§ 13F · FUND PROFILE
Brickwood Asset Management LLP.
AUM · $139M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVTR | AVANTORINCCOM | 4.60M | $46M | 32.7% | +6% |
| 2 | RHI | ROBERTHALFINCCOMUSD0.001 | 1.03M | $31M | 22.6% | −14% |
| 3 | XRAY | DENTSPLYSIRONAINCCOM | 2.92M | $31M | 22.2% | +2% |
| 4 | WU | WESTERNUNIONCO | 3.35M | $26M | 18.5% | −5% |
| 5 | WLY | WILEYJOHN&SONSINCCLA | 27K | $1M | 0.9% | ±0% |
| 6 | ACN | ACCENTUREPLCCLSA | 7K | $910K | 0.7% | NEW |
| 7 | MHK | MOHAWKINDSINCCOM | 7K | $899K | 0.6% | +11% |
| 8 | ZBH | ZIMMERBIOMETHLDGSINCCOM | 10K | $850K | 0.6% | NEW |
| 9 | PYPL | PAYPALHLDGSINCCOM | 19K | $822K | 0.6% | +1% |
| 10 | PVH | PVHCORPCOMUSD1 | 10K | $716K | 0.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRICKWOOD SIGNAL
AC read
Brickwood Asset Management LLP is a Other fund managing $139 million in assets. The fund runs a focused portfolio of just 10 positions.
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