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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
American Tower Reit 11.58 1.33M -14% 197.06
CarMax (KMX) 10.49 3.39M -4% 69.80
O'reilly Automotive Inc 10.42 605915 -7% 388.30
Brookfield Asset Management (BAM.A) 9.98 4.83M -12% 46.65
Markel Corporation (MKL) 8.69 196877 -4% 996.24
Aon 8.36 1.11M -14% 170.70
Charles Schwab Corporation (SCHW) 6.61 3.49M -11% 42.76
American Woodmark Corporation (AMWD) 6.61 1.81M -3% 82.63
NVR (NVR) 5.69 46453 -11% 2766.99
Hexcel Corporation (HXL) 5.54 1.81M -28% 69.16
Encore Capital (ECPG) 4.67 3.88M 27.23
Alphabet Inc Class C cs 2.38 45844 -2% 1173.31
AMETEK (AME) 2.03 552544 -6% 82.97
Camping World Hldgs 1.52 2.47M 13.91
Marlin Business Services (MRLN) 1.16 1.22M 21.50
Walt Disney Company (DIS) 1.09 222009 NEW 111.03
Facebook Inc cl a 0.77 103638 -2% 166.69
Drive Shack 0.63 3.18M -2% 4.49
Mistras (MG) 0.59 971558 13.81
Sba Communications Corp Com stock 0.47 53645 -11% 199.66
AutoZone (AZO) 0.30 6522 -6% 1024.07
Fox Corporation 0.23 147133 NEW 35.88
Fox Corp 0.12 75252 NEW 36.72
Alphabet Inc Class A cs 0.05 873 1176.40

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

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