Arkolith/Funds/Browning West LP

Browning West LP

CIK 1825564Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Browning West LP holds a concentrated book of 6 reported positions worth $1.7B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ensign Group Inc and trimmed Cae Inc. Their largest long position is Cooper Cos Inc at 31% of the reported non-option book. Cloning the disclosed picks since 2021 would be +100% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
1
bought for the first time
Added to
2
already held, bought more
Trimmed
1
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+100.1%
+13.2%/yr · since Feb '21
Their reported book
+126.9%
held from quarter-end
S&P 500
+109.3%
same window
$8K$13K$18K$22K$27KFeb '21Mar '22May '23Jun '24Aug '25Sep '26
Browning West LP (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +126.9%, a 26.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Browning West LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Consumer Discretionary
50%
Health Care
31%
Industrials
19%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Browning West LP

Manager / fundShared namesTheir $ in those
Hudson Way Capital Management LLC2 / 6$128.8M
Sachem Head Capital Management LP2 / 6$525.8M
Steadfast Capital Management LP2 / 6$307.3M
NewGen Asset Management Ltd2 / 6$21.9M
Goodnow Investment Group, LLC2 / 6$83.5M
Beck Mack & Oliver LLC2 / 6$183.5M
Turtle Creek Asset Management Inc.2 / 6$97.3M
Brandes Investment Partners, LP2 / 6$464.5M

Ranked by the share of each fund's own book sitting in the names it shares with Browning West LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

6 positions
#SecurityValueShares% PortLast moveHistory
1Cooper Cos Inc
COM
$516.0M7.20M
30.5%
▲+3.1%
Added · +216K sh
2Somnigroup International Inc
COM
$499.4M6.37M
29.5%
▲+8.0%
Added · +473K sh
3Cae Inc
COM
$315.9M12.61M
18.7%
▼−0.1%
Reduced · −13K sh
4Gildan Activewear Inc
COM
$215.6M4.18M
12.8%
—Held
5Dicks Sporting Goods Inc
COM
$138.4M610.0K
8.2%
—Held
6Ensign Group Inc
COM
$4.8M30.0K
0.3%
▲New
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Showing all 6 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.7B · Q2 2026Q4 2020 · $192.7MQ2 2026 · $1.7B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d6$1.7B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d5$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d5$1.6B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d4$1.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d4$1.4B13F-HR
Q1 2025Mar 31, 2025May 15, 202545d3$1.2B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d3$998.3M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d2$1.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202445d2$878.6M13F-HR
Q1 2024Mar 31, 2024May 14, 202444d2$935.6M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202445d2$928.4M13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d2$697.2M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d2$686.7M13F-HR
Q1 2023Mar 31, 2023May 15, 202345d2$673.9M13F-HR
Q4 2022Dec 31, 2022Feb 13, 202344d2$538.0M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d2$420.6M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202246d2$374.7M13F-HR
Q1 2022Mar 31, 2022May 16, 202246d2$456.0M13F-HR
Q4 2021Dec 31, 2021Feb 14, 202245d2$554.5M13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d2$500.2M13F-HR
Q2 2021Jun 30, 2021Aug 16, 202147d2$413.4M13F-HR
Q1 2021Mar 31, 2021May 17, 202147d2$350.8M13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d2$192.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.