BROWNING WEST LP
CIK 1825564
13F filing for Q2 2026・No. 1,833
- Holdings
- US$1.69B
- Quarter change
- +US$72.92M
- Entries
- 6
- Net bought (estimate)
- +US$57.06M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 1
- Added 2
- Corporate actions 0
- Unchanged 2
Largest holdings
6 stocks worth US$1.69B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| COOCOOPER COS INCCOM | Added | 7,195,428 | US$515.98M | 30.53% |
| SGISOMNIGROUP INTERNATIONAL INCCOM | Added | 6,369,915 | US$499.4M | 29.55% |
| CAECAE INCCOM | Cut | 12,606,858 | US$315.93M | 18.69% |
| GILGILDAN ACTIVEWEAR INCCOM | Unchanged | 4,178,835 | US$215.63M | 12.76% |
| DKSDICKS SPORTING GOODS INCCOM | Unchanged | 610,000 | US$138.35M | 8.19% |
| ENSGENSIGN GROUP INCCOM | New | 30,000 | US$4.81M | 0.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.