Browning West LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Browning West LP disclosed 5 US equity positions worth $1.6bn in its Q1 2026 13F filing. The largest position was COO at 30.9% of the reported book, followed by SGI and CAE.
What did Browning West LP own in Q1 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | COO COOPER COS INC | Healthcare | 30.9% | $499.0m | 6,979,529 | – | |
| 2 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 27.0% | $435.9m | 5,896,706 | – | |
| 3 | CAE CAE INC | Industrials | 20.3% | $328.8m | 12,620,233 | – | |
| 4 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 14.4% | $232.6m | 4,178,835 | – | |
| 5 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 7.5% | $121.0m | 610,000 | – |
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.