BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 3
- 0 vs. Q1 2026
- Portfolio value
- $81.9M
- +$5.21M (+6.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 31,097 | $41.4M | 50.6% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 74,868 | $33.9M | 41.4% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 53,601 | $6.60M | 8.1% | 00.0% | Unchanged | History |