Filed: 5/15/2025ACC: 0001825564-25-000005
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $1.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$1.19B
Total AUM (reported)
29.47M
Total Shares
Allocation by class
COM$1.19B100.0%
Portfolio Concentration
Top 3$1.19B100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 29.47M
Sole
Full voting authority
29.47M
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:
SOMNIGROUP INTERNATIONAL INC
SOLEShares10.28M
TypeSH
Market value$615.41M
51.52%
Sole
10.28M
Shared
0.00
None
0.00
CAE INC
SOLEShares13.73M
TypeSH
Market value$337.74M
28.27%
Sole
13.73M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares5.46M
TypeSH
Market value$241.41M
20.21%
Sole
5.46M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 10.28M | SH | $615.41M 51.52% | 10.28M | 0.00 | 0.00 |
CAE INCSOLE | COM | 13.73M | SH | $337.74M 28.27% | 13.73M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 5.46M | SH | $241.41M 20.21% | 5.46M | 0.00 | 0.00 |