Filed: 8/14/2025ACC: 0001844103-25-000010
📋 What this filing means
BRX GLOBAL LP filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $118.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$118.36M
Total AUM (reported)
286.97K
Total Shares
Allocation by class
COM$118.36M100.0%
Portfolio Concentration
Top 3$118.36M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 286.97K
Sole
Full voting authority
286.97K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
Guidewire Software Inc
SOLEShares200.08K
TypeSH
Market value$47.11M
39.80%
Sole
200.08K
Shared
0.00
None
0.00
Transdigm Group Inc
SOLEShares27.15K
TypeSH
Market value$41.28M
34.88%
Sole
27.15K
Shared
0.00
None
0.00
Moodys Corp
SOLEShares59.74K
TypeSH
Market value$29.97M
25.32%
Sole
59.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Guidewire Software IncSOLE | COM | 200.08K | SH | $47.11M 39.80% | 200.08K | 0.00 | 0.00 |
Transdigm Group IncSOLE | COM | 27.15K | SH | $41.28M 34.88% | 27.15K | 0.00 | 0.00 |
Moodys CorpSOLE | COM | 59.74K | SH | $29.97M 25.32% | 59.74K | 0.00 | 0.00 |