BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 3
- 0 vs. Q3 2025
- Portfolio value
- $102.2M
- −$2.50M (−2.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 28,279 | $37.6M | 36.8% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 169,447 | $34.1M | 33.3% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 59,743 | $30.5M | 29.9% | 00.0% | Unchanged | History |