Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brickwood Asset Management LLP (CIK 2056939) reported $133.3M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVTR ($34.0M, 25.52%), XRAY ($33.3M, 24.99%), WU ($30.9M, 23.17%), RHI ($30.3M, 22.73%), WLY ($1.0M, 0.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVTR | AVANTORINCCOM | $34.0M | 25.52% | 4.3M | Added |
| 2 | XRAY | DENTSPLYSIRONAINCCOM | $33.3M | 24.99% | 2.9M | Trimmed |
| 3 | WU | WESTERNUNIONCO | $30.9M | 23.17% | 3.5M | Trimmed |
| 4 | RHI | ROBERTHALFINCCOMUSD0.001 | $30.3M | 22.73% | 1.2M | Trimmed |
| 5 | WLY | WILEYJOHN&SONSINCCLA | $1.0M | 0.77% | 26,820 | Added |
| 6 | PYPL | PAYPALHLDGSINCCOM | $848,334 | 0.64% | 18,756 | New |
| 7 | C | CITIGROUPINCCOMNEWCOMNEW | $834,244 | 0.63% | 7,356 | Added |
| 8 | PFE | PFIZERINCCOM | $760,238 | 0.57% | 27,074 | Added |
| 9 | MHK | MOHAWKINDSINCCOM | $659,682 | 0.50% | 6,700 | Added |
| 10 | PVH | PVHCORPCOMUSD1 | $662,580 | 0.50% | 9,498 | New |
Source: SEC Form 13F filings · as of 2026-03-31