BROWNING WEST LP — 13F Holdings

2026 Q1  ·  5 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, BROWNING WEST LP maintained a portfolio of 5 distinct positions. They heavily accumulated shares in COOPER COS INC, increasing the position by 89.1%.
Position History hover any row below to update
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BROWNING WEST LP Los Angeles, CA Hedge Fund AUM $1,617M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
5
Quarter
2026 Q1
Top Holding
COO (30.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
COO
COOPER COS INC
Healthcare 30.86% 19.17% #1 2
Prev: #3
9.0
—
3,288,446 89.1%
P
S
6,979,529 $499,036,324 2025 Q4 13F Filing 2026-03-31 2026-05-15
SGI
SOMNIGROUP INTE...
Consumer Cyclical 26.95% 32.51% #2 1
Prev: #1
6.0
—
149,420 2.6%
P
S
5,896,706 $435,884,508 2020 Q4 13F Filing 2026-03-31 2026-05-15
CAE
CAE INC
Industrials 20.33% 24.32% #3 1
Prev: #2
6.0
—
no change no change
P
S
12,620,233 $328,757,070 2024 Q4 13F Filing 2026-03-31 2026-05-15
GIL
GILDAN ACTIVEWE...
Consumer Cyclical 14.38% 16.54% #4
Prev: #4
5.5
—
no change no change
P
S
4,178,835 $232,552,168 2020 Q4 13F Filing 2026-03-31 2026-05-15
DKS
DICKS SPORTING ...
Consumer Cyclical 7.48% 7.46% #5
Prev: #5
4.0
—
15,000 2.5%
P
S
610,000 $120,956,900 2025 Q2 13F Filing 2026-03-31 2026-05-15
Showing 1-5 of 5 holdings

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