Brickwood Asset Management LLP has filed its Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Alethea Nugent, lists a total of 11 positions held by the firm.
The largest holding disclosed in the report is Mohawk Industries, Inc., for which Brickwood reported ownership of 670,216 shares. The firm also holds significant positions in Western Union Co., with 4,356,969 shares, and Dentsply Sirona Inc., with 2,663,334 shares.
Other notable positions listed in the filing include Comcast Corporation New Class A with 1,198,771 shares, Wiley John & Sons Inc. Class A with 27,492 shares, and Avantor Inc. with 73,919 shares. The filing indicates that Alethea Nugent is the sole authorized person responsible for managing these holdings.
