StockDriftsStockDriftsTop 6 Browning West LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COO | COOPER COS INC | 30.53% | 7.20M | $516.0M | +3.09%(+215.90K) | $75.79(+1.07%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 29.55% | 6.37M | $499.4M | +8.02%(+473.21K) | $36.59(+77.20%) | 2026-06-30 | |
| CAE | CAE INC | 18.69% | 12.61M | $315.9M | -0.11%(-13.38K) | $23.72(+10.99%) | 2026-06-30 | |
| GIL | GILDAN ACTIVEWEAR INC | 12.76% | 4.18M | $215.6M | +0.00%(+0) | $29.95(+90.44%) | 2026-06-30 | |
| DKS | DICKS SPORTING GOODS INC | 8.19% | 610.0K | $138.4M | +0.00%(+0) | $200.01(+0.96%) | 2026-06-30 | |
| ENSG | ENSIGN GROUP INC | 0.28% | 30.0K | $4.8M | new | $180.36(+1.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.19% | +78.00% | +11.57% | +72.87% |
| Top 20 Holdings Unweighted | +19.92% | +72.43% | +11.30% | +70.83% |
Browning West LP reports $1.69B in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are COO (30.5%), SGI (29.6%) and CAE (18.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +78.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Browning West LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1825564). View Browning West LP’s 13F filings on SEC