Browning West LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Browning West LP reported 2 stock positions worth $935.6 million. Its top holding was Somnigroup International (SGI) at 65.7% of the portfolio, followed by Gildan Activewear (GIL, 34.3%). Compared with Q4 2023, it reduced 1. The biggest sale was Somnigroup International (SGI, shares −14%).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0001825564
Portfolio Value
$935.6M (Q1 2024)
SEC Filing
0001825564-24-000004 ↗ filed May 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $935.6M $935.6M Q1 2024 Q2 2024: $878.6M Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $998.3M Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 2 stocks · $935.6M
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC 65.71% 10,820,236 $614.8M Reduce -14.2%
GIL Gildan Activewear Inc. 34.29% 8,640,448 $320.8M No change

Portfolio Sells Q4 2023 → Q1 2024
SGI Somnigroup International Inc. Reduce -14.2% 65.71% −3.52

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$1.7BCOO, SGI, CAE, GIL, DKS
Q1 2026 5$1.6BCOO, SGI, CAE, GIL, DKS
Q4 2025 5$1.6BSGI, CAE, COO, GIL, DKS
Q3 2025 4$1.5BSGI, CAE, GIL, DKS
Q2 2025 4$1.4BSGI, CAE, GIL, DKS
Q1 2025 3$1.2BSGI, CAE, GIL
Q4 2024 3$998.3MSGI, GIL, CAE
Q3 2024 2$1.0BSGI, GIL
Q2 2024 2$878.6MSGI, GIL
Q1 2024 2$935.6MSGI, GIL