Brickwood Asset Management LLP Portfolio Holdings by Sector

Brickwood Asset Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Instruments & Supplies \| Healthcare NVST 1 stocks	$40 Million 31.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services WU 1 stocks	$31.2 Million 24.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical HOG 1 stocks	$27.8 Million 22.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials GOLD 1 stocks	$27.2 Million 21.55% of portfolio	1	-	1	-	0 Calls 0 Puts

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