Brickwood Asset Management LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Brickwood Asset Management LLP reported 9 stock positions worth $142.8 million. Its top holding was Barrick Mining (B) at 27.2% of the portfolio, followed by Western Union (WU, 21.3%) and Manpowergroup (MAN, 18.9%). Compared with Q2 2025, it opened 1 new position, added to 5 and reduced 3. The biggest buy was Dentsply Sirona (XRAY, shares +5516%) and the biggest sale Envista (NVST, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002056939
- Portfolio Value
- $142.8M (Q3 2025)
- SEC Filing
- 0002056939-25-000005 ↗ filed Nov 10, 2025
Holdings Value
Holdings 9 stocks · $142.8M
| B Barrick Mining Corp. | 27.17% | 852,475 | $38.8M | Reduce -56.4% |
| WU Western Union Co. | 21.29% | 3,804,124 | $30.4M | Add +13.4% |
| MAN Manpowergroup Inc. | 18.91% | 712,607 | $27.0M | Reduce -2.6% |
| NVST Envista Holdings Corp. | 17.41% | 1,220,333 | $24.9M | Reduce -40.5% |
| XRAY Dentsply Sirona Inc. | 13.54% | 1,524,074 | $19.3M | Add +5515.8% |
| C Citigroup Inc. | 0.45% | 6,278 | $637K | Add +17.5% |
| MHK Mohawk Industries Inc. | 0.44% | 4,927 | $635K | Add +24.5% |
| AVTR Avantor Inc. | 0.40% | 45,539 | $568K | New |
| PFE Pfizer Inc. | 0.38% | 21,499 | $548K | Add +24.0% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |