Browning West LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Browning West LP reported 6 stock positions worth $1.7 billion. Its top holding was Cooper Cos (COO) at 30.5% of the portfolio, followed by Somnigroup International (SGI, 29.5%) and Cae (CAE, 18.7%). Compared with Q1 2026, it opened 1 new position, added to 2 and reduced 1. The biggest buy was Somnigroup International (SGI, shares +8%) and the biggest sale Cae (CAE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001825564
- Portfolio Value
- $1.7B (Q2 2026)
- SEC Filing
- 0001825564-26-000005 ↗ filed Aug 14, 2026
Holdings Value
Holdings 6 stocks · $1.7B
| COO The Cooper Cos Inc. | 30.53% | 7,195,428 | $516.0M | Add +3.1% |
| SGI Somnigroup International Inc. | 29.55% | 6,369,915 | $499.4M | Add +8.0% |
| CAE Cae Inc. | 18.69% | 12,606,858 | $315.9M | Reduce -0.1% |
| GIL Gildan Activewear Inc. | 12.76% | 4,178,835 | $215.6M | No change |
| DKS Dick's Sporting Goods Inc. | 8.19% | 610,000 | $138.4M | No change |
| ENSG The Ensign Group Inc. | 0.28% | 30,000 | $4.8M | New |
Portfolio Sells Q1 2026 → Q2 2026
| CAE Cae Inc. | Reduce -0.1% | 18.69% | −1.64 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $1.7B | COO, SGI, CAE, GIL, DKS |
| Q1 2026 | 5 | $1.6B | COO, SGI, CAE, GIL, DKS |
| Q4 2025 | 5 | $1.6B | SGI, CAE, COO, GIL, DKS |
| Q3 2025 | 4 | $1.5B | SGI, CAE, GIL, DKS |
| Q2 2025 | 4 | $1.4B | SGI, CAE, GIL, DKS |
| Q1 2025 | 3 | $1.2B | SGI, CAE, GIL |
| Q4 2024 | 3 | $998.3M | SGI, GIL, CAE |
| Q3 2024 | 2 | $1.0B | SGI, GIL |
| Q2 2024 | 2 | $878.6M | SGI, GIL |
| Q1 2024 | 2 | $935.6M | SGI, GIL |