Browning West LP
- SEC CIK
- 0001825564
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 5
- +1 vs. Q3 2025
- Portfolio value
- $1.58B
- +$32.5M (+2.1%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SGISomnigroup International Inc. | COM | 5,747,286 | $513.1M | 32.5% | −3,350,220−36.8% | Reduced | History |
| CAECae Inc | COM | 12,620,233 | $383.9M | 24.3% | −1,114,710−8.1% | Reduced | History |
| COOCooper Companies, Inc. | COM | 3,691,083 | $302.5M | 19.2% | +3,691,083 | New | History |
| GILGildan Activewear Inc. | Stock | 4,178,835 | $261.0M | 16.5% | 00.0% | Unchanged | History |
| DKSDick's Sporting Goods, Inc. | Stock | 595,000 | $117.8M | 7.5% | +10,000+1.7% | Added | History |