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BROWNING WEST LP

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13F filer, CIK 1825564, LOS ANGELES, CA

BROWNING WEST LP reported $1,441,860,686 across 4 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001909089-25-000008

Period
2025-06-30
Reported value
$1.44B
Holdings
4
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DKSnew+585,000$116M

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-895,135-$44.1M

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, Q2 2025

Share positions as resolved from 13F-HR 0001909089-25-000008, largest first. % of portfolio is the value over $1,441,860,686, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,840,603 shares; 2024Q4: 10,277,463 shares; 2025Q1: 10,277,463 shares; 2025Q2: 10,277,463 shares 10,277,463$699M48.51%0Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,934,931 shares; 2025Q1: 13,734,943 shares; 2025Q2: 13,734,943 shares 13,734,943$402M27.88%0Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,637,135 shares; 2024Q4: 5,632,881 shares; 2025Q1: 5,459,284 shares; 2025Q2: 4,564,149 shares 4,564,149$225M15.59%-895,135Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 585,000 shares 585,000$116M8.03%newTimeline

How Q2 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 0001909089-25-000008 base2025-08-14acceptance time not in the bulk data set