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BROWNING WEST LP

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13F filer, CIK 1825564, LOS ANGELES, CA

BROWNING WEST LP reported $1,578,348,529 across 5 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001825564-26-000002

Period
2025-12-31
Reported value
$1.58B
Holdings
5
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
COOnew+3,691,083$303M
DKSadded+10,000$1.98M

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
SGIreduced-3,350,220-$299M
CAEreduced-1,114,710-$33.9M

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, Q4 2025

Share positions as resolved from 13F-HR 0001825564-26-000002, largest first. % of portfolio is the value over $1,578,348,529, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,840,603 shares; 2024Q4: 10,277,463 shares; 2025Q1: 10,277,463 shares; 2025Q2: 10,277,463 shares; 2025Q3: 9,097,506 shares; 2025Q4: 5,747,286 shares 5,747,286$513M32.51%-3,350,220Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,934,931 shares; 2025Q1: 13,734,943 shares; 2025Q2: 13,734,943 shares; 2025Q3: 13,734,943 shares; 2025Q4: 12,620,233 shares 12,620,233$384M24.32%-1,114,710Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,691,083 shares 3,691,083$303M19.17%newTimeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,637,135 shares; 2024Q4: 5,632,881 shares; 2025Q1: 5,459,284 shares; 2025Q2: 4,564,149 shares; 2025Q3: 4,178,835 shares; 2025Q4: 4,178,835 shares 4,178,835$261M16.54%0Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 585,000 shares; 2025Q3: 585,000 shares; 2025Q4: 595,000 shares 595,000$118M7.46%+10,000Timeline

How Q4 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 0001825564-26-000002 base2026-02-17acceptance time not in the bulk data set