BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 3
- 0 vs. Q2 2025
- Portfolio value
- $104.7M
- −$13.7M (−11.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 169,447 | $38.9M | 37.2% | −30,635−15.3% | Reduced | History |
| TDGTransDigm Group INC | COM | 28,279 | $37.3M | 35.6% | +1,130+4.2% | Added | History |
| MCOMoodys Corp | Stock | 59,743 | $28.5M | 27.2% | 00.0% | Unchanged | History |