Browning West LP 13F Holdings · Q2 2026
Browning West LP reported 6 securities worth $1.69B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: COO (30.53%), SGI (29.55%), CAE (18.69%). Among its top 25 positions this quarter: 1 new, 2 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COO | COOPER COS INC | $516.0M | 30.53% | 7.2M | Added |
| 2 | SGI | SOMNIGROUP INTERNATIONAL INC | $499.4M | 29.55% | 6.4M | Added |
| 3 | CAE | CAE INC | $315.9M | 18.69% | 12.6M | Trimmed |
| 4 | GIL | GILDAN ACTIVEWEAR INC | $215.6M | 12.76% | 4.2M | Hold |
| 5 | DKS | DICKS SPORTING GOODS INC | $138.4M | 8.19% | 610,000 | Hold |
| 6 | ENSG | ENSIGN GROUP INC | $4.8M | 0.28% | 30,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR