13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001844103-26-000002
Total Value
$102.2M
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Transdigm Group Inc | TDG | 28,279 | $37.6M | 36.80% |
| 2 | Guidewire Software Inc | GWRE | 169,447 | $34.1M | 33.33% |
| 3 | Moodys Corp | MCO | 59,743 | $30.5M | 29.87% |