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BRX Global LP

Portfolio Manager
BRX Global LP
Performance
-17.62% (2026 Q1)
AUM (13F)
$76.72M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%

BRX Global LP Holdings Map

Top 3 BRX Global LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TDG
Transdigm Group Inc
46.98%31.1K$36.0M
+9.96%(+2.82K)
2025-Q1: 27.1K shares2025-Q2: 27.1K shares2025-Q3: 28.3K shares2025-Q4: 28.3K shares2026-Q1: 31.1K shares
$657.40(+79.32%)
2026-03-31
MCO
Moodys Corp
42.57%74.9K$32.7M
+25.32%(+15.12K)
2025-Q1: 59.7K shares2025-Q2: 59.7K shares2025-Q3: 59.7K shares2025-Q4: 59.7K shares2026-Q1: 74.9K shares
$378.32(+14.37%)
2026-03-31
GWRE
Guidewire Software Inc
10.45%53.6K$8.0M
-68.37%(-115.85K)
2025-Q1: 223.5K shares2025-Q2: 200.1K shares2025-Q3: 169.4K shares2025-Q4: 169.4K shares2026-Q1: 53.6K shares
$113.32(+9.12%)
2026-03-31

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