Browning West LP holds a concentrated book of 5 stocks worth $1.6B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Cooper Cos Inc at 31% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1825564/holdings"
Use Arkolith to show BROWNING WEST LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Browning West LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 5 / 5 | $5.8B |
| BlackRock, Inc. | 5 / 5 | $4.0B |
| FMR LLC | 5 / 5 | $3.4B |
| VANGUARD CAPITAL MANAGEMENT LLC | 5 / 5 | $2.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 5 / 5 | $1.1B |
| BANK OF AMERICA CORP /DE/ | 5 / 5 | $1.1B |
| JANUS HENDERSON GROUP PLC | 5 / 5 | $821.6M |
| NORGES BANK | 5 / 5 | $746.1M |
Ranked by how many of Browning West LP's top 5 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cooper Cos Inc COM | $499.0M | 6.98M | 30.9% | ▲+89% Added · +3.3M sh | |
| 2 | Somnigroup International Inc COM | $435.9M | 5.90M | 27.0% | ▲+2.6% Added · +149K sh | |
| 3 | Cae Inc COM | $328.8M | 12.62M | 20.3% | —Held | |
| 4 | Gildan Activewear Inc COM | $232.6M | 4.18M | 14.4% | —Held | |
| 5 | Dicks Sporting Goods Inc COM | $121.0M | 610.0K | 7.5% | ▲+2.5% Added · +15K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 5 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 5 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 4 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 4 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 3 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 3 | $998.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 2 | $1.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 2 | $878.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 2 | $935.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 2 | $928.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 2 | $697.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 2 | $686.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 2 | $673.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 2 | $538.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 2 | $420.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 2 | $374.7M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 2 | $456.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 2 | $554.5M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 2 | $500.2M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 2 | $413.4M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 2 | $350.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 2 | $192.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.