BRX Global LP

Est. AUM

$76.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Transdigm Group Inc	COM	$36.0M	31097	46.98%	SOLE
2	Moodys Corp	COM	$32.7M	74868	42.57%	SOLE
3	Guidewire Software Inc	COM	$8.0M	53601	10.45%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.