Brickwood Asset Management LLP
Long Only Manager • Value
Brickwood Asset Management LLP is a Value-focused institution led by Ben Charles Whitmore, reporting $1.5B in AUM as of Q3 2025 with 46% Industrials concentration, with only 9 positions, and 27% allocation to B.
PartnerBen Charles Whitmore
- Portfolio Value
- $142.8M
- Positions
- 9
- Top Holding
- B at 27.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Brickwood Asset Management LLP's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Industrial - Machinery Industrials | $38.8M | 27.17% | -$50.1M Sold | 0.05% 852.5K shares | |
Financial - Credit Services Financial Services | $30.4M | 21.29% | +$3.6M Bought | 1.18% 3.8M shares | |
Staffing & Employment Services Industrials | $27.0M | 18.91% | -$708.7K Sold | 1.54% 712.6K shares | |
Medical - Instruments & Supplies Healthcare | $24.9M | 17.41% | -$16.9M Sold | 0.73% 1.2M shares | |
Medical - Instruments & Supplies Healthcare | $19.3M | 13.54% | +$19.0M Bought | 0.76% 1.5M shares | |
Banks - Diversified Financial Services | $637.2K | 0.45% | +$94.7K Bought | 0.00% 6.3K shares | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $635.2K | 0.44% | +$124.9K Bought | 0.01% 4.9K shares | |
Chemicals - Specialty Basic Materials | $568.3K | 0.40% | +$568.3K New | 0.01% 45.5K shares | |
Drug Manufacturers - General Healthcare | $547.8K | 0.38% | +$105.9K Bought | 0.00% 21.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Brickwood Asset Management LLP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+5,515.81% | |
+24.48% | |
+23.96% | |
+17.46% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-56.37% | |
-40.51% | |
-2.56% |
Analytics
Portfolio insights and performance metrics for Brickwood Asset Management LLP
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