Browning West LP
- SEC CIK
- 0001825564
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 6
- +1 vs. Q1 2026
- Portfolio value
- $1.69B
- +$72.9M (+4.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COOCooper Companies, Inc. | COM | 7,195,428 | $516.0M | 30.5% | +215,899+3.1% | Added | History |
| SGISomnigroup International Inc. | COM | 6,369,915 | $499.4M | 29.5% | +473,209+8.0% | Added | History |
| CAECae Inc | COM | 12,606,858 | $315.9M | 18.7% | −13,375−0.1% | Reduced | History |
| GILGildan Activewear Inc. | Stock | 4,178,835 | $215.6M | 12.8% | 00.0% | Unchanged | History |
| DKSDick's Sporting Goods, Inc. | Stock | 610,000 | $138.4M | 8.2% | 00.0% | Unchanged | History |
| ENSGEnsign Group, Inc | COM | 30,000 | $4.81M | 0.3% | +30,000 | New | History |