SEC 13F Intelligence

Managers / Q4 2020 · view latest →

BROWNING WEST LP

CIK 0001825564 · 1999 AVENUE OF THE STARS, SUITE 1150, LOS ANGELES, CA, 90067 · 310-984-7600

Reported Value
$193M
Q4 2020
Positions
2
Filings on Record
22
2019–present window
Filed
Feb 16, 2021
original filing

Summary

Browning West LP reported $193M in U.S.-listed holdings across 2 positions for Q4 2020.

The portfolio is heavily concentrated: TPD alone accounts for 50.5% of reported value.

Portfolio Metrics

Largest Position
+50.5%
Tempur Sealy Intl

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $193MQ4 ’20Q1 ’21: $351MQ2 ’21: $413MQ3 ’21: $500MQ3 ’21Q4 ’21: $555MQ1 ’22: $456MQ2 ’22: $375MQ2 ’22Q3 ’22: $421MQ4 ’22: $538MQ1 ’23: $674MQ1 ’23Q2 ’23: $687MQ3 ’23: $697MQ4 ’23: $928MQ4 ’23Q1 ’24: $936MQ2 ’24: $879MQ3 ’24: $1.0BQ3 ’24Q4 ’24: $998MQ1 ’25: $1.2BQ2 ’25: $1.4BQ2 ’25Q3 ’25: $1.5BQ4 ’25: $1.6BQ1 ’26: $1.6BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $193M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
TPDTEMPUR SEALY INTL INCNEW+3.60M3.60M+$97M$97M
GILGILDAN ACTIVEWEAR INCNEW+3.41M3.41M+$95M$95M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2020

2 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1TPDTEMPUR SEALY INTL INChistory →COM50.45%$97M3.60M
2GILGILDAN ACTIVEWEAR INChistory →COM49.55%$95M3.41M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.6B5May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B5Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.5B4Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B4Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.2B3May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$998M3Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B2Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$879M2Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$936M2May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$928M2Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$697M2Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$687M2Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$674M2May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$538M2Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$421M2Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$375M2Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$456M2May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$555M2Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$500M2Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$413M2Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$351M2May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$193M2Feb 16, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.