Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRX Global LP (CIK 1844103) reported $76.7M across 3 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TDG ($36.0M, 46.98%), MCO ($32.7M, 42.57%), GWRE ($8.0M, 10.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group Inc | $36.0M | 46.98% | 31,097 | Added |
| 2 | MCO | Moodys Corp | $32.7M | 42.57% | 74,868 | Added |
| 3 | GWRE | Guidewire Software Inc | $8.0M | 10.45% | 53,601 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31