Brx Global LP Portfolio Holdings

Brx Global LP

  • $105 Million
  • Q3 2025

Brx Global LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $105 Million distributed in 3 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Guidewire Software, Inc. with a value of $38.9M, Trans Digm Group Inc with a value of $37.3M, and Moodys Corp with a value of $28.5M.

Examining the 13F form we can see an decrease of $13.7M in the current position value, from $118M to 105M.

Brx Global LP is based out at New York, NY

Below you can find more details about Brx Global LP portfolio as well as his latest detailed transactions.

Portfolio value $105 Million
Technology: $38.9 Million
Industrials: $37.3 Million
Financial Services: $28.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.7B
$38.9 Million 37.21% of portfolio
169,447
Q3 2025 Reduced 15.31%
$72.7B
$37.3 Million 35.6% of portfolio
28,279
Q3 2025 Added 4.16%
$87.8B
$28.5 Million 27.19% of portfolio
59,743
Q2 2024 Added 9.87%

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $105 Million
  • Prior Value $118 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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