13F HOLDINGS REPORT
Brickwood Asset Management LLP
Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0002056939-25-000003
Total Value
$136.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ENVISTA HOLDINGS CORPORATION | NVST | 2,051,469 | $40.0M | 29.37% |
| 2 | BARRICK MINING COR COM NPV | 06849F108 | 1,953,812 | $37.0M | 27.17% |
| 3 | MANPOWERGROUP INC | MAN | 731,305 | $29.6M | 21.79% |
| 4 | WESTERN UNION CO | WU | 3,353,696 | $28.2M | 20.75% |
| 5 | CITIGROUP INC COM NEW COM NEW | C-PR | 5,345 | $332,007 | 0.24% |
| 6 | DENTSPLY SIRONA INC COM | XRAY | 27,139 | $314,494 | 0.23% |
| 7 | PFIZER INC COM | PFE | 17,344 | $306,796 | 0.23% |
| 8 | MOHAWK INDS INC COM | 608190104 | 3,958 | $302,811 | 0.22% |