Browning West LP reported 6 holdings worth US$1.69B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Browning West LP reported 6 holdings worth US$1.69B as of Jun 30, 2026. Largest: The Cooper Companies, Inc., Somnigroup International Inc. and Cae Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 6
- Value as reported
- US$1.69B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| The Cooper Companies, Inc. | 7.2M | US$516M | 30.5% |
| Somnigroup International Inc. | 6.37M | US$499M | 29.5% |
| Cae Inc. | 12.6M | US$316M | 18.7% |
| Gildan Activewear Inc. | 4.18M | US$216M | 12.8% |
| Dick's Sporting Goods Inc | 610K | US$138M | 8.2% |
| The Ensign Group, Inc. | 30,000 | US$4.81M | 0.28% |