Filed: 8/14/2026ACC: 0001825564-26-000005
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $1.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$1.69B
Total AUM (reported)
30.99M
Total Shares
Allocation by class
COM$1.69B100.0%
Portfolio Concentration
Top 3$1.33B78.8%
4–10$358.79M21.2%
Top 3 weight
78.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 30.99M
Sole
Full voting authority
30.99M
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)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
COOPER COS INC
SOLEShares7.20M
TypeSH
Market value$515.98M
30.53%
Sole
7.20M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares6.37M
TypeSH
Market value$499.40M
29.55%
Sole
6.37M
Shared
0.00
None
0.00
CAE INC
SOLEShares12.61M
TypeSH
Market value$315.93M
18.69%
Sole
12.61M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares4.18M
TypeSH
Market value$215.63M
12.76%
Sole
4.18M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares610K
TypeSH
Market value$138.35M
8.19%
Sole
610K
Shared
0.00
None
0.00
ENSIGN GROUP INC
SOLEShares30K
TypeSH
Market value$4.81M
0.28%
Sole
30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COOPER COS INCSOLE | COM | 7.20M | SH | $515.98M 30.53% | 7.20M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 6.37M | SH | $499.40M 29.55% | 6.37M | 0.00 | 0.00 |
CAE INCSOLE | COM | 12.61M | SH | $315.93M 18.69% | 12.61M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 4.18M | SH | $215.63M 12.76% | 4.18M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 610K | SH | $138.35M 8.19% | 610K | 0.00 | 0.00 |
ENSIGN GROUP INCSOLE | COM | 30K | SH | $4.81M 0.28% | 30K | 0.00 | 0.00 |