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BROWNING WEST LP

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13F filer, CIK 1825564, LOS ANGELES, CA

BROWNING WEST LP reported $1,690,104,325 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001825564-26-000005

Period
2026-06-30
Reported value
$1.69B
Holdings
6
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGIadded+473,209$37.1M
COOadded+215,899$15.5M
ENSGnew+30,000$4.81M

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
CAEreduced-13,375-$335K

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 2026

Share positions as resolved from 13F-HR 0001825564-26-000005, largest first. % of portfolio is the value over $1,690,104,325, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,691,083 shares; 2026Q1: 6,979,529 shares; 2026Q2: 7,195,428 shares 7,195,428$516M30.53%+215,899Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,896,706 shares; 2026Q2: 6,369,915 shares 6,369,915$499M29.55%+473,209Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,620,233 shares; 2026Q2: 12,606,858 shares 12,606,858$316M18.69%-13,375Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,178,835 shares; 2026Q2: 4,178,835 shares 4,178,835$216M12.76%0Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 585,000 shares; 2025Q3: 585,000 shares; 2025Q4: 595,000 shares; 2026Q1: 610,000 shares; 2026Q2: 610,000 shares 610,000$138M8.19%0Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000$4.81M0.28%newTimeline

How Q2 2026 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 0001825564-26-000005 base2026-08-14acceptance time not in the bulk data set