Browning West LP
Browning West LP reported 6 US-listed holdings worth $1.69 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Cooper Companies, Inc. (30.5%), Somnigroup International Inc. (29.5%) and Cae Inc. (18.7%). Against the quarter before, it opened 1 position, added to 2, trimmed 1 and sold out of 0.
Reported holdings$1.69B+4.5% on Q1 2026
Positions6+1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 1Added 2Held 2Trimmed 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Ensign Group, Inc. ENSG$4.8 million
Added to 2
- Somnigroup International Inc. SGI+473,209 shares · +8%
- Cooper Companies, Inc. COO+215,899 shares · +3%
Trimmed 1
- Cae Inc. CAE-13,375 shares · -0%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Cooper Companies, Inc. COO | 7,195,428 | $516.0 million | 30.53% | +215,899 |
| Somnigroup International Inc. SGI | 6,369,915 | $499.4 million | 29.55% | +473,209 |
| Cae Inc. CAE | 12,606,858 | $315.9 million | 18.69% | -13,375 |
| Gildan Activewear Inc. GIL | 4,178,835 | $215.6 million | 12.76% | no change |
| Dick'S Sporting Goods, Inc. DKS | 610,000 | $138.4 million | 8.19% | no change |
| Ensign Group, Inc. ENSG | 30,000 | $4.8 million | 0.28% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.