StockDriftsStockDriftsTop 10 Brickwood Asset Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVTR | AVANTORINCCOM | 25.52% | 4.34M | $34.0M | +36.21%(+1.15M) | $11.36(-30.74%) | 2026-03-31 | |
| XRAY | DENTSPLYSIRONAINCCOM | 24.99% | 2.87M | $33.3M | -4.08%(-122.06K) | $13.20(-20.93%) | 2026-03-31 | |
| WU | WESTERNUNIONCO | 23.17% | 3.54M | $30.9M | -6.62%(-250.92K) | $10.71(-21.16%) | 2026-03-31 | |
| RHI | ROBERTHALFINCCOMUSD0.001 | 22.73% | 1.19M | $30.3M | -7.23%(-92.94K) | $30.57(-18.55%) | 2026-03-31 | |
| WLY | WILEYJOHN&SONSINCCLA | 0.77% | 26.8K | $1.0M | +13.54%(+3.20K) | $35.41(+10.79%) | 2026-03-31 | |
| PYPL | PAYPALHLDGSINCCOM | 0.64% | 18.8K | $848K | new | $51.81(-12.69%) | 2026-03-31 | |
| C | CITIGROUPINCCOMNEWCOMNEW | 0.63% | 7.4K | $834K | +2.10%(+151) | $84.42(+47.00%) | 2026-03-31 | |
| PFE | PFIZERINCCOM | 0.57% | 27.1K | $760K | +3.46%(+905) | $24.88(+4.32%) | 2026-03-31 | |
| PVH | PVHCORPCOMUSD1 | 0.5% | 9.5K | $663K | new | $68.39(+17.40%) | 2026-03-31 | |
| MHK | MOHAWKINDSINCCOM | 0.5% | 6.7K | $660K | +14.82%(+865) | $111.02(-11.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.97% | -11.45% |
| Top 20 Holdings Unweighted | -14.15% | -36.72% |
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