Browning West Lp Portfolio Stock Holdings

Browning West Lp disclosed 5 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include COOPER COS INC, SOMNIGROUP INTERNATIONAL INC, and CAE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
5
Portfolio Value
$1.6B
Holdings by Sector
Browning West Lp Portfolio Holdings in Q1 2026

5 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
COOPER COS INCCOOHealthcare30.86%6,979,529+3,288,446+89.09%$499,036,324
SOMNIGROUP INTERNATIONAL INCTPXConsumer Cyclical26.95%5,896,706+149,420+2.60%$435,884,508
CAE INCCAEIndustrials20.33%12,620,233--$328,757,070
GILDAN ACTIVEWEAR INCGILConsumer Cyclical14.38%4,178,835--$232,552,168
DICKS SPORTING GOODS INCDKSConsumer Cyclical7.48%610,000+15,000+2.52%$120,956,900