BW
Browning West Portfolio holdings
AUM
$1.55B
1-Year Est. Return
42.73%
1 Year Est. Return
+42.73%
AUM
$1.55B
AUM Growth
+$104M
(+7.2%)
Holding
4
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 73.66% |
| 2 | Industrials | 26.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SGI
1
Somnigroup International
SGI
$19.7B
| $767M | 49.63% |
9,097,506
-1,179,957
|
|
||
2
CAE Inc
CAE
$9.59B
| $407M | 26.34% |
13,734,943
|
|
||
3
Gildan
GIL
$11.2B
| $242M | 15.63% |
4,178,835
-385,314
|
|
||
4
Dick's Sporting Goods
DKS
$19.2B
| $130M | 8.41% |
585,000
|
|