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BROWNING WEST LP 13F portfolio summary

BROWNING WEST LP of BROWNING WEST LP has 6 current stock holdings with a reported portfolio value of $1.69B. The portfolio 1 year return is +5.23%. Top holdings include COO (30.53%), SGI (29.55%), CAE (18.69%), GIL (12.76%), DKS (8.19%).

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BROWNING WEST LP

BROWNING WEST LP
Latest filing: 2026-06-30

BROWNING WEST LP runs BROWNING WEST LP and currently holds 6 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.69B. Their top holdings are COO, SGI, CAE, GIL, DKS. The top five represent 99.7% of reported portfolio weight. BROWNING WEST LP ranks #571 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BROWNING WEST LP initiated 1 new position. They added to 2 existing positions. They trimmed 1 position. Their current best-performing preview position is DKS with returns of +14.38%.

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Top 5 Holdings
COO30.5%
SGI29.5%
CAE18.7%
GIL12.8%
DKS8.2%
Top 5: 99.7%
Portfolio Returns
1 Year
+5.23%
#964/1000
3 Year
+78.04%
#409/1000
5 Year
+72.91%
#509/1000

Portfolio Value

$1.69B

Alpha Score

53.7

#571 of 1000

Holdings

6

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6 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
COO
COOPER COS INC
30.53%$76.87$76.22-0.85%
Added
+3.09%
SGI
SOMNIGROUP INTERNATIONAL INC
29.55%$37.84$64.72+71.04%
Added
+8.03%
CAE
CAE INC
18.69%$24.93$24.91-0.08%
Trimmed
-0.11%
GIL
GILDAN ACTIVEWEAR INC
12.76%$31.66$56.19+77.48%
Held
DKS
DICKS SPORTING GOODS INC
8.19%$197.82$183.21-7.39%
Held
ENSG
ENSIGN GROUP INC
0.28%$160.30$179.48+11.97%
New Buy