Brickwood Asset Management LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BA Brickwood Asset Management LLP | Institutional Filer | ▼ 7.29% | $133.3M | 10 |
Current Portfolio Holdings
Showing all 10 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVTR | Avantor, Inc. | Healthcare | 4.3M | $34.0M | 25.52% |
| 2 | XRAY | DENTSPLY SIRONA Inc. | Healthcare | 2.9M | $33.3M | 24.99% |
| 3 | WU | The Western Union Company | Financial Services | 3.5M | $30.9M | 23.17% |
| 4 | RHI | Robert Half International Inc. | Industrials | 1.2M | $30.3M | 22.73% |
| 5 | WLY | John Wiley & Sons, Inc. | Communication Services | 27K | $1.0M | 0.77% |
| 6 | PYPL | PayPal Holdings, Inc. | Financial Services | 19K | $848K | 0.64% |
| 7 | C | Citigroup Inc. | Financial Services | 7K | $834K | 0.63% |
| 8 | PFE | Pfizer Inc. | Healthcare | 27K | $760K | 0.57% |
| 9 | PVH | PVH Corp. | Consumer Cyclical | 9K | $663K | 0.50% |
| 10 | MHK | Mohawk Industries, Inc. | Consumer Cyclical | 7K | $660K | 0.50% |
Showing 1 to 10 of 10 holdings