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Brickwood Asset Management L - Q4 2025 13F Filings

BR

Brickwood Asset Management Llp

CIK: 0002056939
Address: United Kingdom London 8-10 Grosvenor Gardens
$143.73 M
Portfolio Value
8
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. AVTR Avantor
+$35.97 M
2. RHI Robert Half
+$34.91 M
3. XRAY Dentsply Sirona
+$16.79 M
4. WLY John Wiley & Sons
+$723,511
5. PFE Pfizer
+$116,282.98

Top Sells

Q4 2025
1. B Barrick Mining Corporation
−$38.8 M
2. MAN Manpowergroup
−$27.01 M
3. NVST Envista Holdings Corporation
−$24.86 M
4. WU The Western Union Company
−$145,487.37

Asset Allocation

Stocks/ETFs
+0.66%
$143.73 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Brickwood Asset Management L Q4 2025 Filing Summary

Brickwood Asset Management Llp filed its 13F report for Q4 2025 on February 10, 2026. The portfolio totaled 143.73 M reflecting a +0.66% change from the prior quarter, spanning 8 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Brickwood Asset Management L’s Q4 2025 Filing

Brickwood Asset Management L submitted their Form 13F-HR for the Q4 2025 period on 02/10/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Brickwood Asset Management L reported a managed portfolio value of 143.73 M, consisting of 8 individual positions.

This page displays the raw filing documents. To see which stocks Brickwood Asset Management L bought or sold during Q4 2025, please visit Brickwood Asset Management L's Portfolio Analysis page.