BROWNING WEST LP 13F Holdings
CIK 0001825564 · LOS ANGELES, CA
As of Sep 30, 2025, BROWNING WEST LP reported 4 positions worth
CIK 0001825564 · LOS ANGELES, CA
As of Sep 30, 2025, BROWNING WEST LP reported 4 positions worth
.5B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SOMNIGROUP INTERNATIONAL INC | SGI | Consumer Cyclical | 9,097,506 | $767.2M | 49.63% |
| CAE INC | CAE | Industrials | 13,734,943 | $407.1M | 26.34% |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 4,178,835 | $241.5M | 15.63% |
| DICK'S SPORTING GOODS INC | DKS | Consumer Cyclical | 585,000 | 30.0M | 8.41% |