BRX Global LP 13F Holdings · Q2 2026
BRX Global LP reported 3 securities worth $81.93M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TDG (50.56%), MCO (41.39%), GWRE (8.05%).
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group Inc | $41.4M | 50.56% | 31,097 | Hold |
| 2 | MCO | Moodys Corp | $33.9M | 41.39% | 74,868 | Hold |
| 3 | GWRE | Guidewire Software Inc | $6.6M | 8.05% | 53,601 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR