account_balance
Investment manager · 13F filer · SEC CIK 2056939
Brickwood Asset Management LLP
Reported value$111Mas of Sep 30, 2026
Positions11 1 new, 0 sold out
Top 10 weight99.1%CMCSA alone is 24%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
CMCSAComcast Corp
24.4%New
WUWestern Union CO
23.2%Added +30%
RHIRobert Half Inc.
23.1%Trimmed −32%
XRAYDentsply Sirona Inc.
22.2%Trimmed −5%
ACN1.2%WLY1.2%AVTR1.0%PVH1.0%PYPLZBH0.9%MHK0.9%CMCSAComcast Corp
24.4%New
WUWestern Union CO
23.2%Added +30%
RHIRobert Half Inc.
23.1%Trimmed −32%
XRAYDentsply Sirona Inc.
22.2%Trimmed −5%
AVTRPVHZBHBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
CMCSA Comcast Corp 24.4% NewWU Western Union CO 23.2% Added +30%RHI Robert Half Inc. 23.1% Trimmed −32%XRAY Dentsply Sirona Inc. 22.2% Trimmed −5%ACN Accenture PLC 1.2% Added +3%WLY John Wiley & Sons, Inc. 1.2% Added +3%AVTR Avantor, Inc. 1.0% Trimmed −98%PVH PVH Corp. 1.0% Added +52%PYPL PayPal Holdings, Inc. 0.9% Added +3%ZBH Zimmer Biomet Holdings, Inc. 0.9% Added +15%MHK Mohawk Industries Inc 0.9% Added +2%
What changed
Biggest moves since Jun 30, 2026
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