Brickwood Asset Management LLP
CIK: 0002056939SEC EDGAR →
Portfolio Value
$143.7M
Holdings
8
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AVANTOR INC COM | 3,184,043 | $36.5M | 25.39% |
| 2 | WESTERN UNION CO | 3,788,497 | $35.3M | 24.54% |
| 3 | ROBERT HALF INC COM USD0.001 | 1,285,273 | $34.9M | 24.29% |
| 4 | DENTSPLY SIRONA INC COM | 2,993,073 | $34.2M | 23.80% |
| 5 | CITIGROUP INC COM NEW COM NEW | 7,205 | $840K | 0.58% |
| 6 | WILEY JOHN & SONS INC CL A | 23,621 | $723K | 0.50% |
| 7 | PFIZER INC COM | 26,169 | $651K | 0.45% |
| 8 | MOHAWK INDS INC COM | 5,835 | $637K | 0.44% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 3 | $71.3M | 49.6% |
| Unknown | 2 | $36.1M | 25.1% |
| Industrials | 1 | $34.9M | 24.3% |
| Communication Services | 1 | $723K | 0.5% |
| Consumer Cyclical | 1 | $637K | 0.4% |