Browning West LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Browning West LP disclosed 4 US equity positions worth $1.5bn in its Q3 2025 13F filing. The largest position was SGI at 49.6% of the reported book, followed by CAE and GIL. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 4 holdings.
What did Browning West LP own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 49.6% | $767.2m | 9,097,506 | -11% | reduced |
| 2 | CAE CAE INC | Industrials | 26.3% | $407.1m | 13,734,943 | 0% | held |
| 3 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 15.6% | $241.5m | 4,178,835 | -8% | reduced |
| 4 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 8.4% | $130.0m | 585,000 | 0% | held |
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.