13F HOLDINGS REPORT
BROWNING WEST LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001909089-25-000008
Total Value
$1.44B
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOMNIGROUP INTERNATIONAL INC | SGI | 10,277,463 | $699.4M | 48.51% |
| 2 | CAE INC | CAE | 13,734,943 | $402.0M | 27.88% |
| 3 | GILDAN ACTIVEWEAR INC | GIL | 4,564,149 | $224.7M | 15.59% |
| 4 | DICKS SPORTING GOODS INC | 253393102 | 585,000 | $115.7M | 8.03% |