BRX Global LP — Q1 2025 13F-HR

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Q1 2025 · 13F-HR

BRX Global LPholdings as filed

Filed 2025-05-15 · accession 0001844103-25-000005

$134.7M

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
40171V100	GWRE	Guidewire Software Inc	$41.9M	31.1%	223,476	Common	SOLE
893641100	TDG	Transdigm Group Inc	$37.6M	27.9%	27,149	Common	SOLE
615369105	MCO	Moodys Corp	$27.8M	20.7%	59,743	Common	SOLE
023135106	AMZN	Amazon.com Inc	$27.4M	20.4%	144,121	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.