BROWNING WEST LP
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%.
6 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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 |