What smart money is saying about Brooks Macdonald
BRK.L
No fund has written a full thesis on Brooks Macdonald in our archive, but 3 fund letters report a position in it — most recently Liontrust UK Smaller Companies Fund in July 2026.
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3
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Brooks Macdonald — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 3 positions · 1 move
- July 2026
“Wealth and investment manager Brooks Macdonald (+14%) recorded its third consecutive quarter of positive flows, with £167 million of net inflows in the final quarter and £226 million for the full year, compared with £396 million of outflows in the prior year.”
Brooks Macdonald - June 2026
Listed in Liontrust UK Smaller Companies Fund’s reported holdings.
Brooks Macdonald - ExitedLiontrust UK Growth FundJune 2026
“During the quarter, the small position in Brooks Macdonald was sold in order to manage the portfolio’s exposure to the small-cap size factor.”
Brooks Macdonald
Read the letters behind these Brooks Macdonald positions
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