Browning West LP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Browning West LP reported 4 stock positions worth $1.4 billion. Its top holding was Somnigroup International (SGI) at 48.5% of the portfolio, followed by Cae (CAE, 27.9%) and Gildan Activewear (GIL, 15.6%). Compared with Q1 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Dick's Sporting Goods (DKS) and the biggest sale Gildan Activewear (GIL, shares −16%).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0001825564
Portfolio Value
$1.4B (Q2 2025)
SEC Filing
0001909089-25-000008 ↗ filed Aug 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 Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.4B $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 4 stocks · $1.4B
SGI Somnigroup International Inc. 48.51% 10,277,463 $699.4M No change
CAE Cae Inc. 27.88% 13,734,943 $402.0M No change
GIL Gildan Activewear Inc. 15.59% 4,564,149 $224.7M Reduce -16.4%
DKS Dick's Sporting Goods Inc. 8.03% 585,000 $115.7M New

Portfolio Sells Q1 2025 → Q2 2025
GIL Gildan Activewear Inc. Reduce -16.4% 15.59% −4.62

Portfolio Buys Q1 2025 → Q2 2025
DKS Dick's Sporting Goods Inc. New 8.03% +8.03

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