BROWNING WEST LP
CIK 1825564 · View on SEC EDGAR ↗
- Portfolio value
- $1.7B
- Positions
- 6
- As of
- June 30, 2026
Portfolio value QoQ: +4.5% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 5
- Effective number of positions
- 4.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.02% Est. buys $57,390,703 · sells $335,177
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 1
- Increased
- 2
- Decreased
- 1
- Closed
- 0
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
Performance vs S&P 500
Annualized: +15.2% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 6 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| COO The Cooper Companies, Inc. - Common Stock | $515,984,142 | 30.53% | 7,195,428 | $16,947,818 | Up ×2 | ||
| SGI Somnigroup International Inc. Common Stock | $499,401,336 | 29.55% | 6,369,915 | $63,516,828 | Up ×2 | ||
| CAE CAE Inc. Ordinary Shares | $315,927,861 | 18.69% | 12,606,858 | $-12,829,209 | Down ×1 | ||
| GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | $215,627,886 | 12.76% | 4,178,835 | $-16,924,282 | |||
| DKS Dick's Sporting Goods Inc Common Stock | $138,354,100 | 8.19% | 610,000 | $17,397,200 | |||
| ENSG The Ensign Group, Inc. - Common Stock | $4,809,000 | 0.28% | 30,000 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ENSG | $4,809,000 | 30,000 | 0.28% |