13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001844103-25-000010
Total Value
$118.4M
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Guidewire Software Inc | GWRE | 200,082 | $47.1M | 39.80% |
| 2 | Transdigm Group Inc | TDG | 27,149 | $41.3M | 34.88% |
| 3 | Moodys Corp | MCO | 59,743 | $30.0M | 25.32% |