BRX Global LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
BRX Global LP disclosed 3 US equity positions worth $102.2m in its Q4 2025 13F filing. The largest position was TDG at 36.8% of the reported book, followed by GWRE and MCO. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 3 holdings.
What did BRX Global LP own in Q4 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDG Transdigm Group Inc | Industrials | 36.8% | $37.6m | 28,279 | 0% | held |
| 2 | GWRE Guidewire Software Inc | Technology | 33.3% | $34.1m | 169,447 | 0% | held |
| 3 | MCO Moodys Corp | Financial Services | 29.9% | $30.5m | 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.