Brickwood Asset Management LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), Brickwood Asset Management LLP reported 4 stock positions worth $126.2 million. Its top holding was Envista (NVST) at 31.7% of the portfolio, followed by Western Union (WU, 24.7%) and Harley-Davidson (HOG, 22.0%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002056939
- Portfolio Value
- $126.2M (Q4 2024)
- SEC Filing
- 0002056939-25-000001 ↗ filed Feb 18, 2025
Holdings Value
Holdings 4 stocks · $126.2M
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $139.2M | AVTR, RHI, XRAY, WU, WLY |
| Q1 2026 | 10 | $133.3M | AVTR, XRAY, WU, RHI, WLY |
| Q4 2025 | 8 | $143.7M | AVTR, WU, RHI, XRAY, C |
| Q3 2025 | 9 | $142.8M | B, WU, MAN, NVST, XRAY |
| Q2 2025 | 8 | $136.1M | NVST, B, MAN, WU, C |
| Q1 2025 | 5 | $130.3M | NVST, B, WU, HOG, DNB |
| Q4 2024 | 4 | $126.2M | NVST, WU, HOG, B |