BRX Global LP — Q2 2025 13F-HR

← BRX Global LP

Q2 2025 · 13F-HR

BRX Global LPholdings as filed

Filed 2025-08-14 · accession 0001844103-25-000010

$118.4M

Reported value

Positions

2025-06-30

Period end

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The Brief · BRX Global LP · Q2 2025

AI · grounded in 13F

BRX Global LP established a new position in Guidewire Software Inc GWRE valued at $47.1M. The fund also initiated stakes in Transdigm Group Inc TDG and Moodys Corp MCO for $41.3M and $30M, respectively. These three additions bring the fund's total AUM to $118.4M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
40171V100	GWRE	Guidewire Software Inc	$47.1M	39.8%	200,082	Common	SOLE
893641100	TDG	Transdigm Group Inc	$41.3M	34.9%	27,149	Common	SOLE
615369105	MCO	Moodys Corp	$30.0M	25.3%	59,743	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.