Brickwood Asset Management LLP
Brickwood Asset Management LLP reported 10 holdings worth US$139M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Brickwood Asset Management LLP reported 10 holdings worth US$139M as of Jun 30, 2026. Largest: Avantor, Inc., Robert Half Inc. and Dentsply Sirona Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$139M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Avantor, Inc. | 4.6M | US$45.5M | 32.7% |
| Robert Half Inc. | 1.03M | US$31.5M | 22.6% |
| Dentsply Sirona Inc. | 2.92M | US$30.9M | 22.2% |
| Western Union Company (the) | 3.35M | US$25.8M | 18.5% |
| John Wiley & Sons, Inc. | 26,820 | US$1.3M | 0.93% |
| Mohawk Industries, Inc. | 7,407 | US$899K | 0.65% |
| Zimmer Biomet Holdings, Inc. | 9,876 | US$850K | 0.61% |
| Paypal Holdings, Inc. | 19,032 | US$822K | 0.59% |
| Pvh Corp. | 9,637 | US$716K | 0.51% |
| Citigroup, Inc. | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |