Brickwood Asset Management LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), Brickwood Asset Management LLP reported 8 stock positions worth $136.1 million. Its top holding was Envista (NVST) at 29.4% of the portfolio, followed by Barrick Mining (B, 27.2%) and Manpowergroup (MAN, 21.8%). Compared with Q1 2025, it opened 5 new positions, sold out of 2, added to 2 and reduced 1. The biggest buy was a new position in Manpowergroup (MAN) and the biggest sale an exit from Harley-Davidson (HOG).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002056939
- Portfolio Value
- $136.1M (Q2 2025)
- SEC Filing
- 0002056939-25-000003 ↗ filed Aug 1, 2025
Holdings Value
Holdings 8 stocks · $136.1M
| NVST Envista Holdings Corp. | 29.37% | 2,051,469 | $40.0M | Reduce -1.4% |
| B Barrick Mining Corp. | 27.17% | 1,953,812 | $37.0M | Add +11.0% |
| MAN Manpowergroup Inc. | 21.79% | 731,305 | $29.6M | New |
| WU Western Union Co. | 20.75% | 3,353,696 | $28.2M | Add +14.0% |
| C Citigroup Inc. | 0.24% | 5,345 | $332K | New |
| XRAY Dentsply Sirona Inc. | 0.23% | 27,139 | $314K | New |
| PFE Pfizer Inc. | 0.23% | 17,344 | $307K | New |
| MHK Mohawk Industries Inc. | 0.22% | 3,958 | $303K | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |