2026 Q2 Portfolio Activity
In 2026 Q2, BROWNING WEST LP maintained a portfolio of 6 distinct positions. The most significant new addition was ENSIGN GROUP INC, now representing 0.28% of the total fund value. They heavily accumulated shares in SOMNIGROUP INTERNATIONAL INC, increasing the position by 8.0%.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
COO (30.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
BROWNING WEST LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
COO
COOPER COS INC
|
Healthcare | 30.53% | 30.86% |
#1
Prev: #1
|
6.5 |
—
|
215,899 | 3.1% |
P
S
|
7,195,428 | $515,984,142 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 29.55% | 26.95% |
#2
Prev: #2
|
7.5 |
—
|
473,209 | 8.0% |
P
S
|
6,369,915 | $499,401,336 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAE
CAE INC
|
Industrials | 18.69% | 20.33% |
#3
Prev: #3
|
5.5 |
—
|
-13,375 | -0.1% |
P
S
|
12,606,858 | $315,927,861 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GIL
GILDAN ACTIVEWE...
|
Consumer Cyclical | 12.76% | 14.38% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
4,178,835 | $215,627,886 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DKS
DICKS SPORTING ...
|
Consumer Cyclical | 8.19% | 7.48% |
#5
Prev: #5
|
4.8 |
—
|
no change | no change |
P
S
|
610,000 | $138,354,100 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENSG
ENSIGN GROUP IN...
|
Healthcare | 0.28% | — |
#6
Prev: #—
|
3.6 |
—
|
30,000 | — |
NEW
|
30,000 | $4,809,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-6 of 6 holdings