Browning West LP
- SEC CIK
- 0001825564
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 4
- +1 vs. Q1 2025
- Portfolio value
- $1.44B
- +$247.3M (+20.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SGISomnigroup International Inc. | COM | 10,277,463 | $699.4M | 48.5% | 00.0% | Unchanged | History |
| CAECae Inc | COM | 13,734,943 | $402.0M | 27.9% | 00.0% | Unchanged | History |
| GILGildan Activewear Inc. | Stock | 4,564,149 | $224.7M | 15.6% | −895,135−16.4% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 585,000 | $115.7M | 8.0% | +585,000 | New | History |