Brickwood Asset Management LLP has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Envista Holdings Corp with a value of $40B, Barrick Mining Cor Com Npv with a value of $37B, Manpower Group Inc. with a value of $29.6B, Western Union CO with a value of $28.2B, and Citigroup Inc with a value of $332M.

Examining the 13F form we can see an increase of $5.82B in the current position value, from $130B to 136B.

Brickwood Asset Management LLP is based out at London, X0

Below you can find more details about Brickwood Asset Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $136 Billion
Healthcare: $40.6 Billion
Industrials: $29.6 Billion
Financial Services: $28.6 Billion
Consumer Cyclical: $303 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $136 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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