BROWNING WEST LP

CIK: 0001825564SEC EDGAR →

Portfolio Value

$1.6B

Holdings

5

As of

Q4 2025

New Positions

0

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
TPD

SOMNIGROUP INTERNATIONAL INC

5,747,286$513.1M
32.51%
2
CAE

CAE INC

12,620,233$383.9M
24.32%
3
COO

COOPER COS INC

3,691,083$302.5M
19.17%
4
GIL

GILDAN ACTIVEWEAR INC

4,178,835$261.0M
16.54%
5
DKS

DICKS SPORTING GOODS INC

595,000$117.8M
7.46%

Quarterly Changes

Top Buys

COONEW
$302.5M
DKS↑ Increased
$12.2M

Top Sells

TPD↓ Decreased
$254.1M
CAE↓ Decreased
$23.2M

New Positions (1)

COO
$302.5M · 3.7M shares

Sector Breakdown

Sector# HoldingsValue%
Unknown1$513.1M32.5%
Industrials1$383.9M24.3%
Consumer Cyclical2$378.8M24.0%
Healthcare1$302.5M19.2%