Browning West LP Portfolio Holdings

Browning West LP

  • $1.17 Billion
  • Q1 2025

Browning West LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 3 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tempur Sealy International, Inc. with a value of $592M, Cae Inc with a value of $338M, and Gildan Activewear Inc. with a value of $241M.

Examining the 13F form we can see an increase of $173M in the current position value, from $998M to 1.17B.

Browning West LP is based out at Los Angeles, CA

Below you can find more details about Browning West LP portfolio as well as his latest detailed transactions.

Portfolio value $1.17 Billion
Consumer Cyclical: $833 Million
Industrials: $338 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.92B
$592 Million 50.55% of portfolio
10,277,463
Q4 2024 Reduced 5.19%
$8.66B
$338 Million 28.84% of portfolio
13,734,943
Q1 2025 Added 131.43%
$8.69B
$241 Million 20.61% of portfolio
5,459,284
Q1 2025 Reduced 3.08%

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $1.17 Billion
  • Prior Value $998 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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