Top 3 BRX Global LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDG | Transdigm Group Inc | 46.98% | 31.1K | $36.0M | +9.96%(+2.82K) | $657.40(+79.32%) | 2026-03-31 | |
| MCO | Moodys Corp | 42.57% | 74.9K | $32.7M | +25.32%(+15.12K) | $378.32(+14.37%) | 2026-03-31 | |
| GWRE | Guidewire Software Inc | 10.45% | 53.6K | $8.0M | -68.37%(-115.85K) | $113.32(+9.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.04% | +64.49% |
| Top 20 Holdings Unweighted | +17.59% | +62.61% |
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