Portfolio (Quarterly) Guide ↗

Brickwood Asset Management LLP

· CIK 0002056939

13F Portfolio $139M AUM 10 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 5 Added 2 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	C	CITIGROUPINCCOMNEWCOMNEW	Financial Services	7,356	$834K	0.63%	SOLD
2	PFE	PFIZERINCCOM	Healthcare	27,074	$760K	0.57%	SOLD

Sector Allocation

Healthcare 55.5%

Industrials 22.6%

Financial Services 19.1%

Consumer Cyclical 1.2%

Communication Services 0.9%

Technology 0.7%