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Home > Institutional Investor > Brickwood Asset Management Llp > Profile

Instuitional Investor - Brickwood Asset Management Llp

Fund Profile
Filing Period:
Fund Name: Brickwood Asset Management Llp
Portfolio Value $130,257,650
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Envista Holdings Corp
 NVST 2,080,971 $35,917,559 27.57%
2.
Barrick Gold Corp
 GOLD 1,759,574 $34,171,473 26.23%
3.
Western Union Co
 WU 2,941,229 $31,118,203 23.89%
4.
Harley-Davidson Inc.
 HOG 1,145,259 $28,917,790 22.2%
5.
Dun & Bradstreet Holdings Inc.
 DNB 14,835 $132,625 0.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)