Latest BROWNING WEST LP Stock Portfolio

About BROWNING WEST LP and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, BROWNING WEST LP reported an equity portfolio of $1.5 Billions as of 30 Sep, 2025.

The top stock holdings of BROWNING WEST LP are TPX, CAE, . The fund has invested 49.6% of it's portfolio in SOMNIGROUP INTERNATIONAL INC and 26.3% of portfolio in CAE INC.

They significantly reduced their stock positions in SOMNIGROUP INTERNATIONAL INC (TPX) and GILDAN ACTIVEWEAR INC.

BROWNING WEST LP Annual Return Estimates Vs S&P 500

Performance

New Buys

No new stocks were added by BROWNING WEST LP

Additions

No additions were made to existing positions by BROWNING WEST LP

Reductions

Ticker	% Reduced
somnigroup international inc	-11.48
gildan activewear inc	-8.44

BROWNING WEST LP reduced stake in above stock

Sold off

None of the stocks were completely sold off by BROWNING WEST LP

Sector Distribution

Sector	%
Consumer Cyclical	58
Others	42

Market Cap. Distribution

Category	%
MID-CAP	49.6
UNALLOCATED	42
LARGE-CAP	8.4

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%
TPX	somnigroup international inc	22.6 %
	gildan activewear inc	16.6 %
DKS	dicks sporting goods inc	12.3 %
CAE	cae inc	1.3 %

Top 5 Winners ($)		$
TPX	somnigroup international inc	157.7 M
	gildan activewear inc	37.4 M
DKS	dicks sporting goods inc	14.3 M
CAE	cae inc	5.1 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

BROWNING WEST LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BROWNING WEST LP

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
CAE	cae inc	26.34	13,734,900	407,104,000	unchanged	0.00

DKS	dicks sporting goods inc	8.41	585,000	129,999,000	unchanged	0.00

TPX	somnigroup international inc	49.63	9,097,510	767,193,000	reduced	-11.48

	gildan activewear inc	15.62	4,178,840	241,537,000	reduced	-8.44