BRX Global LP

CIK 0001844103 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

BRX Global LP reported 3 positions worth $81.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TDG (50.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$81.9M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

3 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	TDG	Transdigm Group Inc	SH	$41.4M	50.56%	31,097	—	—
▸ 2	MCO	Moodys Corp	SH	$33.9M	41.39%	74,868	—	—
▸ 3	GWRE	Guidewire Software Inc	SH	$6.6M	8.05%	53,601	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BRX Global LP hold as of Q2 2026?

BRX Global LP reported 3 positions worth $81.9M in its Q2 2026 13F filing. Largest positions: TDG (50.6%), MCO (41.4%) and GWRE (8.1%).

What did BRX Global LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BRX Global LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.