BROWNING WEST LP

CIK: 0001825564Latest portfolio: $1.6B · Q4 2025

Holdings

5

Total Value

$1.6B

New Positions

1

Closed Positions

0

Top Holdings

#StockSharesValue% PortfolioChangeType
1
TPDSOMNIGROUP INTERNATIONAL INC
5,747,286$513.1M32.51%-3,350,220
2
CAECAE INC
12,620,233$383.9M24.32%-1,114,710
3
COOCOOPER COS INC
3,691,083$302.5M19.17%NEW
4
GILGILDAN ACTIVEWEAR INC
4,178,835$261.0M16.54%
5
DKSDICKS SPORTING GOODS INC
595,000$117.8M7.46%+10K

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Increased Positions

NameSharesChange
DKS595K+10K

Decreased Positions

NameSharesChange
TPD5.7M-3350220
CAE12.6M-1114710

Sector Breakdown

Consumer Cyclical0.0% ($261.0T)
Unknown0.0% ($513.1M)
Industrials0.0% ($383.9M)
Healthcare0.0% ($302.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$1.6B5
Q3 2025Nov 14, 2025$1.5T4
Q2 2025Aug 14, 2025$1.4T4
Q1 2025May 15, 2025$1.2T3
Q4 2024Feb 14, 2025$998.3B3
Q3 2024Nov 14, 2024$1045.9T2
Q2 2024Aug 14, 2024$878.6T2
Q1 2024May 14, 2024$935.6T2
Q4 2023Feb 14, 2024$928.4T2
Q3 2023Nov 14, 2023$697.2T2
Q2 2023Aug 14, 2023$686.7T2
Q1 2023May 15, 2023$673.9T2
Q4 2022Feb 13, 2023$538.0T2
Q3 2022Nov 14, 2022$420.6B2
Q2 2022Aug 15, 2022$374.7B2
Q1 2022May 16, 2022$456.0B2
Q4 2021Feb 14, 2022$554.5B2
Q3 2021Nov 15, 2021$500.2B2
Q2 2021Aug 16, 2021$413.4B2
Q1 2021May 17, 2021$350.8B2
Q4 2020Feb 16, 2021$192.7B2

Fund Information

CIK0001825564
Most Recent FilingFeb 17, 2026
Number of Filings21

BROWNING WEST LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.6B across 5 holdings. The largest position is SOMNIGROUP INTERNATIONAL INC (TPD), representing 32.5% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.