Brickwood Asset Management LLP

data from 30/09/2025

Capitalization

$ 142.792 M 4.93 %

Average holding period

2 ans

Performance

$ 18.431 M 13.38 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Brickwood Asset Management LLP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 B BARRICK MINING COR COM NPV 27.17% 38.802 M $ 852475 2025/06/30 23.348 M $ 63.14 %
2025/09/30 WU WESTERN UNION CO 21.29% 30.395 M $ 3804124 2024/12/31 -1.442 M $ -5.11 %
2025/09/30 MAN MANPOWERGROUP INC 18.91% 27.008 M $ 712607 2025/06/30 -1.828 M $ -6.17 %
2025/09/30 NVST ENVISTA HOLDINGS CORPORATION 17.41% 24.858 M $ 1220333 2024/12/31 1.703 M $ 4.26 %
2025/09/30 XRAY DENTSPLY SIRONA INC COM 13.54% 19.340 M $ 1524074 2025/06/30 -86.573 K $ -27.53 %
2025/09/30 C CITIGROUP INC COM NEW COM NEW 0.45% 637.217 K $ 6278 2025/06/30 87.551 K $ 26.37 %
2025/09/30 MHK MOHAWK INDS INC COM 0.44% 635.189 K $ 4927 2025/06/30 95.308 K $ 31.47 %
2025/09/30 AVTR AVANTOR INC COM 0.40% 568.327 K $ 45539 2025/09/30 0.000 $ 0.00 %
2025/09/30 PFE PFIZER INC COM 0.38% 547.795 K $ 21499 2025/06/30 21.506 K $ 7.01 %