13F HOLDINGS REPORT
Brickwood Asset Management LLP
Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0002056939-25-000002
Total Value
$130.3M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ENVISTA HOLDINGS CORPORATION | NVST | 2,080,971 | $35.9M | 27.57% |
| 2 | BARRICK GOLD CORP | 067901108 | 1,759,574 | $34.2M | 26.23% |
| 3 | WESTERN UN C | WU | 2,941,229 | $31.1M | 23.89% |
| 4 | HARLEY DAVIDSON INC | HOG | 1,145,259 | $28.9M | 22.20% |
| 5 | DUN & BRADSTREET HLDGS INC | 26484T106 | 14,835 | $132,625 | 0.10% |