Brx Global LP Portfolio Holdings

Brx Global LP

$135 Million
Q1 2025

Brx Global LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Million distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Guidewire Software, Inc. with a value of $41.9M, Trans Digm Group Inc with a value of $37.6M, Moodys Corp with a value of $27.8M, and Amazon Com Inc with a value of $27.4M.

Examining the 13F form we can see an decrease of $6.82M in the current position value, from $141M to 135M.

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 $135 Million

Technology: $41.9 Million

Industrials: $37.6 Million

Financial Services: $27.8 Million

Consumer Cyclical: $27.4 Million

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
GWRE Guidewire Software, Inc. Technology	$18.7B	$41.9 Million 31.09% of portfolio	223,476	Q1 2025 Reduced 7.98%
TDG Trans Digm Group Inc Industrials	$85.4B	$37.6 Million 27.89% of portfolio	27,149	Q4 2022 Reduced 40.38%
MCO Moodys Corp Financial Services	$92.2B	$27.8 Million 20.66% of portfolio	59,743	Q2 2024 Added 9.87%
AMZN Amazon Com Inc Consumer Cyclical	$2.3T	$27.4 Million 20.36% of portfolio	144,121	Q1 2025 Reduced 16.49%

Summary

Portfolio
No. of Stocks 4
Current Value $135 Million
Prior Value $141 Million
Filing
Period Q1 2025
Filing Date May 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 0 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brx Global LP, based on Form 13F filings with the SEC.

News

Stay updated on Brx Global LP with notifications on news.

Account