BRX Global LP — Q4 2025 13F-HR

← BRX Global LP

Q4 2025 · 13F-HR

BRX Global LPholdings as filed

Filed 2026-02-13 · accession 0001844103-26-000002

$102.2M

Reported value

Positions

2025-12-31

Period end

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The Brief · BRX Global LP · Q4 2025

AI · grounded in 13F

BRX Global LP established a new position in Transdigm Group Inc TDG valued at $37.6M. The fund also initiated new stakes in Guidewire Software Inc GWRE for $34.1M and Moodys Corp MCO for $30.5M. These three additions bring the fund's total assets under management to $102.2M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
893641100	TDG	Transdigm Group Inc	$37.6M	36.8%	28,279	Common	SOLE
40171V100	GWRE	Guidewire Software Inc	$34.1M	33.3%	169,447	Common	SOLE
615369105	MCO	Moodys Corp	$30.5M	29.9%	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.