BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 3
- 0 vs. Q4 2025
- Portfolio value
- $76.7M
- −$25.5M (−24.9%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 31,097 | $36.0M | 47.0% | +2,818+10.0% | Added | History |
| MCOMoodys Corp | Stock | 74,868 | $32.7M | 42.6% | +15,125+25.3% | Added | History |
| GWREGuidewire Software, Inc. | COM | 53,601 | $8.02M | 10.4% | −115,846−68.4% | Reduced | History |