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 XRAY 2 stocks	$44.2 Million 42.5% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services WU 1 stocks	$30.4 Million 29.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials MAN 1 stocks	$27 Million 25.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C 1 stocks	$637,217 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MHK 1 stocks	$635,189 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVTR 1 stocks	$568,327 0.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$547,795 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts

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