Browning West LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Browning West LP disclosed 2 US equity positions worth $1.0bn in its Q3 2024 13F filing. The largest position was SGI at 56.6% of the reported book.
What did Browning West LP own in Q3 2024? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SGI TEMPUR SEALY INTL INC | Consumer Cyclical | 56.6% | $591.9m | 10,840,603 | – | |
| 2 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 43.4% | $454.0m | 9,637,135 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.