Filed: 2/17/2026ACC: 0001825564-26-000002
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $1.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$1.58B
Total AUM (reported)
26.83M
Total Shares
Allocation by class
COM$1.58B100.0%
Portfolio Concentration
Top 3$1.20B76.0%
4–10$378.80M24.0%
Top 3 weight
76.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 26.83M
Sole
Full voting authority
26.83M
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)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
SOMNIGROUP INTERNATIONAL INC
SOLEShares5.75M
TypeSH
Market value$513.12M
32.51%
Sole
5.75M
Shared
0.00
None
0.00
CAE INC
SOLEShares12.62M
TypeSH
Market value$383.91M
24.32%
Sole
12.62M
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares3.69M
TypeSH
Market value$302.52M
19.17%
Sole
3.69M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares4.18M
TypeSH
Market value$261.01M
16.54%
Sole
4.18M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares595K
TypeSH
Market value$117.79M
7.46%
Sole
595K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 5.75M | SH | $513.12M 32.51% | 5.75M | 0.00 | 0.00 |
CAE INCSOLE | COM | 12.62M | SH | $383.91M 24.32% | 12.62M | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 3.69M | SH | $302.52M 19.17% | 3.69M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 4.18M | SH | $261.01M 16.54% | 4.18M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 595K | SH | $117.79M 7.46% | 595K | 0.00 | 0.00 |