Browning West LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Browning West LP disclosed 3 US equity positions worth $1.2bn in its Q1 2025 13F filing. The largest position was SGI at 51.5% of the reported book, followed by CAE and GIL. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 3 holdings.
What did Browning West LP own in Q1 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 51.5% | $615.4m | 10,277,463 | 0% | held |
| 2 | CAE CAE INC | Industrials | 28.3% | $337.7m | 13,734,943 | 131% | added |
| 3 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 20.2% | $241.4m | 5,459,284 | -3% | reduced |
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.