Fund HoldingsBRX Global LP

Total Portfolio Value
$76.72M
Total Bought
$3.71M
Total Sold
$26.04M
Net Transaction
-$22.34M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Moodys Corp(MCO)59,74374,868+15,12530,52032,66142.57%+2,141
Transdigm Group Inc(TDG)28,27931,097+2,81837,60736,04046.98%-1,567
Guidewire Software Inc(GWRE)169,44753,601-115,84634,0618,01710.45%-26,044
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