BRX Global LP — 13F holdings

BRX Global LP reported 3 holdings worth $81.9M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TDG TRANSDIGM GROUP INC — $41.4M (50.6%)
2. MCO MOODYS CORP — $33.9M (41.4%)
3. GWRE GUIDEWIRE SOFTWARE INC — $6.60M (8.1%)