BROWNING WEST LP 13F: Quarter-over-Quarter Portfolio Changes
BROWNING WEST LP reported a disclosed portfolio value of approximately $1.6 billion in its latest SEC Form 13F-HR filing for Q1 2026, up 2.5% quarter on quarter. Over the quarter, the fund bought more shares in 3 holdings.
BROWNING WEST LP's top buy was Cooper Companies (COO) . The fund bought 89.1% more shares, lifting the position's portfolio weight by 11.7 percentage points.
Top BuysQ1 2026
The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| COOPER COMPANIES | COO | +11.7% | +89.1% | History → |
| SOMNIGROUP INTERNATIONAL INC | SGI | +-5.6% | +2.6% | History → |
| DICK'S SPORTING GOODS INC | DKS | +0.0% | +2.5% | History → |
Net Portfolio Value ChangeQ1 2026
- $1.6BPrior quarter
- $1.6BCurrent quarter
- +$0.0BNet delta
- +2.5%% change
Methodology & FAQ
How BROWNING WEST LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for BROWNING WEST LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did BROWNING WEST LP buy in Q1 2026?
In Q1 2026, BROWNING WEST LP bought more shares of COOPER COMPANIES (COO), SOMNIGROUP INTERNATIONAL INC (SGI), DICK'S SPORTING GOODS INC (DKS).
What stocks did BROWNING WEST LP sell in Q1 2026?
BROWNING WEST LP reported no full exits or share-count reductions in its Q1 2026 13F filing.
Which positions did BROWNING WEST LP initiate in Q1 2026?
BROWNING WEST LP established no new positions in Q1 2026.
Which existing positions saw the largest allocation increases for BROWNING WEST LP in Q1 2026?
Of 3 existing positions with share-count increases in Q1 2026, the largest were: COOPER COMPANIES (COO, +11.7% weight, +89.1% shares), SOMNIGROUP INTERNATIONAL INC (SGI, +-5.6% weight, +2.6% shares), DICK'S SPORTING GOODS INC (DKS, +0.0% weight, +2.5% shares).
Which positions did BROWNING WEST LP fully exit in Q1 2026?
BROWNING WEST LP fully exited no positions in Q1 2026.
Which existing positions saw the largest allocation reductions for BROWNING WEST LP in Q1 2026?
BROWNING WEST LP reported no material allocation reductions in existing positions in Q1 2026.
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.