Filed: 2/14/2024ACC: 0001825564-24-000003
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $928.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$928.45M
Total AUM (reported)
21.25M
Total Shares
Allocation by class
COM$928.45M100.0%
Portfolio Concentration
Top 3$928.45M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.25M
Sole
Full voting authority
21.25M
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
SOLEShares12.61M
TypeSH
Market value$642.79M
69.23%
Sole
12.61M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares8.64M
TypeSH
Market value$285.65M
30.77%
Sole
8.64M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEMPUR SEALY INTL INCSOLE | COM | 12.61M | SH | $642.79M 69.23% | 12.61M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 8.64M | SH | $285.65M 30.77% | 8.64M | 0.00 | 0.00 |