BW
Browning West Portfolio holdings
AUM
$1.44B
1-Year Est. Return
46.71%
1 Year Est. Return
+46.71%
AUM
$1.44B
AUM Growth
+$247M
(+21%)
Holding
4
Sector Composition
| 1 | Consumer Discretionary | 72.12% |
| 2 | Industrials | 27.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SGI
1
Somnigroup International
SGI
$17.2B
| $699M | 48.51% |
10,277,463
|
|
||
2
CAE Inc
CAE
$8.98B
| $402M | 27.88% |
13,734,943
|
|
||
3
Gildan
GIL
$8.98B
| $225M | 15.59% |
4,564,149
-895,135
|
|
||
4
Dick's Sporting Goods
DKS
$20.2B
| $116M | 8.03% |
+585,000
|
|