BROWNING WEST LP

**BROWNING WEST LP** manages $1.6B, employing a concentrated, high-conviction approach evidenced by its five core positions. The fund exhibits significant overweighting in TPD, representing a $513.1M allocation, followed by CAE at $383.9M and COO at $302.5M. These top holdings account for over 85% of the disclosed portfolio value, signaling a deep conviction in specific sector leaders. This concentrated structure suggests a tactical focus on generating alpha through deep fundamental research within its chosen verticals.

📌 Top Holdings