Browning West LP
Net buyer this quarter
$1.69B
6
+$57.1M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COO | $516M | 30.53% | 3.69% | +3.1% | Q4 2025 |
 SGI | $499M | 29.55% | 3.03% | +8.0% | Q4 2020 |
 CAE | $316M | 18.69% | 3.92% | -0.1% | Q4 2024 |
 GIL | $216M | 12.76% | 2.26% | Not reported | Q4 2020 |
 DKS | $138M | 8.19% | 0.65% | Not reported | Q2 2025 |
 ENSG | $4.81M | 0.28% | 0.05% | New | Q2 2026 |
| Q1 2026 | |||||
| COO | $499M | 30.86% | 3.58% | +89.1% | Q4 2025 |
| SGI | $436M | 26.95% | 2.80% | +2.6% | Q4 2020 |
| CAE | $329M | 20.33% | 3.92% | Not reported | Q4 2024 |
| GIL | $233M | 14.38% | 2.26% | Not reported | Q4 2020 |
| DKS | $121M | 7.48% | 0.65% | +2.5% | Q2 2025 |
| Q4 2025 | |||||
| SGI | $513M | 32.51% | 2.74% | -36.8% | Q4 2020 |
| CAE | $384M | 24.32% | 3.94% | -8.1% | Q4 2024 |
| COO | $303M | 19.17% | 1.88% | New | Q4 2025 |
| GIL | $261M | 16.54% | 2.26% | Not reported | Q4 2020 |
| DKS | $118M | 7.46% | 0.63% | +1.7% | Q2 2025 |
| Q3 2025 | |||||
| SGI | $767M | 49.63% | 4.33% | -11.5% | Q4 2020 |
| CAE | $407M | 26.34% | 4.29% | Not reported | Q4 2024 |
| GIL | $242M | 15.63% | 2.74% | -8.4% | Q4 2020 |
| DKS | $130M | 8.41% | 0.62% | Not reported | Q2 2025 |