Brickwood Asset Management LLP Portfolio Holdings by Sector

Brickwood Asset Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Instruments & Supplies \| Healthcare NVST 1 stocks	$35.9 Million 27.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials GOLD 1 stocks	$34.2 Million 26.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services WU 1 stocks	$31.1 Million 23.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical HOG 1 stocks	$28.9 Million 22.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services DNB 1 stocks	$132,625 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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