Filed: 2/14/2025ACC: 0001825564-25-000004
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $998.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$998.28M
Total AUM (reported)
21.85M
Total Shares
Allocation by class
COM$998.28M100.0%
Portfolio Concentration
Top 3$998.28M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.85M
Sole
Full voting authority
21.85M
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)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
TEMPUR SEALY INTL INC
SOLEShares10.28M
TypeSH
Market value$582.63M
58.36%
Sole
10.28M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares5.63M
TypeSH
Market value$265.03M
26.55%
Sole
5.63M
Shared
0.00
None
0.00
CAE INC
SOLEShares5.93M
TypeSH
Market value$150.63M
15.09%
Sole
5.93M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEMPUR SEALY INTL INCSOLE | COM | 10.28M | SH | $582.63M 58.36% | 10.28M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 5.63M | SH | $265.03M 26.55% | 5.63M | 0.00 | 0.00 |
CAE INCSOLE | COM | 5.93M | SH | $150.63M 15.09% | 5.93M | 0.00 | 0.00 |