BRX Global LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
BRX Global LP disclosed 4 US equity positions worth $141.5m in its Q4 2024 13F filing. The largest position was GWRE at 28.9% of the reported book, followed by AMZN and TDG. Against the Q3 2024 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 4 holdings.
What did BRX Global LP own in Q4 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GWRE Guidewire Software Inc | Technology | 28.9% | $40.9m | 242,862 | 0% | held |
| 2 | AMZN Amazon.com Inc | Consumer Cyclical | 26.8% | $37.9m | 172,582 | 0% | held |
| 3 | TDG Transdigm Group Inc | Industrials | 24.3% | $34.4m | 27,149 | 0% | held |
| 4 | MCO Moodys Corp | Financial Services | 20.0% | $28.3m | 59,743 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.