BRX Global LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
BRX Global LP disclosed 3 US equity positions worth $118.4m in its Q2 2025 13F filing. The largest position was GWRE at 39.8% of the reported book, followed by TDG and MCO. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 3 holdings.
What did BRX Global LP own in Q2 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GWRE Guidewire Software Inc | Technology | 39.8% | $47.1m | 200,082 | -10% | reduced |
| 2 | TDG Transdigm Group Inc | Industrials | 34.9% | $41.3m | 27,149 | 0% | held |
| 3 | MCO Moodys Corp | Financial Services | 25.3% | $30.0m | 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.