Filed: 11/14/2025ACC: 0001844103-25-000012
📋 What this filing means
BRX GLOBAL LP filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $104.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$104.69M
Total AUM (reported)
257.47K
Total Shares
Allocation by class
COM$104.69M100.0%
Portfolio Concentration
Top 3$104.69M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 257.47K
Sole
Full voting authority
257.47K
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
SOLEShares169.45K
TypeSH
Market value$38.95M
37.21%
Sole
169.45K
Shared
0.00
None
0.00
Transdigm Group Inc
SOLEShares28.28K
TypeSH
Market value$37.27M
35.60%
Sole
28.28K
Shared
0.00
None
0.00
Moodys Corp
SOLEShares59.74K
TypeSH
Market value$28.47M
27.19%
Sole
59.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Guidewire Software IncSOLE | COM | 169.45K | SH | $38.95M 37.21% | 169.45K | 0.00 | 0.00 |
Transdigm Group IncSOLE | COM | 28.28K | SH | $37.27M 35.60% | 28.28K | 0.00 | 0.00 |
Moodys CorpSOLE | COM | 59.74K | SH | $28.47M 27.19% | 59.74K | 0.00 | 0.00 |