BROWNING WEST LP

Hedge Fund • Long/Short

BROWNING WEST LP is a Long/Short Hedge Fund based in Los Angeles, CA led by Usman Shamshad Nabi, managing $2.3B across 5 long positions as of Q3 2025 with 49% Consumer Cyclical concentration, with only 5 positions, and 33% allocation to SGI.

CIOUsman Shamshad Nabi

Portfolio Value: $2.3B
Positions: 5
Top Holding: SGI at 33.17%
Last Reported: Q3 2025

Address1999 Avenue Of The Stars, Suite 1150, Los Angeles, CA, 90067, United States

Top Holdings

Largest long holdings in BROWNING WEST LP's portfolio (100% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SGI Silicon Graphics International Corp SGI	Unknown Unknown	$767.2M	33.17%	-$99.5M Sold	— 9.1M shares	Q1 2025 Held for 8 months
2 SGI Tempur Sealy International SGI	Furnishings, Fixtures & Appliances Consumer Cyclical	$767.2M	33.17%	-$99.5M Sold	4.33% 9.1M shares	Q4 2020 Held for 4y 11m
3 CAE CAE	Aerospace & Defense Industrials	$407.1M	17.60%	—	4.28% 13.7M shares	Q4 2024 Held for 11 months
4 Gildan Activewear GIL	Apparel - Manufacturers Consumer Cyclical	$241.5M	10.44%	-$22.3M Sold	2.80% 4.2M shares	Q4 2020 Held for 4y 11m
5 Dick's Sporting Goods DKS	Specialty Retail Consumer Cyclical	$130.0M	5.62%	—	0.65% 585.0K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BROWNING WEST LP's latest filing

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GthenC

Market Value

$2.3B

Prior: $2.1B

Q/Q Change

+8.02%

+$171.8M

Net Flows % of MV

-9.57%

Turnover Ratio

4.78%

New Purchases

0 stocks

Added To

0 stocks

Sold Out Of

0 stocks

Reduced Holdings

3 stocks

-$221.3M

Increased Positions

Position	Shares Δ	Change
No increased positions

Decreased Positions

Position	Shares Δ	Change
1 SGI Silicon Graphics International Corp SGI	-11.48%	10.3M → 9.1M −$99.5M
2 SGI Tempur Sealy International SGI	-11.48%	10.3M → 9.1M −$99.5M
3 Gildan Activewear GIL	-8.44%	4.6M → 4.2M −$22.3M