Brickwood Asset Management LLP holds a concentrated book of 10 stocks worth $139.2M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Accenture PLC-CL A and trimmed Robert Half Inc. Their largest long position is Avantor Inc at 33% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Brickwood Asset Management LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 12 / 10 | $49.9B |
| VANGUARD CAPITAL MANAGEMENT LLC | 12 / 10 | $35.4B |
| STATE STREET CORP | 12 / 10 | $25.6B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12 / 10 | $13.9B |
| GEODE CAPITAL MANAGEMENT, LLC | 12 / 10 | $13.2B |
| MORGAN STANLEY | 12 / 10 | $9.1B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 / 10 | $7.5B |
| FRANKLIN RESOURCES INC | 12 / 10 | $7.2B |
Ranked by how many of Brickwood Asset Management LLP's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Avantorinccom COM | $45.5M | 4.60M | 32.7% | ▲+6.0% Added · +261K sh | |
| 2 | Roberthalfinccomusd0.001 COM | $31.5M | 1.03M | 22.6% | ▼−14% Reduced · −167K sh | |
| 3 | Dentsplysironainccom COM | $30.9M | 2.92M | 22.2% | ▲+1.5% Added · +44K sh | |
| 4 | Westernunionco COM | $25.8M | 3.35M | 18.5% | ▼−5.4% Reduced · −193K sh | |
| 5 | Wileyjohn&sonsinccla COM | $1.3M | 26.8K | 0.9% | —Held | |
| 6 | Accentureplcclsa COM | $910K | 7.3K | 0.7% | ▲New New position | |
| 7 | Mohawkindsinccom COM | $899K | 7.4K | 0.6% | ▲+11% Added · +707 sh | |
| 8 | Zimmerbiomethldgsinccom COM | $850K | 9.9K | 0.6% | ▲New New position | |
| 9 | Paypalhldgsinccom COM | $822K | 19.0K | 0.6% | ▲+1.5% Added · +276 sh | |
| 10 | Pvhcorpcomusd1 COM | $716K | 9.6K | 0.5% | ▲+1.5% Added · +139 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056939/holdings"
Use Arkolith to show Brickwood Asset Management LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.