Fund HoldingsBrickwood Asset Management LLP

Total Portfolio Value
$136.08M
Total Bought
$70.76M
Total Sold
$67.27M
Net Transaction
+$3.50M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BARRICK MINING COR COM NPV(B)01,953,812+1,953,812036,97827.17%+36,978
MANPOWERGROUP INC(MAN)0731,305+731,305029,64921.79%+29,649
ENVISTA HOLDINGS CORPORATION(NVST)2,080,9712,051,469-29,50235,91839,96129.37%+4,044
CITIGROUP INC COM NEW COM NEW(C)05,345+5,34503320.24%+332
DENTSPLY SIRONA INC COM(XRAY)027,139+27,13903140.23%+314
PFIZER INC COM(PFE)017,344+17,34403070.23%+307
MOHAWK INDS INC COM(MHK)03,958+3,95803030.22%+303
DUN & BRADSTREET HLDGS INC14,8350-14,8351330-133
WESTERN UNION CO(WU)2,941,2293,353,696+412,46731,11828,23820.75%-2,880
HARLEY DAVIDSON INC(HOG)1,145,2590-1,145,25928,9180-28,918
BARRICK GOLD CORP1,759,5740-1,759,57434,1710-34,171
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