Holders — by stockHoldings — by fund
Brickwood Asset Management LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056939
$139.2M
disclosed book value
10
positions
32.7%
largest position share
Positions, as of 2026-06-30
top 10 of 10 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AVTRAVANTORINCCOM | 4.6M | $45.5M | 32.7% |
| 2 | RHIROBERTHALFINCCOMUSD0.001 | 1.0M | $31.5M | 22.6% |
| 3 | XRAYDENTSPLYSIRONAINCCOM | 2.9M | $30.9M | 22.2% |
| 4 | WUWESTERNUNIONCO | 3.3M | $25.8M | 18.5% |
| 5 | WLYWILEYJOHN&SONSINCCLA | 26,820 | $1.3M | 0.9% |
| 6 | ACNACCENTUREPLCCLSA | 7,315 | $910,279 | 0.7% |
| 7 | MHKMOHAWKINDSINCCOM | 7,407 | $898,691 | 0.6% |
| 8 | ZBHZIMMERBIOMETHLDGSINCCOM | 9,876 | $850,225 | 0.6% |
| 9 | PYPLPAYPALHLDGSINCCOM | 19,032 | $821,802 | 0.6% |
| 10 | PVHPVHCORPCOMUSD1 | 9,637 | $715,644 | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.