13F HOLDINGS REPORT
BROWNING WEST LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001825564-26-000002
Total Value
$1.58B
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOMNIGROUP INTERNATIONAL INC | SGI | 5,747,286 | $513.1M | 32.51% |
| 2 | CAE INC | CAE | 12,620,233 | $383.9M | 24.32% |
| 3 | COOPER COS INC | 216648501 | 3,691,083 | $302.5M | 19.17% |
| 4 | GILDAN ACTIVEWEAR INC | GIL | 4,178,835 | $261.0M | 16.54% |
| 5 | DICKS SPORTING GOODS INC | 253393102 | 595,000 | $117.8M | 7.46% |