BRX Global LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
BRX Global LP disclosed 3 US equity positions worth $104.7m in its Q3 2025 13F filing. The largest position was GWRE at 37.2% of the reported book, followed by TDG and MCO. Against the Q2 2025 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 3 holdings.
What did BRX Global LP own in Q3 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GWRE Guidewire Software Inc | Technology | 37.2% | $38.9m | 169,447 | -15% | reduced |
| 2 | TDG Transdigm Group Inc | Industrials | 35.6% | $37.3m | 28,279 | 4% | added |
| 3 | MCO Moodys Corp | Financial Services | 27.2% | $28.5m | 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.