Fund HoldingsBrickwood Asset Management LLP

Total Portfolio Value
$143.73M
Total Bought
$86.73M
Total Sold
$95.54M
Net Transaction
-$8.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
AVANTOR INC COM(AVTR)45,5393,184,043+3,138,50456836,48925.39%+35,921
ROBERT HALF INC COM USD0.001(RHI)01,285,273+1,285,273034,90824.29%+34,908
DENTSPLY SIRONA INC COM(XRAY)1,524,0742,993,073+1,468,99919,34034,21123.80%+14,870
WESTERN UNION CO(WU)3,804,1243,788,497-15,62730,39535,27124.54%+4,876
WILEY JOHN & SONS INC CL A(WLY)023,621+23,62107240.50%+724
CITIGROUP INC COM NEW COM NEW(C)6,2787,205+9276378410.58%+204
PFIZER INC COM(PFE)21,49926,169+4,6705486520.45%+104
MOHAWK INDS INC COM(MHK)4,9275,835+9086356380.44%+3
ENVISTA HOLDINGS CORPORATION(NVST)1,220,3330-1,220,33324,8580-24,858
MANPOWERGROUP INC(MAN)712,6070-712,60727,0080-27,008
BARRICK MINING COR COM NPV(B)852,4750-852,47538,8020-38,802
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