BRX Global LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), BRX Global LP reported 3 stock positions worth $102.2 million. Its top holding was Transdigm (TDG) at 36.8% of the portfolio, followed by Guidewire Software (GWRE, 33.3%) and Moody's (MCO, 29.9%). Its holdings were unchanged from Q3 2025.

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001844103
Portfolio Value
$102.2M (Q4 2025)
SEC Filing
0001844103-26-000002 ↗ filed Feb 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $133.2M Q1 2024 Q2 2024: $136.0M Q2 2024 Q3 2024: $152.7M Q3 2024 Q4 2024: $141.5M Q4 2024 Q1 2025: $134.7M Q1 2025 Q2 2025: $118.4M Q2 2025 Q3 2025: $104.7M Q3 2025 Q4 2025: $102.2M $102.2M Q4 2025 Q1 2026: $76.7M Q1 2026 Q2 2026: $81.9M Q2 2026

Holdings 3 stocks · $102.2M
TDG Transdigm Group Inc. 36.80% 28,279 $37.6M No change
GWRE Guidewire Software Inc. 33.33% 169,447 $34.1M No change
MCO Moody's Corp. 29.87% 59,743 $30.5M No change

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$81.9MTDG, MCO, GWRE
Q1 2026 3$76.7MTDG, MCO, GWRE
Q4 2025 3$102.2MTDG, GWRE, MCO
Q3 2025 3$104.7MGWRE, TDG, MCO
Q2 2025 3$118.4MGWRE, TDG, MCO
Q1 2025 4$134.7MGWRE, TDG, MCO, AMZN
Q4 2024 4$141.5MGWRE, AMZN, TDG, MCO
Q3 2024 5$152.7MGWRE, TDG, AMZN, MCO, MSFT
Q2 2024Amended 5$136.0MTDG, GWRE, AMZN, MCO, MSFT
Q1 2024 5$133.2MTDG, AMZN, GWRE, MSFT, MCO