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BROWNING WEST LP

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13F filer, CIK 1825564, LOS ANGELES, CA

BROWNING WEST LP reported $1,194,566,270 across 3 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001825564-25-000005

Period
2025-03-31
Reported value
$1.19B
Holdings
3
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CAEadded+7,800,012$192M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GILreduced-173,597-$7.68M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001825564-25-000005, largest first. % of portfolio is the value over $1,194,566,270, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,840,603 shares; 2024Q4: 10,277,463 shares; 2025Q1: 10,277,463 shares 10,277,463$615M51.52%0Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,934,931 shares; 2025Q1: 13,734,943 shares 13,734,943$338M28.27%+7,800,012Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,637,135 shares; 2024Q4: 5,632,881 shares; 2025Q1: 5,459,284 shares 5,459,284$241M20.21%-173,597Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001825564-25-000005 base2025-05-15acceptance time not in the bulk data set