Brickwood Asset Management LLP
CIK 0002056939 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$139.2M
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVTR
AVANTORINCCOM
32.7%
RHI
ROBERTHALFINCCOMUSD0.001
22.6%
XRAY
DENTSPLYSIRONAINCCOM
22.2%
WU
WESTERNUNIONCO
18.5%
WLY
WILEYJOHN&SONSINCCLA
0.9%
ACN
ACCENTUREPLCCLSA
0.7%
MHK
MOHAWKINDSINCCOM
0.6%
ZBH
ZIMMERBIOMETHLDGSINCCOM
0.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.