Brx Global LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Brx Global LP disclosed 3 US equity positions worth $76.7m in its Q1 2026 13F filing. The largest position was TDG at 47.0% of the reported book, followed by MCO and GWRE.
What did Brx Global LP own in Q1 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TDG Transdigm Group Inc | Industrials | 47.0% | $36.0m | 31,097 | – | |
| 2 | MCO Moodys Corp | Financial Services | 42.6% | $32.7m | 74,868 | – | |
| 3 | GWRE Guidewire Software Inc | Technology | 10.4% | $8.0m | 53,601 | – |
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.