Brx Global LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Brx Global LP disclosed 3 US equity positions worth $81.9m in its Q2 2026 13F filing. The largest position was TDG at 50.6% of the reported book, followed by MCO and GWRE. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 3 holdings.
What did Brx Global LP own in Q2 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TDG Transdigm Group Inc | Industrials | 50.6% | $41.4m | 31,097 | 0% | held |
| 2 | MCO Moodys Corp | Financial Services | 41.4% | $33.9m | 74,868 | 0% | held |
| 3 | GWRE Guidewire Software Inc | Technology | 8.1% | $6.6m | 53,601 | 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.