Broad Run Investment Management as of March 31, 2013
Portfolio Holdings for Broad Run Investment Management
Broad Run Investment Management holds 23 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 9.4 | $80M | 104k | 769.20 | |
| CarMax (KMX) | 9.1 | $77M | 184k | 417.00 | |
| Penn National Gaming (PENN) | 9.0 | $76M | 140k | 544.29 | |
| O'reilly Automotive (ORLY) | 8.9 | $75M | 73k | 1024.39 | |
| Markel Corporation (MKL) | 8.2 | $69M | 14k | 5035.10 | |
| Bally Technologies | 7.2 | $61M | 117k | 519.69 | |
| News Corporation | 6.8 | $58M | 189k | 305.10 | |
| Aon | 5.5 | $47M | 76k | 615.00 | |
| 5.4 | $46M | 5.8k | 7942.30 | ||
| Charles Schwab Corporation (SCHW) | 4.2 | $36M | 202k | 176.90 | |
| World Fuel Services Corporation (WKC) | 4.0 | $34M | 86k | 397.19 | |
| Lamar Advertising Company | 3.6 | $31M | 63k | 485.79 | |
| Simpson Manufacturing (SSD) | 3.1 | $26M | 85k | 306.10 | |
| American Woodmark Corporation (AMWD) | 2.7 | $23M | 68k | 340.29 | |
| Encore Capital (ECPG) | 2.5 | $21M | 70k | 301.00 | |
| Roadrunner Transportation Services Hold. | 2.5 | $21M | 91k | 229.99 | |
| Henry Schein (HSIC) | 2.0 | $17M | 18k | 925.50 | |
| MICROS Systems | 1.3 | $11M | 24k | 455.08 | |
| Marlin Business Services | 1.2 | $11M | 46k | 231.89 | |
| T. Rowe Price (TROW) | 1.1 | $9.4M | 13k | 748.66 | |
| Uti Worldwide | 0.9 | $7.2M | 50k | 144.79 | |
| Diamond Hill Investment (DHIL) | 0.8 | $6.5M | 8.4k | 778.10 | |
| Dick's Sporting Goods (DKS) | 0.6 | $5.0M | 11k | 472.98 |
