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BRX Global LP

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13F filer, CIK 1844103, GREENWICH, CT

BRX Global LP reported $76,717,910 across 3 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844103-26-000003

Period
2026-03-31
Reported value
$76.7M
Holdings
3
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MCOadded+15,125$6.6M
TDGadded+2,818$3.27M

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-115,846-$17.3M

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, Q1 2026

Share positions as resolved from 13F-HR 0001844103-26-000003, largest first. % of portfolio is the value over $76,717,910, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,149 shares; 2024Q4: 27,149 shares; 2025Q1: 27,149 shares; 2025Q2: 27,149 shares; 2025Q3: 28,279 shares; 2025Q4: 28,279 shares; 2026Q1: 31,097 shares 31,097$36M46.98%+2,818Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,743 shares; 2024Q4: 59,743 shares; 2025Q1: 59,743 shares; 2025Q2: 59,743 shares; 2025Q3: 59,743 shares; 2025Q4: 59,743 shares; 2026Q1: 74,868 shares 74,868$32.7M42.57%+15,125Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,862 shares; 2024Q4: 242,862 shares; 2025Q1: 223,476 shares; 2025Q2: 200,082 shares; 2025Q3: 169,447 shares; 2025Q4: 169,447 shares; 2026Q1: 53,601 shares 53,601$8.02M10.45%-115,846Timeline

How Q1 2026 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 0001844103-26-000003 base2026-05-14acceptance time not in the bulk data set