Brickwood Asset Management LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PAYPALHLDGSINCCOM(PYPL) | 0 | 18,756 | +18,756 | 0 | 848,334 | 0.64% | +848,334 |
| PVHCORPCOMUSD1(PVH) | 0 | 9,498 | +9,498 | 0 | 662,580 | 0.50% | +662,580 |
| WILEYJOHN&SONSINCCLA(WLY) | 23,621 | 26,820 | +3,199 | 723,511 | 1,021,842 | 0.77% | +298,331 |
| PFIZERINCCOM(PFE) | 26,169 | 27,074 | +905 | 651,608 | 760,238 | 0.57% | +108,630 |
| MOHAWKINDSINCCOM(MHK) | 5,835 | 6,700 | +865 | 637,766 | 659,682 | 0.50% | +21,916 |
| CITIGROUPINCCOMNEWCOMNEW(C) | 7,205 | 7,356 | +151 | 840,751 | 834,244 | 0.63% | -6,507 |
| DENTSPLYSIRONAINCCOM(XRAY) | 2,993,073 | 2,871,013 | -122,060 | 34,210,824 | 33,303,751 | 24.99% | -907,073 |
| AVANTORINCCOM(AVTR) | 3,184,043 | 4,337,012 | +1,152,969 | 36,489,133 | 34,002,174 | 25.52% | -2,486,959 |
| WESTERNUNIONCO(WU) | 3,788,497 | 3,537,577 | -250,920 | 35,270,907 | 30,883,047 | 23.17% | -4,387,860 |
| ROBERTHALFINCCOMUSD0.001(RHI) | 1,285,273 | 1,192,328 | -92,945 | 34,908,015 | 30,285,131 | 22.73% | -4,622,884 |