BROWNING WEST LP
Top Portfolio Positions
5 positions ·
$1,617,186,966 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COO |
Cooper Companies, Inc.
Healthcare
|
6,979,529 | $499,036,323 | 30.86% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
5,896,706 | $435,884,507 | 26.95% | |
| CAE |
Cae Inc
Industrials
|
12,620,233 | $328,757,069 | 20.33% | |
| GIL |
Gildan Activewear Inc.
Consumer Cyclical
|
4,178,835 | $232,552,167 | 14.38% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
610,000 | $120,956,900 | 7.48% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CAE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,757,069 | 12,620,233 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $383,907,487 | 12,620,233 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $407,103,710 | 13,734,943 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $402,021,781 | 13,734,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $337,742,248 | 13,734,943 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $150,628,548 | 5,934,931 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||