Investor
BRX Global LP
CIK 0001844103 · filed 2026-05-14 · SEC filing
13F book
$76.7M
Positions
3
Largest name
47.0%
Transdigm Group Inc · TDG
Est. mark
−$12M
Price effect on 3 names still held. Flow −$13.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Transdigm Group Inc | TDG | 31.1K | $36M | 47.0% | −$4.83M | Added−$1.57M |
| Moodys Corp | — | 74.9K | $32.7M | 42.6% | −$4.46M | Added$2.14M |
| Guidewire Software, Inc. | GWRE | 53.6K | $8.02M | 10.4% | −$2.76M | Cut−$26M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.