Brickwood Asset Management LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DENTSPLY SIRONA INC COM(XRAY) | 27,139 | 1,524,074 | +1,496,935 | 314,494 | 19,340,499 | 13.54% | +19,026,005 |
| WESTERN UNION CO(WU) | 3,353,696 | 3,804,124 | +450,428 | 28,238,120 | 30,394,951 | 21.29% | +2,156,831 |
| BARRICK MINING COR COM NPV(B) | 1,953,812 | 852,475 | -1,101,337 | 36,977,596 | 38,802,165 | 27.17% | +1,824,569 |
| AVANTOR INC COM(AVTR) | 0 | 45,539 | +45,539 | 0 | 568,327 | 0.40% | +568,327 |
| MOHAWK INDS INC COM(MHK) | 3,958 | 4,927 | +969 | 302,811 | 635,189 | 0.44% | +332,378 |
| CITIGROUP INC COM NEW COM NEW(C) | 5,345 | 6,278 | +933 | 332,007 | 637,217 | 0.45% | +305,210 |
| PFIZER INC COM(PFE) | 17,344 | 21,499 | +4,155 | 306,796 | 547,795 | 0.38% | +240,999 |
| MANPOWERGROUP INC(MAN) | 731,305 | 712,607 | -18,698 | 29,649,035 | 27,007,805 | 18.91% | -2,641,230 |
| ENVISTA HOLDINGS CORPORATION(NVST) | 2,051,469 | 1,220,333 | -831,136 | 39,961,356 | 24,858,183 | 17.41% | -15,103,173 |