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§ 13F · FUND PROFILE

BRX Global LP.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $105M (13F)Positions · 3Turnover · · Q1Filed · May 14, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1TDGTransdigm Group Inc31K$36M47.0%+10%
2MCOMoodys Corp75K$33M42.6%+25%
3GWREGuidewire Software Inc54K$8M10.4%−68%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE BRX SIGNAL

AC read

BRX Global LP is a Other fund managing $105 million in assets. The fund runs a focused portfolio of just 3 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
BRX Global LP 13F Holdings & Portfolio Analysis | Acid Capitalist