13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001844103-25-000012
Total Value
$104.7M
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Guidewire Software Inc | GWRE | 169,447 | $38.9M | 37.21% |
| 2 | Transdigm Group Inc | TDG | 28,279 | $37.3M | 35.60% |
| 3 | Moodys Corp | MCO | 59,743 | $28.5M | 27.19% |