Browning West LP
- SEC CIK
- 0001825564
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 5
- 0 vs. Q4 2025
- Portfolio value
- $1.62B
- +$38.8M (+2.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COOCooper Companies, Inc. | COM | 6,979,529 | $499.0M | 30.9% | +3,288,446+89.1% | Added | History |
| SGISomnigroup International Inc. | COM | 5,896,706 | $435.9M | 27.0% | +149,420+2.6% | Added | History |
| CAECae Inc | COM | 12,620,233 | $328.8M | 20.3% | 00.0% | Unchanged | History |
| GILGildan Activewear Inc. | Stock | 4,178,835 | $232.6M | 14.4% | 00.0% | Unchanged | History |
| DKSDick's Sporting Goods, Inc. | Stock | 610,000 | $121.0M | 7.5% | +15,000+2.5% | Added | History |