Filed: 11/14/2025ACC: 0001825564-25-000011
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $1.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$1.55B
Total AUM (reported)
27.60M
Total Shares
Allocation by class
COM$1.55B100.0%
Portfolio Concentration
Top 3$1.42B91.6%
4–10$130.00M8.4%
Top 3 weight
91.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 27.60M
Sole
Full voting authority
27.60M
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
SOMNIGROUP INTERNATIONAL INC
SOLEShares9.10M
TypeSH
Market value$767.19M
49.63%
Sole
9.10M
Shared
0.00
None
0.00
CAE INC
SOLEShares13.73M
TypeSH
Market value$407.10M
26.34%
Sole
13.73M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares4.18M
TypeSH
Market value$241.54M
15.63%
Sole
4.18M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares585K
TypeSH
Market value$130.00M
8.41%
Sole
585K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 9.10M | SH | $767.19M 49.63% | 9.10M | 0.00 | 0.00 |
CAE INCSOLE | COM | 13.73M | SH | $407.10M 26.34% | 13.73M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 4.18M | SH | $241.54M 15.63% | 4.18M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 585K | SH | $130.00M 8.41% | 585K | 0.00 | 0.00 |