Browning West LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Browning West LP reported 2 stock positions worth $878.6 million. Its top holding was Somnigroup International (SGI) at 58.4% of the portfolio, followed by Gildan Activewear (GIL, 41.6%). Compared with Q1 2024, it added to 2. The biggest buy was Gildan Activewear (GIL, shares +12%).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0001825564
Portfolio Value
$878.6M (Q2 2024)
SEC Filing
0001825564-24-000006 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $935.6M Q1 2024 Q2 2024: $878.6M $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 · $878.6M
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC 58.41% 10,840,603 $513.2M Add +0.2%
GIL Gildan Activewear Inc. 41.59% 9,637,135 $365.4M Add +11.5%

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 2024
GIL Gildan Activewear Inc. Add +11.5% 41.59% +7.30
SGI Somnigroup International Inc. Add +0.2% 58.41% −7.30

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