Browning West LP Portfolio Holdings

Browning West LP

$1.3 Billion
Q3 2025

Browning West LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tempur Sealy International, Inc. with a value of $524M, Cae Inc with a value of $407M, Gildan Activewear Inc. with a value of $242M, and Dick'S Sporting Goods, Inc. with a value of $130M.

Examining the 13F form we can see an decrease of $31.8M in the current position value, from $1.33B to 1.3B.

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 $1.3 Billion

Consumer Cyclical: $896 Million

Industrials: $407 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
TPX Tempur Sealy International, Inc. Consumer Cyclical	$9.92B	$524 Million 40.23% of portfolio	9,097,506	Q3 2025 Reduced 11.48%
CAE Cae Inc Industrials	$8.39B	$407 Million 31.25% of portfolio	13,734,943	Q1 2025 Added 131.43%
GIL Gildan Activewear Inc. Consumer Cyclical	$10.6B	$242 Million 18.54% of portfolio	4,178,835	Q3 2025 Reduced 8.44%
DKS Dick'S Sporting Goods, Inc. Consumer Cyclical	$12B	$130 Million 9.98% of portfolio	585,000	Q2 2025 New

Summary

Portfolio
No. of Stocks 4
Current Value $1.3 Billion
Prior Value $1.33 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

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