Brickwood Asset Management LLP
Top Portfolio Positions
10 positions ·
$133,261,019 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVTR |
Avantor, Inc.
Healthcare
|
4,337,012 | $34,002,174 | 25.52% | |
| XRAY |
DENTSPLY SIRONA Inc.
Healthcare
|
2,871,013 | $33,303,750 | 24.99% | |
| WU |
Western Union CO
Financial Services
|
3,537,577 | $30,883,047 | 23.17% | |
| RHI |
Robert Half Inc.
Industrials
|
1,192,328 | $30,285,131 | 22.73% | |
| WLY |
John Wiley & Sons, Inc.
Communication Services
|
26,820 | $1,021,842 | 0.77% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
18,756 | $848,333 | 0.64% | |
| C |
Citigroup Inc
Financial Services
|
7,356 | $834,243 | 0.63% | |
| PFE |
Pfizer Inc
Healthcare
|
27,074 | $760,237 | 0.57% | |
| PVH |
Pvh Corp. /De/
Consumer Cyclical
|
9,498 | $662,580 | 0.50% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
6,700 | $659,682 | 0.50% |
Portfolio Trend
6 quarters · across all stocks
Holdings in WU
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,883,047 | 3,537,577 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $35,270,907 | 3,788,497 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,394,950 | 3,804,124 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,238,120 | 3,353,696 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $31,118,202 | 2,941,229 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $31,177,027 | 2,941,229 | Shares | Sole | 2025-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||