Fund Holdings — BROWNING WEST LP

Total Portfolio Value:
$1.62B
Total Bought:
$276.91M
Total Sold:
$0
Net Transaction:
+$276.91M
Notable People:
Usman Shamshad Nabi, Browning West Ugp Manco, Llc
Securities
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SharesValue
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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The Cooper Companies, Inc.(COO)3,691,0836,979,529+3,288,446$302.52M$499.04M30.86%+$196.52M
Somnigroup International Inc.(SGI)5,747,2865,896,706+149,420$513.12M$435.88M26.95%-$77.23M
CAE Inc.(CAE)12,620,23312,620,2330$383.91M$328.76M20.33%-$55.15M
Gildan Activewear Inc.(GIL)4,178,8354,178,8350$261.01M$232.55M14.38%-$28.46M
DICK'S Sporting Goods, Inc.(DKS)595,000610,000+15,000$117.79M$120.96M7.48%+$3.16M
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BROWNING WEST LP — 13F Holdings — Q1 2026 | TickerTrail