Browning West LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Browning West LP reported 3 stock positions worth $998.3 million. Its top holding was Somnigroup International (SGI) at 58.4% of the portfolio, followed by Gildan Activewear (GIL, 26.5%) and Cae (CAE, 15.1%). Compared with Q3 2024, it opened 1 new position and reduced 2. The biggest buy was a new position in Cae (CAE) and the biggest sale Gildan Activewear (GIL, shares −42%).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0001825564
Portfolio Value
$998.3M (Q4 2024)
SEC Filing
0001825564-25-000004 ↗ filed Feb 14, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $935.6M Q1 2024 Q2 2024: $878.6M Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $998.3M $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 3 stocks · $998.3M
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC 58.36% 10,277,463 $582.6M Reduce -5.2%
GIL Gildan Activewear Inc. 26.55% 5,632,881 $265.0M Reduce -41.5%
CAE Cae Inc. 15.09% 5,934,931 $150.6M New

Portfolio Sells Q3 2024 → Q4 2024
GIL Gildan Activewear Inc. Reduce -41.5% 26.55% −16.86
SGI Somnigroup International Inc. Reduce -5.2% 58.36% +1.77

Portfolio Buys Q3 2024 → Q4 2024
CAE Cae Inc. New 15.09% +15.09

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