The Analysis of BROWNING WEST LP's Holdings & P&L

Currently, BROWNING WEST LP holds 5 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+3.3M shares, valued at $235.1M), SGI (+149.4K shares, valued at $11.0M), DKS (+15.0K shares, valued at $3.0M).

1M P&L

-103.3M-8.90%

3M P&L

-266.7M-20.14%

HY P&L

-135.8M-11.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Furnishings, Fixtures & Appliances513.1M

40.2%

2Aerospace & Defense383.9M

30.1%

3Apparel Manufacturing261.0M

20.5%

Top Industries by Stock Count

1Apparel Manufacturing1 stocks

25.0%

2Furnishings, Fixtures & Appliances1 stocks

25.0%

3Aerospace & Defense1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

COOPER COS INC COOPER COS INC7.0M shares89.09%2026-03-312026-05-15

SGI SOMNIGROUP INTERNATIONAL INC5.9M shares2.60%2026-03-312026-05-15

CAE CAE INC12.6M shares0.00%2026-03-312026-05-15

GIL GILDAN ACTIVEWEAR INC4.2M shares0.00%2026-03-312026-05-15

DKS DICKS SPORTING GOODS INC610.0K shares2.52%2026-03-312026-05-15

COOPER COS INC

89.09%

Shares7.0M

Event2026-03-31

Filed2026-05-15

SGI

SOMNIGROUP INTERNATIONAL INC

2.60%

Shares5.9M

Event2026-03-31

Filed2026-05-15

CAE

CAE INC

0.00%

Shares12.6M

Event2026-03-31

Filed2026-05-15

GIL

GILDAN ACTIVEWEAR INC

0.00%

Shares4.2M

Event2026-03-31

Filed2026-05-15

DKS

DICKS SPORTING GOODS INC

2.52%

Shares610.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available