocation (Top 20)
100%

Browning West Lp Holdings Map

Top 5 Browning West Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
COO
COOPER COS INC
30.86%6.98M$499.0M
+89.09%(+3.29M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.69M shares2026-Q1: 6.98M shares
$75.95(-21.52%)
2026-03-31
SGI
SOMNIGROUP INTERNATIONAL INC
26.95%5.90M$435.9M
+2.60%(+149.42K)
2025-Q1: 10.28M shares2025-Q2: 10.28M shares2025-Q3: 9.10M shares2025-Q4: 5.75M shares2026-Q1: 5.90M shares
$33.60(+86.54%)
2026-03-31
CAE
CAE INC
20.33%12.62M$328.8M
+0.00%(+0)
2025-Q1: 13.73M shares2025-Q2: 13.73M shares2025-Q3: 13.73M shares2025-Q4: 12.62M shares2026-Q1: 12.62M shares
$23.72(+7.45%)
2026-03-31
GIL
GILDAN ACTIVEWEAR INC
14.38%4.18M$232.6M
+0.00%(+0)
2025-Q1: 5.46M shares2025-Q2: 4.56M shares2025-Q3: 4.18M shares2025-Q4: 4.18M shares2026-Q1: 4.18M shares
$29.95(+88.63%)
2026-03-31
DKS
DICKS SPORTING GOODS INC
7.48%610.0K$121.0M
+2.52%(+15.00K)
2025-Q1: 0 shares2025-Q2: 585.0K shares2025-Q3: 585.0K shares2025-Q4: 595.0K shares2026-Q1: 610.0K shares
$200.01(+8.23%)
2026-03-31

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