Filed: 8/14/2025ACC: 0001909089-25-000008
📋 What this filing means
BROWNING WEST LP filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $1.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$1.44B
Total AUM (reported)
29.16M
Total Shares
Allocation by class
COM$1.44B100.0%
Portfolio Concentration
Top 3$1.33B92.0%
4–10$115.72M8.0%
Top 3 weight
92.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 29.16M
Sole
Full voting authority
29.16M
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
SOLEShares10.28M
TypeSH
Market value$699.38M
48.51%
Sole
10.28M
Shared
0.00
None
0.00
CAE INC
SOLEShares13.73M
TypeSH
Market value$402.02M
27.88%
Sole
13.73M
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares4.56M
TypeSH
Market value$224.74M
15.59%
Sole
4.56M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares585K
TypeSH
Market value$115.72M
8.03%
Sole
585K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 10.28M | SH | $699.38M 48.51% | 10.28M | 0.00 | 0.00 |
CAE INCSOLE | COM | 13.73M | SH | $402.02M 27.88% | 13.73M | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 4.56M | SH | $224.74M 15.59% | 4.56M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 585K | SH | $115.72M 8.03% | 585K | 0.00 | 0.00 |