StockDriftsStockDriftsTop 3 Brx Global LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDG | Transdigm Group Inc | 50.56% | 31.1K | $41.4M | +0.00%(+0) | $657.40(+89.58%) | 2026-06-30 | |
| MCO | Moodys Corp | 41.39% | 74.9K | $33.9M | +0.00%(+0) | $378.32(+29.10%) | 2026-06-30 | |
| GWRE | Guidewire Software Inc | 8.05% | 53.6K | $6.6M | +0.00%(+0) | $113.32(+61.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.79% | +51.25% | +6.52% | +37.15% |
| Top 20 Holdings Unweighted | +12.37% | +41.88% | +3.89% | +21.02% |
Brx Global LP reports $81.93M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are TDG (50.6%), MCO (41.4%) and GWRE (8.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +51.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Brx Global LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844103). View Brx Global LP’s 13F filings on SEC