Browning West LP
- SEC CIK
- 0001825564
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 3
- 0 vs. Q4 2024
- Portfolio value
- $1.19B
- +$196.3M (+19.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SGISomnigroup International Inc. | COM | 10,277,463 | $615.4M | 51.5% | 00.0% | Unchanged | History |
| CAECae Inc | COM | 13,734,943 | $337.7M | 28.3% | +7,800,012+131.4% | Added | History |
| GILGildan Activewear Inc. | Stock | 5,459,284 | $241.4M | 20.2% | −173,597−3.1% | Reduced | History |