BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 3
- −1 vs. Q1 2025
- Portfolio value
- $118.4M
- −$16.3M (−12.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 200,082 | $47.1M | 39.8% | −23,394−10.5% | Reduced | History |
| TDGTransDigm Group INC | COM | 27,149 | $41.3M | 34.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 59,743 | $30.0M | 25.3% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.