Browning West LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Browning West LP reported 5 stock positions worth $1.6 billion. Its top holding was Cooper Cos (COO) at 30.9% of the portfolio, followed by Somnigroup International (SGI, 27.0%) and Cae (CAE, 20.3%). Compared with Q4 2025, it added to 3. The biggest buy was Cooper Cos (COO, shares +89%).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0001825564
Portfolio Value
$1.6B (Q1 2026)
SEC Filing
0001825564-26-000004 ↗ filed May 15, 2026

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 Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.6B $1.6B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 5 stocks · $1.6B
COO The Cooper Cos Inc. 30.86% 6,979,529 $499.0M Add +89.1%
SGI Somnigroup International Inc. 26.95% 5,896,706 $435.9M Add +2.6%
CAE Cae Inc. 20.33% 12,620,233 $328.8M No change
GIL Gildan Activewear Inc. 14.38% 4,178,835 $232.6M No change
DKS Dick's Sporting Goods Inc. 7.48% 610,000 $121.0M Add +2.5%

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
COO The Cooper Cos Inc. Add +89.1% 30.86% +11.69
DKS Dick's Sporting Goods Inc. Add +2.5% 7.48% +0.02
SGI Somnigroup International Inc. Add +2.6% 26.95% −5.56

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