Fund HoldingsBrickwood Asset Management LLP

Total Portfolio Value
$133.26M
Total Bought
$4.43M
Total Sold
$9.92M
Net Transaction
-$5.48M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PAYPALHLDGSINCCOM(PYPL)018,756+18,75608480.64%+848
PVHCORPCOMUSD1(PVH)09,498+9,49806630.50%+663
WILEYJOHN&SONSINCCLA(WLY)23,62126,820+3,1997241,0220.77%+298
PFIZERINCCOM(PFE)26,16927,074+9056527600.57%+109
MOHAWKINDSINCCOM(MHK)5,8356,700+8656386600.50%+22
CITIGROUPINCCOMNEWCOMNEW(C)7,2057,356+1518418340.63%-7
DENTSPLYSIRONAINCCOM(XRAY)2,993,0732,871,013-122,06034,21133,30424.99%-907
AVANTORINCCOM(AVTR)3,184,0434,337,012+1,152,96936,48934,00225.52%-2,487
WESTERNUNIONCO(WU)3,788,4973,537,577-250,92035,27130,88323.17%-4,388
ROBERTHALFINCCOMUSD0.001(RHI)1,285,2731,192,328-92,94534,90830,28522.73%-4,623
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