Filed: 5/15/2023ACC: 0001825564-23-000003
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $673.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$673.95M
Total AUM (reported)
18.09M
Total Shares
Allocation by class
COM$673.95M100.0%
Portfolio Concentration
Top 3$673.95M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 18.09M
Sole
Full voting authority
18.09M
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
SOLEShares11.69M
TypeSH
Market value$461.68M
68.50%
Sole
11.69M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares6.40M
TypeSH
Market value$212.27M
31.50%
Sole
6.40M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEMPUR SEALY INTL INCSOLE | COM | 11.69M | SH | $461.68M 68.50% | 11.69M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 6.40M | SH | $212.27M 31.50% | 6.40M | 0.00 | 0.00 |