BROWNING WEST LP 13F: Quarter-over-Quarter Portfolio Changes
BROWNING WEST LP reported a disclosed portfolio value of approximately $1.7 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 4.5% quarter on quarter. Over the quarter, the fund initiated 1 new position, bought more shares in 2 holdings, and trimmed 1 holding.
BROWNING WEST LP's top buy was Somnigroup International INC (SGI) . The fund bought 8.0% more shares, lifting the position's portfolio weight by 2.6 percentage points. Its top sell was Cae INC (CAE) . The fund sold 0.1% of its previously reported shares, reducing the position's portfolio weight by 1.6 percentage points.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| ENSIGN GROUP INC | ENSG | 0.3% | History → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| SOMNIGROUP INTERNATIONAL INC | SGI | +2.6% | +8.0% | History → |
| COOPER COS INC | COO | +-0.3% | +3.1% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
Net Portfolio Value ChangeQ2 2026
- $1.6BPrior quarter
- $1.7BCurrent quarter
- +$0.1BNet delta
- +4.5%% 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 Q2 2026?
In Q2 2026, BROWNING WEST LP initiated 1 new position (ENSIGN GROUP INC (ENSG)); bought more shares of SOMNIGROUP INTERNATIONAL INC (SGI), COOPER COS INC (COO).
What stocks did BROWNING WEST LP sell in Q2 2026?
In Q2 2026, BROWNING WEST LP reduced holdings in CAE INC (CAE).
Which positions did BROWNING WEST LP initiate in Q2 2026?
BROWNING WEST LP established 1 new position in Q2 2026: ENSIGN GROUP INC (ENSG, 0.3%).
Which existing positions saw the largest allocation increases for BROWNING WEST LP in Q2 2026?
Of 2 existing positions with share-count increases in Q2 2026, the largest were: SOMNIGROUP INTERNATIONAL INC (SGI, +2.6% weight, +8.0% shares), COOPER COS INC (COO, +-0.3% weight, +3.1% shares).
Which positions did BROWNING WEST LP fully exit in Q2 2026?
BROWNING WEST LP fully exited no positions in Q2 2026.
Which existing positions saw the largest allocation reductions for BROWNING WEST LP in Q2 2026?
Of 1 existing position with share-count reductions in Q2 2026, the largest were: CAE INC (CAE, -1.6% weight, -0.1% shares).
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.