13F HOLDINGS REPORT
Brickwood Asset Management LLP
Quarter ended Q4 2024 · Filed February 18, 2025 · Accession 0002056939-25-000001
Total Value
$126.2M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ENVISTA HOLDINGS CORPORATION | NVST | 2,075,555 | $40.0M | 31.73% |
| 2 | WESTERN UN C | WU | 2,941,229 | $31.2M | 24.71% |
| 3 | HARLEY DAVIDSON INC | HOG | 922,113 | $27.8M | 22.02% |
| 4 | BARRICK GOLD CORP | 067901108 | 1,754,582 | $27.2M | 21.55% |