Browning West LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Browning West LP reported 3 stock positions worth $1.2 billion. Its top holding was Somnigroup International (SGI) at 51.5% of the portfolio, followed by Cae (CAE, 28.3%) and Gildan Activewear (GIL, 20.2%). Compared with Q4 2024, it added to 1 and reduced 1. The biggest buy was Cae (CAE, shares +131%) and the biggest sale Gildan Activewear (GIL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001825564
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001825564-25-000005 ↗ filed May 15, 2025
Holdings Value
Holdings 3 stocks · $1.2B
Portfolio Sells Q4 2024 → Q1 2025
| GIL Gildan Activewear Inc. | Reduce -3.1% | 20.21% | −6.34 |
Portfolio Buys Q4 2024 → Q1 2025
| CAE Cae Inc. | Add +131.4% | 28.27% | +13.18 |
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 |