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BRX Global LP
Hedge Fund • Value
BRX Global LP is a Value-focused Hedge Fund based in Greenwich, CT led by Brian David Jackelow, reporting $208.0M in AUM as of Q3 2025 with 37% Technology concentration, with only 3 positions, and 37% allocation to GWRE.
CFOBrian David Jackelow
- Portfolio Value
- $104.7M
- Positions
- 3
- Top Holding
- GWRE at 37.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BRX Global LP's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $38.9M | 37.21% | -$7.0M Sold | 0.20% 169.4K shares | |
Aerospace & Defense Industrials | $37.3M | 35.60% | +$1.5M Bought | 0.05% 28.3K shares | |
Financial - Data & Stock Exchanges Financial Services | $28.5M | 27.19% | — | 0.03% 59.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BRX Global LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
Increased Positions
| Position | Shares Δ |
|---|---|
+4.16% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-15.31% |
Analytics
Portfolio insights and performance metrics for BRX Global LP
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