§ 13F · FUND PROFILE
Brickwood Asset Management LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143M (13F)Positions · 9Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVTR | AVANTORINCCOM | 4.34M | $34M | 25.5% | +36% |
| 2 | XRAY | DENTSPLYSIRONAINCCOM | 2.87M | $33M | 25.0% | −4% |
| 3 | WU | WESTERNUNIONCO | 3.54M | $31M | 23.2% | −7% |
| 4 | RHI | ROBERTHALFINCCOMUSD0.001 | 1.19M | $30M | 22.7% | −7% |
| 5 | WLY | WILEYJOHN&SONSINCCLA | 27K | $1M | 0.8% | +14% |
| 6 | PYPL | PAYPALHLDGSINCCOM | 19K | $848K | 0.6% | NEW |
| 7 | C | CITIGROUPINCCOMNEWCOMNEW | 7K | $834K | 0.6% | +2% |
| 8 | PFE | PFIZERINCCOM | 27K | $760K | 0.6% | +3% |
| 9 | PVH | PVHCORPCOMUSD1 | 9K | $663K | 0.5% | NEW |
| 10 | MHK | MOHAWKINDSINCCOM | 7K | $660K | 0.5% | +15% |
§ 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 $143 million in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed