Filed: 5/14/2024ACC: 0001825564-24-000004
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $935.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$935.63M
Total AUM (reported)
19.46M
Total Shares
Allocation by class
COM$935.63M100.0%
Portfolio Concentration
Top 3$935.63M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 19.46M
Sole
Full voting authority
19.46M
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
SOLEShares10.82M
TypeSH
Market value$614.81M
65.71%
Sole
10.82M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares8.64M
TypeSH
Market value$320.82M
34.29%
Sole
8.64M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEMPUR SEALY INTL INCSOLE | COM | 10.82M | SH | $614.81M 65.71% | 10.82M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 8.64M | SH | $320.82M 34.29% | 8.64M | 0.00 | 0.00 |