BRX Global LP — Q1 2026 13F-HR

← BRX Global LP

Q1 2026 · 13F-HR

BRX Global LPholdings as filed

Filed 2026-05-14 · accession 0001844103-26-000003

$76.7M

Reported value

Positions

2026-03-31

Period end

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The Brief · BRX Global LP · Q1 2026

AI · grounded in 13F

BRX Global LP trimmed its position in Guidewire Software Inc GWRE by 68.37%. The fund accumulated shares of Moodys Corp MCO by 25.32% and increased its holding in Transdigm Group Inc TDG by 9.97%. These moves occurred as the fund managed a total AUM of $76.72M across three positions.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
893641100	TDG	Transdigm Group Inc	$36.0M	47.0%	31,097	Common	SOLE
615369105	MCO	Moodys Corp	$32.7M	42.6%	74,868	Common	SOLE
40171V100	GWRE	Guidewire Software Inc	$8.0M	10.4%	53,601	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.