Brickwood Asset Management LLP

Est. AUM

$133.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AVANTORINCCOM	COM	$34.0M	4337012	25.52%	SOLE
2	DENTSPLYSIRONAINCCOM	COM	$33.3M	2871013	24.99%	SOLE
3	WESTERNUNIONCO	COM	$30.9M	3537577	23.17%	SOLE
4	ROBERTHALFINCCOMUSD0.001	COM	$30.3M	1192328	22.73%	SOLE
5	WILEYJOHN&SONSINCCLA	COM	$1.0M	26820	0.77%	SOLE
6	PAYPALHLDGSINCCOM	COM	$848K	18756	0.64%	SOLE
7	CITIGROUPINCCOMNEWCOMNEW	COM	$834K	7356	0.63%	SOLE
8	PFIZERINCCOM	COM	$760K	27074	0.57%	SOLE
9	PVHCORPCOMUSD1	COM	$663K	9498	0.50%	SOLE
10	MOHAWKINDSINCCOM	COM	$660K	6700	0.50%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.