Filed: 8/14/2023ACC: 0001825564-23-000004
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $686.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$686.72M
Total AUM (reported)
18.44M
Total Shares
Allocation by class
COM$686.72M100.0%
Portfolio Concentration
Top 3$686.72M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 18.44M
Sole
Full voting authority
18.44M
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
SOLEShares11.79M
TypeSH
Market value$472.46M
68.80%
Sole
11.79M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares6.65M
TypeSH
Market value$214.25M
31.20%
Sole
6.65M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEMPUR SEALY INTL INCSOLE | COM | 11.79M | SH | $472.46M 68.80% | 11.79M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 6.65M | SH | $214.25M 31.20% | 6.65M | 0.00 | 0.00 |