Arkolith/Funds/Browning West LP

Browning West LP

CIK 1825564
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

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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Use Arkolith to show BROWNING WEST LP's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
3
existing
Trimmed
0
reduced
Sold out
0
exited

Concentration

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.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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, no cost basis

Bought
  • COOPER COS INC
    +89%$235.1M
  • SOMNIGROUP INTERNATIONAL INC
    +2.6%$11.0M
  • DICKS SPORTING GOODS INC
    +2.5%$3.0M
Trimmed / exited

No trims or exits this quarter.

Holdings: largest first

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

5 positions
#SecurityValueShares% PortLast moveHistory
1Cooper Cos Inc
COM
$499.0M6.98M
30.9%
+89%
Added · +3.3M sh
2Somnigroup International Inc
COM
$435.9M5.90M
27.0%
+2.6%
Added · +149K sh
3Cae Inc
COM
$328.8M12.62M
20.3%
Held
4Gildan Activewear Inc
COM
$232.6M4.18M
14.4%
Held
5Dicks Sporting Goods Inc
COM
$121.0M610.0K
7.5%
+2.5%
Added · +15K sh
Showing all 5 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20265$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20265$1.6B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20254$1.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20254$1.4B13F-HR
Q1 2025Mar 31, 2025May 15, 20253$1.2B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20253$998.3M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20242$1.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20242$878.6M13F-HR
Q1 2024Mar 31, 2024May 14, 20242$935.6M13F-HR
Q4 2023Dec 31, 2023Feb 14, 20242$928.4M13F-HR
Q3 2023Sep 30, 2023Nov 14, 20232$697.2M13F-HR
Q2 2023Jun 30, 2023Aug 14, 20232$686.7M13F-HR
Q1 2023Mar 31, 2023May 15, 20232$673.9M13F-HR
Q4 2022Dec 31, 2022Feb 13, 20232$538.0M13F-HR
Q3 2022Sep 30, 2022Nov 14, 20222$420.6M13F-HR
Q2 2022Jun 30, 2022Aug 15, 20222$374.7M13F-HR
Q1 2022Mar 31, 2022May 16, 20222$456.0M13F-HR
Q4 2021Dec 31, 2021Feb 14, 20222$554.5M13F-HR
Q3 2021Sep 30, 2021Nov 15, 20212$500.2M13F-HR
Q2 2021Jun 30, 2021Aug 16, 20212$413.4M13F-HR
Q1 2021Mar 31, 2021May 17, 20212$350.8M13F-HR
Q4 2020Dec 31, 2020Feb 16, 20212$192.7M13F-HR

Data source

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. The performance line is a simulation of the disclosed long book, not an audited return.