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 $1.2 Billions as of 31 Mar, 2025.

The top stock holdings of BROWNING WEST LP are TPX, CAE, . The fund has invested 51.5% of it's portfolio in SOMNIGROUP INTERNATIONAL INC and 28.3% of portfolio in CAE INC.

They significantly reduced their stock positions in GILDAN ACTIVEWEAR INC. The fund showed a lot of confidence in some stocks as they added substantially to CAE INC (CAE).

BROWNING WEST LP Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by BROWNING WEST LP

Additions

Ticker	% Inc.
cae inc	131

Additions to existing portfolio by BROWNING WEST LP

Reductions

Ticker	% Reduced
gildan activewear inc	-3.08

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	51.5
Others	48.5

Market Cap. Distribution

Category	%
MID-CAP	51.5
UNALLOCATED	48.5

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%
TPX	somnigroup international inc	5.6 %

Top 5 Winners ($)		$
TPX	somnigroup international inc	32.8 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: 15 May, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	TPX	somnigroup international inc	51.52	10,277,500	615,414,000	unchanged	0.00
Historical Trend of SOMNIGROUP INTERNATIONAL INC Position Held By BROWNING WEST LP What % of Portfolio is TPX?: Number of TPX shares held: Change in No. of Shares Held:
	CAE	cae inc	28.27	13,734,900	337,742,000	added	131

		gildan activewear inc	20.21	5,459,280	241,410,000	reduced	-3.08