Browning West LP
- SEC CIK
- 0001825564
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 4
- 0 vs. Q2 2025
- Portfolio value
- $1.55B
- +$104.0M (+7.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SGISomnigroup International Inc. | COM | 9,097,506 | $767.2M | 49.6% | −1,179,957−11.5% | Reduced | History |
| CAECae Inc | COM | 13,734,943 | $407.1M | 26.3% | 00.0% | Unchanged | History |
| GILGildan Activewear Inc. | Stock | 4,178,835 | $241.5M | 15.6% | −385,314−8.4% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 585,000 | $130.0M | 8.4% | 00.0% | Unchanged | History |