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BROWNING WEST LP13F | |
| BROWNING WEST LP | |
| Last update 2025-05-16 | 3 Stocks (0 new) |
| Value $1.20 Bil | Turnover 16 % |
BROWNING WEST LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGI | Somnigroup International Inc | 10,277,463 | 615,414.5 | 0% | 51.520 | 0% | 4.930 | +29.14% | +27.49% | 15,003.5 | Furnishings, Fixtures & Appliances | |
CAE | CAE Inc | 13,734,943 | 337,742.3 | +131.43% | 28.270 | +16.05% | 4.290 | +41.08% | +17.18% | 9,566.2 | Aerospace & Defense | |
GIL | Gildan Activewear Inc | 5,459,284 | 241,409.5 | -3.08% | 20.210 | -0.82% | 3.610 | +30.55% | +9.14% | 7,721.6 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
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BROWNING WEST LP's Historical Top Holdings Breakdowns
BROWNING WEST LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CAE | CAE Inc | 2025-03-31 | Add Add | +16.05% | 23.09 ($24.36) 26.78 | $29.74 | 22.09% | Add 131.43% | 13,734,943 | 7,800,012 | |
GIL | Gildan Activewear Inc | 2025-03-31 | Reduce Reduce | -0.82% | 44.19 ($49.71) 55.09 | $50.88 | 2.35% | Reduce -3.08% | 5,459,284 | -173,597 | |
GIL | Gildan Activewear Inc | 2024-12-31 | Reduce Reduce | -18.04% | 46.28 ($48.21) 50.23 | $50.88 | 5.54% | Reduce -41.55% | 5,632,881 | -4,004,254 | |
CAE | CAE Inc | 2024-12-31 | New Buy New Buy | +15.09% | 17.6 ($21.13) 25.38 | $29.74 | 40.75% | New holding | 5,934,931 | 5,934,931 | |
SGI | Tempur Sealy International Inc | 2024-12-31 | Reduce Reduce | -2.94% | 47.66 ($53.34) 57.86 | $71.93 | 34.85% | Reduce -5.19% | 10,277,463 | -563,140 | |
GIL | Gildan Activewear Inc | 2024-06-30 | Add Add | +4.30% | 32.64 ($36.17) 38.35 | $50.88 | 40.67% | Add 11.54% | 9,637,135 | 996,687 | |
SGI | Tempur Sealy International Inc | 2024-06-30 | Add Add | +0.11% | 45.98 ($50.62) 55.51 | $71.93 | 42.10% | Add 0.19% | 10,840,603 | 20,367 | |
SGI | Tempur Sealy International Inc | 2024-03-31 | Reduce Reduce | -9.83% | 47.92 ($52.11) 56.82 | $71.93 | 38.03% | Reduce -14.2% | 10,820,236 | -1,790,953 | |
GIL | Gildan Activewear Inc | 2023-12-31 | Add Add | +7.10% | 27.28 ($32.41) 37.28 | $50.88 | 56.99% | Add 30.02% | 8,640,448 | 1,994,900 | |
SGI | Tempur Sealy International Inc | 2023-12-31 | Add Add | +4.50% | 36.5 ($42.42) 51.35 | $71.93 | 69.57% | Add 6.96% | 12,611,189 | 820,200 |
BROWNING WEST LP Total Holding History ($B)
BROWNING WEST LP's Asset Allocation
BROWNING WEST LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BROWNING WEST LP's Hypothetical Growth since 2025-03-31
BROWNING WEST LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BROWNING WEST LP's Holdings Heat Map
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BROWNING WEST LP's Holdings Bubble Chart
BROWNING WEST LP News
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