Investor
BROWNING WEST LP
CIK 0001825564 · filed 2026-05-15 · SEC filing
13F book
$1.62B
Positions
5
Largest name
30.9%
Cooper Cos Inc
Est. mark
−$210.3M
Price effect on 5 names still held. Flow $249.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cooper Cos Inc | — | 6.98M | $499M | 30.9% | −$38.6M | Added$196.5M |
| Somnigroup International Inc. | SGI | 5.9M | $435.9M | 27.0% | −$88.3M | Added−$77.2M |
| CAE Inc | CAE | 12.6M | $328.8M | 20.3% | −$55.2M | Held |
| Gildan Activewear Inc. | GIL | 4.18M | $232.6M | 14.4% | −$28.5M | Held |
| Dicks Sporting Goods Inc | — | 610K | $121M | 7.5% | $190.4K | Added$3.16M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.