Brickwood Asset Management Llp Portfolio Stock Holdings

Brickwood Asset Management Llp disclosed 10 stock positions valued at approximately $133.3 million in its latest SEC 13F filing. The largest holdings include AVANTORINCCOM, DENTSPLYSIRONAINCCOM, and WESTERNUNIONCO. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.

Report Period
March 31, 2026
No. of Stocks
10
Portfolio Value
$133.3M
Holdings by Sector
Brickwood Asset Management Llp Portfolio Holdings in Q1 2026

10 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AVANTORINCCOMAVTRHealthcare25.52%4,337,012+1,152,969+36.21%$34,002,174
DENTSPLYSIRONAINCCOMXRAYHealthcare24.99%2,871,013-122,060-4.08%$33,303,751
WESTERNUNIONCOWUFinancial Services23.17%3,537,577-250,920-6.62%$30,883,047
ROBERTHALFINCCOMUSD0.001RHIIndustrials22.73%1,192,328-92,945-7.23%$30,285,131
WILEYJOHN&SONSINCCLAWLYCommunication Services0.77%26,820+3,199+13.54%$1,021,842
PAYPALHLDGSINCCOMPYPLFinancial Services0.64%18,756+18,756+100.00%$848,334
CITIGROUPINCCOMNEWCOMNEWCFinancial Services0.63%7,356+151+2.10%$834,244
PFIZERINCCOMPFEHealthcare0.57%27,074+905+3.46%$760,238
PVHCORPCOMUSD1PVHConsumer Cyclical0.50%9,498+9,498+100.00%$662,580
MOHAWKINDSINCCOMMHKConsumer Cyclical0.50%6,700+865+14.82%$659,682