13FBOX
Brickwood Asset Management LLP · 13F Holdings
Options Calculator Rankings

Brickwood Asset Management LLP

No.8400 Data as of 2026Q2
Latest AUM (Q2 2026)
$139.2M
QoQ Change Q1 2026
+$5.9M+4.4%
Holdings
10
New Buys
2
Adds
5
Reduces
2
Exits
2
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAVANTOR INCAVTR
32.7%25.52%$45.5M4.6M$34.0M4.3M+260,507+6.01%Add
RROBERT HALF INC.RHI
22.62%22.73%$31.5M1.0M$30.3M1.2M-166,636-13.98%Reduce
DENTSPLY SIRONA INCXRAY
22.22%24.99%$30.9M2.9M$33.3M2.9M+44,376+1.55%Add
WESTERN UN COWU
18.5%23.17%$25.8M3.3M$30.9M3.5M-192,570-5.44%Reduce
WILEY JOHN & SONS INCWLY
0.93%0.77%$1.3M26,820$1.0M26,82000.00%Unchanged
ACCENTURE PLC IRELANDACN
0.65%$910,2797,315$00+7,315New Buy
MOHAWK INDS INCMHK
0.65%0.5%$898,6917,407$659,6826,700+707+10.55%Add
ZIMMER BIOMET HOLDINGS INCZBH
0.61%$850,2259,876$00+9,876New Buy
PAYPAL HLDGS INC COMPYPL
0.59%0.64%$821,80219,032$848,33418,756+276+1.47%Add
PPVH CORPORATIONPVH
0.51%0.5%$715,6449,637$662,5809,498+139+1.46%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow