StockDriftsStockDriftsTop 10 Brickwood Asset Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVTR | AVANTORINCCOM | 32.7% | 4.60M | $45.5M | +6.01%(+260.51K) | $11.22(+22.78%) | 2026-06-30 | |
| RHI | ROBERTHALFINCCOMUSD0.001 | 22.62% | 1.03M | $31.5M | -13.98%(-166.64K) | $30.57(+38.71%) | 2026-06-30 | |
| XRAY | DENTSPLYSIRONAINCCOM | 22.22% | 2.92M | $30.9M | +1.55%(+44.38K) | $13.17(-10.73%) | 2026-06-30 | |
| WU | WESTERNUNIONCO | 18.5% | 3.35M | $25.8M | -5.44%(-192.57K) | $10.71(-33.91%) | 2026-06-30 | |
| WLY | WILEYJOHN&SONSINCCLA | 0.93% | 26.8K | $1.3M | +0.00%(+0) | $35.41(+43.06%) | 2026-06-30 | |
| ACN | ACCENTUREPLCCLSA | 0.65% | 7.3K | $910K | new | $161.00(+9.09%) | 2026-06-30 | |
| MHK | MOHAWKINDSINCCOM | 0.65% | 7.4K | $899K | +10.55%(+707) | $110.76(+24.28%) | 2026-06-30 | |
| ZBH | ZIMMERBIOMETHLDGSINCCOM | 0.61% | 9.9K | $850K | new | $87.35(+11.81%) | 2026-06-30 | |
| PYPL | PAYPALHLDGSINCCOM | 0.59% | 19.0K | $822K | +1.47%(+276) | $51.69(+14.55%) | 2026-06-30 | |
| PVH | PVHCORPCOMUSD1 | 0.51% | 9.6K | $716K | +1.46%(+139) | $68.42(+25.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.16% |
Brickwood Asset Management LLP reports $139.19M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are AVTR (32.7%), RHI (22.6%) and XRAY (22.2%). The top 20 holdings account for 99.98% of reported assets. Its disclosed equity book has returned +1.75% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brickwood Asset Management LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056939). View Brickwood Asset Management LLP’s 13F filings on SEC