Broad Run Investment Management

Latest statistics and disclosures from Broad Run Investment Management's latest quarterly 13F-HR filing:

Companies in the Broad Run Investment Management portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
American Tower Reit 10.52 1.11M -16% 221.13
CarMax (KMX) 10.25 2.72M -19% 88.00
O'reilly Automotive Inc 10.02 588083 -2% 398.51
Brookfield Asset Management (BAM.A) 10.01 4.41M -8% 53.09
Markel Corporation (MKL) 8.99 177901 -9% 1181.90
Aon 8.25 997052 -9% 193.57
American Woodmark Corporation (AMWD) 6.81 1.79M 88.91
Charles Schwab Corporation (SCHW) 6.35 3.55M 41.83
Hexcel Corporation (HXL) 5.80 1.65M -8% 82.13
Encore Capital (ECPG) 5.54 3.89M 33.32
NVR (NVR) 5.45 34273 -26% 3717.36
Alphabet Inc Class C cs 2.42 46356 1219.00
AMETEK (AME) 2.01 511027 -7% 91.82
Walt Disney Company (DIS) 1.75 314958 +41% 130.32
Marlin Business Services (MRLN) 1.30 1.21M 25.19
Ss&c Technologies Holding 0.93 423411 NEW 51.57
Facebook Inc cl a 0.84 110942 +7% 178.08
Mistras (MG) 0.68 971558 16.40
Camping World Hldgs 0.67 1.75M -29% 8.90
Drive Shack 0.57 3.12M 4.31
Sba Communications Corp Com stock 0.48 46799 -12% 241.16
AutoZone (AZO) 0.30 6522 1084.64
Alphabet Inc Class A cs 0.04 842 -3% 1220.90

Past 13F-HR SEC Filings by Broad Run Investment Management

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