Q2 2026 13F · SEC CIK 1825564
Browning West LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.7B
- Reported positions
- 6
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $2.2B
Browning West LP is a hedge fund that reported 6 positions worth $1.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Cooper Cos Inc (COO, 30.5%), Somnigroup International Inc (TPX, 29.5%), Cae Inc (CAE, 18.7%).
Browning West LP holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| COOCooper Cos Inc | 30.5% | +3.1% | $516.0M |
| TPXSomnigroup International Inc | 29.5% | +8.0% | $499.4M |
| CAECae Inc | 18.7% | -0.1% | $315.9M |
| GILGildan Activewear Inc | 12.8% | +0.0% | $215.6M |
| DKSDicks Sporting Goods Inc | 8.2% | +0.0% | $138.4M |
| ENSGEnsign Group Inc | 0.3% | — | $4.8M |
What Browning West LP bought and sold in Q2 2026, against Q1 2026.
New positions
- ENSG Ensign Group Inc0.3% of 13F
Added to
- TPX Somnigroup International Inc+8.0% shares
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.7B | 6 |
| Q1 2026 | $1.6B | 5 |
| Q4 2025 | $1.6B | 5 |
Questions about Browning West LP's portfolio
What stocks does Browning West LP own?
Browning West LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 6 positions worth $1.7B. The largest are Cooper Cos Inc (COO) at 30.5%, Somnigroup International Inc (TPX) at 29.5%, Cae Inc (CAE) at 18.7%, Gildan Activewear Inc (GIL) at 12.8% and Dicks Sporting Goods Inc (DKS) at 8.2%.
What did Browning West LP buy last quarter?
In Q2 2026, Browning West LP added a new position in Ensign Group Inc (ENSG) and Somnigroup International Inc (TPX) (+8.0% shares), compared with its Q1 2026 filing.
What did Browning West LP sell last quarter?
Browning West LP sold out of nothing and cut no large position by more than 5% in Q2 2026.
When is Browning West LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Browning West LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Browning West LP manage?
Browning West LP reported $2.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.