Vault-13

BROWNING WEST LP

LOS ANGELES, CA · CIK 1825564 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited partnership

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
Los Angeles, CA (main office)United States United Statesabout 2
New York, NYUnited States United States2
Sausalito, CAUnited States United States1

US visa salary filings

Job titleFilingsMedianRange
AssociateNew York, NY 1 $250,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Browning West LP.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.7bn reported value +4.5% vs Q1 2026
6positions
100.0%in top 10
1 new 2 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 COOPER COS INC COM COO COO 7,195,428 $516.0m30.53% 30.53% AddedShares held: Q3 2025 0, Q4 2025 3.7m, Q1 2026 7.0m, Q2 2026 7.2m +215.9k +215,899 3.1%
2 SOMNIGROUP INTERNATIONAL INC COM SGI SGI 6,369,915 $499.4m29.55% 29.55% AddedShares held: Q3 2025 9.1m, Q4 2025 5.7m, Q1 2026 5.9m, Q2 2026 6.4m +473.2k +473,209 8.0%
3 CAE INC COM CAE CAE 12,606,858 $315.9m18.69% 18.69% ReducedShares held: Q3 2025 13.7m, Q4 2025 12.6m, Q1 2026 12.6m, Q2 2026 12.6m -13.4k -13,375 -0.1%
4 GILDAN ACTIVEWEAR INC COM GIL GIL 4,178,835 $215.6m12.76% 12.76% UnchangedShares held: Q3 2025 4.2m, Q4 2025 4.2m, Q1 2026 4.2m, Q2 2026 4.2m
5 DICKS SPORTING GOODS INC COM DKS DKS 610,000 $138.4m8.19% 8.19% UnchangedShares held: Q3 2025 585.0k, Q4 2025 595.0k, Q1 2026 610.0k, Q2 2026 610.0k
6 ENSIGN GROUP INC COM ENSG ENSG 30,000 $4.8m0.28% 0.28% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 30.0k

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
SOMNIGROUP INTERNATIONAL INC SGI · 13G · filed 2025-02-14 SGI 5.9%≈ $805.8m 13G 2025-02-14