Browning West LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Browning West LP disclosed 6 US equity positions worth $1.7bn in its Q2 2026 13F filing. The largest position was COO at 30.5% of the reported book, followed by SGI and CAE. Against the Q1 2026 filing, it opened 1 new position, added to 2 and reduced 0 among the top 6 holdings.
What did Browning West LP own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | COO COOPER COS INC | Healthcare | 30.5% | $516.0m | 7,195,428 | 3% | added |
| 2 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 29.5% | $499.4m | 6,369,915 | 8% | added |
| 3 | CAE CAE INC | Industrials | 18.7% | $315.9m | 12,606,858 | -0% | held |
| 4 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 12.8% | $215.6m | 4,178,835 | 0% | held |
| 5 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 8.2% | $138.4m | 610,000 | 0% | held |
| 6 | ENSG ENSIGN GROUP INC | Healthcare | 0.3% | $4.8m | 30,000 | – | new |
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.