Brickwood Asset Management LLP
•CIK: 2056939•Filing: Q4 2025
**Brickwood Asset Management LLP** manages $144M across a concentrated portfolio of 8 positions. The fund exhibits significant conviction in select names, with top holdings including AVTR at $36.5M and W3U at $35.3M. These top five positions alone account for over 90% of the disclosed exposure, highlighting a highly focused, high-conviction investment mandate. The current structure suggests deep research and tactical allocation within specific market sectors.
Total AUM
$143.7M
QoQ Performance
+0.7%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AVTR
W3U
RHI
XRAY
AVTR25.4%
W3U24.5%
RHI24.3%
XRAY23.8%
TRVC0.6%
WLY0.5%
PFE0.5%
MHK0.4%
📈 Biggest Buys
📉 Biggest Sells
W3U
WESTERN UNION CO
-0.4%
24.5% of portfolio
Sector Breakdown
Other99.5%
Healthcare0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑5 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024