Filed: 2/13/2023ACC: 0001825564-23-000002
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $538.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$538.02M
Total AUM (reported)
16.88M
Total Shares
Allocation by class
COM$538.02M100.0%
Portfolio Concentration
Top 3$538.02M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 16.88M
Sole
Full voting authority
16.88M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:
TEMPUR SEALY INTL INC
SOLEShares10.91M
TypeSH
Market value$374.43M
69.59%
Sole
10.91M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares5.97M
TypeSH
Market value$163.59M
30.41%
Sole
5.97M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEMPUR SEALY INTL INCSOLE | COM | 10.91M | SH | $374.43M 69.59% | 10.91M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 5.97M | SH | $163.59M 30.41% | 5.97M | 0.00 | 0.00 |