BRX Global LP reported 3 positions worth $81.93M for the quarter ended Jun 30, 2026, up 6.8% on the prior quarter. It opened 0 new positions, added to 0, trimmed 0 and exited 0. Its largest holding is TransDigm Group INC at 50.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TDG TransDigm Group INC | Industrials | 31.1K | $41.42M | 50.56% | 0 | 0.0% | Unchanged | 0.05% |
| 2 | MCO Moodys Corp | Financial Services | 74.9K | $33.91M | 41.39% | 0 | 0.0% | Unchanged | 0.04% |
| 3 | GWRE Guidewire Software, Inc. | Technology | 53.6K | $6.60M | 8.05% | 0 | 0.0% | Unchanged | 0.06% |
Tip. Select a row to see that position’s full history at BRX Global.
As of its Q2 2026 13F filing, BRX Global LP’s five largest positions were TransDigm Group INC (TDG) at 50.6%, Moodys Corp (MCO) at 41.4%, Guidewire Software, Inc. (GWRE) at 8.1% of the reported portfolio.
BRX Global LP reported a 13F portfolio worth $81.93M across 3 positions for Q2 2026. That is up 6.8% from the previous quarter.
From the Form 13F-HR reports BRX Global LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.