BROWNING WEST LP Portfolio Holdings
Q3 2025•5 long positions•$2.3B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding5 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $767.2M 33.17% | -$99.5M Sold | — 9.1M shares | 10.3M → 9.1M −$99.5M | -11.48% | $17.7B Large Cap | Q1 2025 Held for 8 months | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $767.2M 33.17% | -$99.5M Sold | 4.33% 9.1M shares | 10.3M → 9.1M −$99.5M | -11.48% | $17.7B Large Cap | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $407.1M 17.6% | — | 4.28% 13.7M shares | — | — | $9.5B Mid Cap | Q4 2024 Held for 11 months | |
Apparel - Manufacturers Consumer Cyclical | $241.5M 10.44% | -$22.3M Sold | 2.8% 4.2M shares | 4.6M → 4.2M −$22.3M | -8.44% | $8.6B Mid Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $130.0M 5.62% | — | 0.652% 585.0K shares | — | — | $19.9B Large Cap | Q2 2025 Held for 5 months |
