Brickwood Asset Management LLP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Brickwood Asset Management LLP reported 8 stock positions worth $143.7 million. Its top holding was Avantor (AVTR) at 25.4% of the portfolio, followed by Western Union (WU, 24.5%) and Robert Half (RHI, 24.3%). Compared with Q3 2025, it opened 2 new positions, sold out of 3, added to 5 and reduced 1. The biggest buy was Avantor (AVTR, shares +6892%) and the biggest sale an exit from Barrick Mining (B).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002056939
- Portfolio Value
- $143.7M (Q4 2025)
- SEC Filing
- 0002056939-26-000001 ↗ filed Feb 10, 2026
Holdings Value
Holdings 8 stocks · $143.7M
| AVTR Avantor Inc. | 25.39% | 3,184,043 | $36.5M | Add +6891.9% |
| WU Western Union Co. | 24.54% | 3,788,497 | $35.3M | Reduce -0.4% |
| RHI Robert Half Inc. | 24.29% | 1,285,273 | $34.9M | New |
| XRAY Dentsply Sirona Inc. | 23.80% | 2,993,073 | $34.2M | Add +96.4% |
| C Citigroup Inc. | 0.58% | 7,205 | $841K | Add +14.8% |
| WLY Wiley (john) & Sons Class A | 0.50% | 23,621 | $724K | New |
| PFE Pfizer Inc. | 0.45% | 26,169 | $652K | Add +21.7% |
| MHK Mohawk Industries Inc. | 0.44% | 5,835 | $638K | Add +18.4% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| AVTR Avantor Inc. | Add +6891.9% | 25.39% | +24.99 |
| RHI Robert Half Inc. | New | 24.29% | +24.29 |
| XRAY Dentsply Sirona Inc. | Add +96.4% | 23.80% | +10.26 |
| WLY Wiley (john) & Sons Class A | New | 0.50% | +0.50 |
| C Citigroup Inc. | Add +14.8% | 0.58% | +0.14 |
| PFE Pfizer Inc. | Add +21.7% | 0.45% | +0.07 |
| MHK Mohawk Industries Inc. | Add +18.4% | 0.44% | −0.00 |
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 |