Browning West Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Browning West Lp disclosed 6 stock positions valued at approximately $1.69B as of quarter-end June 30, 2026. The largest holdings include COOPER COS INC, SOMNIGROUP INTERNATIONAL INC, and CAE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 6
- Portfolio Value
- $1.69B
Holdings by Sector
Browning West Lp Portfolio Holdings in Q2 2026
6 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COOPER COS INC | COO | Healthcare | 30.53% | 7,195,428 | +215,899 | +3.09% | $515,984,142 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 29.55% | 6,369,915 | +473,209 | +8.02% | $499,401,336 |
| CAE INC | CAE | Industrials | 18.69% | 12,606,858 | -13,375 | -0.11% | $315,927,861 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 12.76% | 4,178,835 | - | - | $215,627,886 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 8.19% | 610,000 | - | - | $138,354,100 |
| ENSIGN GROUP INC | ENSG | Healthcare | 0.28% | 30,000 | +30,000 | +100.00% | $4,809,000 |