本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
BROWNING WEST LP (CIK 1825564) reported $1.69B across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: COO ($516.0M, 30.53%), SGI ($499.4M, 29.55%), CAE ($315.9M, 18.69%), GIL ($215.6M, 12.76%), DKS ($138.4M, 8.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COO | COOPER COS INC | $516.0M | 30.53% | 7.2M | Added |
| 2 | SGI | SOMNIGROUP INTERNATIONAL INC | $499.4M | 29.55% | 6.4M | Added |
| 3 | CAE | CAE INC | $315.9M | 18.69% | 12.6M | Trimmed |
| 4 | GIL | GILDAN ACTIVEWEAR INC | $215.6M | 12.76% | 4.2M | Hold |
| 5 | DKS | DICKS SPORTING GOODS INC | $138.4M | 8.19% | 610,000 | Hold |
| 6 | ENSG | ENSIGN GROUP INC | $4.8M | 0.28% | 30,000 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30