Filed: 5/15/2026ACC: 0001825564-26-000004
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $1.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$1.62B
Total AUM (reported)
30.29M
Total Shares
Allocation by class
COM$1.62B100.0%
Portfolio Concentration
Top 3$1.26B78.1%
4–10$353.51M21.9%
Top 3 weight
78.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 30.29M
Sole
Full voting authority
30.29M
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:
COOPER COS INC
SOLEShares6.98M
TypeSH
Market value$499.04M
30.86%
Sole
6.98M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares5.90M
TypeSH
Market value$435.88M
26.95%
Sole
5.90M
Shared
0.00
None
0.00
CAE INC
SOLEShares12.62M
TypeSH
Market value$328.76M
20.33%
Sole
12.62M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares4.18M
TypeSH
Market value$232.55M
14.38%
Sole
4.18M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares610K
TypeSH
Market value$120.96M
7.48%
Sole
610K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COOPER COS INCSOLE | COM | 6.98M | SH | $499.04M 30.86% | 6.98M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 5.90M | SH | $435.88M 26.95% | 5.90M | 0.00 | 0.00 |
CAE INCSOLE | COM | 12.62M | SH | $328.76M 20.33% | 12.62M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 4.18M | SH | $232.55M 14.38% | 4.18M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 610K | SH | $120.96M 7.48% | 610K | 0.00 | 0.00 |