Browning West LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Browning West LP reported 5 stock positions worth $1.6 billion. Its top holding was Somnigroup International (SGI) at 32.5% of the portfolio, followed by Cae (CAE, 24.3%) and Cooper Cos (COO, 19.2%). Compared with Q3 2025, it opened 1 new position, added to 1 and reduced 2. The biggest buy was a new position in Cooper Cos (COO) and the biggest sale Somnigroup International (SGI, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001825564
- Portfolio Value
- $1.6B (Q4 2025)
- SEC Filing
- 0001825564-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 5 stocks · $1.6B
| SGI Somnigroup International Inc. | 32.51% | 5,747,286 | $513.1M | Reduce -36.8% |
| CAE Cae Inc. | 24.32% | 12,620,233 | $383.9M | Reduce -8.1% |
| COO The Cooper Cos Inc. | 19.17% | 3,691,083 | $302.5M | New |
| GIL Gildan Activewear Inc. | 16.54% | 4,178,835 | $261.0M | No change |
| DKS Dick's Sporting Goods Inc. | 7.46% | 595,000 | $117.8M | Add +1.7% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
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 |