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 SGI
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $435,884,507 | 5,896,706 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $513,117,694 | 5,747,286 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $767,192,680 | 9,097,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $699,381,357 | 10,277,463 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $615,414,484 | 10,277,463 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $582,629,377 | 10,277,463 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $582,629,377 | 10,277,463 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $591,896,923 | 10,840,603 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $513,194,146 | 10,840,603 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $614,805,809 | 10,820,236 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $642,792,303 | 12,611,189 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $511,021,463 | 11,790,989 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $472,464,929 | 11,790,989 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $461,677,155 | 11,690,989 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $374,430,066 | 10,906,789 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $251,787,176 | 10,430,289 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $203,128,025 | 9,505,289 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $258,823,090 | 9,270,168 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $358,858,558 | 7,630,418 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $331,703,222 | 7,147,236 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $257,494,446 | 6,570,412 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $221,394,746 | 6,055,655 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $97,200,000 | 3,600,000 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||