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BRX Global LP

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13F filer, CIK 1844103, GREENWICH, CT

BRX Global LP reported $104,687,720 across 3 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844103-25-000012

Period
2025-09-30
Reported value
$105M
Holdings
3
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TDGadded+1,130$1.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GWREreduced-30,635-$7.04M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001844103-25-000012, largest first. % of portfolio is the value over $104,687,720, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,862 shares; 2024Q4: 242,862 shares; 2025Q1: 223,476 shares; 2025Q2: 200,082 shares; 2025Q3: 169,447 shares 169,447$38.9M37.21%-30,635Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,149 shares; 2024Q4: 27,149 shares; 2025Q1: 27,149 shares; 2025Q2: 27,149 shares; 2025Q3: 28,279 shares 28,279$37.3M35.6%+1,130Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,743 shares; 2024Q4: 59,743 shares; 2025Q1: 59,743 shares; 2025Q2: 59,743 shares; 2025Q3: 59,743 shares 59,743$28.5M27.19%0Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001844103-25-000012 base2025-11-14acceptance time not in the bulk data set