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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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COOPER COS INC | COO | Healthcare | 30.86% | 6,979,529 | +3,288,446 | +89.09% | $499,036,324 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 26.95% | 5,896,706 | +149,420 | +2.60% | $435,884,508 |
| CAE INC | CAE | Industrials | 20.33% | 12,620,233 | - | - | $328,757,070 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 14.38% | 4,178,835 | - | - | $232,552,168 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 7.48% | 610,000 | +15,000 | +2.52% | $120,956,900 |