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Browning West LP

CIK:0001825564
Investment Adviser
$1B AUM
4 holdings
Los Angeles, CA, USA
Founded:2019
8 employees
Latest filing:Jun 30, 2025

Browning West LP is an independent investment partnership focusing on concentrated, long-term, and fundamental investments primarily in North America and Western Europe.

Investment Strategy

concentrated, long-term, and fundamental approach

Latest 13F Filing Activity

Browning West LP filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $1B. The fund increased holdings in Dicks Sporting Goods Inc., Cae Inc., Gildan Activewear Inc.. Browning West LP reduced exposure to Gildan Activewear Inc., Cae Inc., Dicks Sporting Goods Inc..

Top Buys
D
DKSDICKS SPORTING GOODS INC
+$115.7M
C
CAECAE INC
+$64.3M
G
GILGILDAN ACTIVEWEAR INC
-$16.7M
Top Sells
D
DKSDICKS SPORTING GOODS INC
+$115.7M
C
CAECAE INC
+$64.3M
G
GILGILDAN ACTIVEWEAR INC
-$16.7M

Top Holdings

C
CAECAE INC
+27.9%$402.0M
G
GILGILDAN ACTIVEWEAR INC
+15.6%$224.7M
D
DKSDICKS SPORTING GOODS INC
+8.0%$115.7M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
CAE INC27.88%$402.0M13,734,943$24.93$29.27+$64.3M
GILDAN ACTIVEWEAR INC15.59%$224.7M4,564,149$31.66$49.24-$16.7M
DICKS SPORTING GOODS INC8.03%$115.7M585,000$197.81$197.81+$115.7M

Industry Allocation

MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES
+26.3%
APPAREL & OTHER FINISHD PRODS OF FABRICS & SIMILAR MATL
+15.6%
RETAIL-MISCELLANEOUS SHOPPING GOODS STORES
+8.4%