Broad Run Investment Management as of Dec. 31, 2017
Portfolio Holdings for Broad Run Investment Management
Broad Run Investment Management holds 24 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 11.1 | $345M | 2.4M | 142.67 | |
| Markel Corporation (MKL) | 9.4 | $291M | 256k | 1139.13 | |
| Charles Schwab Corporation (SCHW) | 7.7 | $237M | 4.6M | 51.37 | |
| O'reilly Automotive (ORLY) | 7.5 | $233M | 968k | 240.54 | |
| Brookfield Asset Management | 7.5 | $232M | 5.3M | 43.54 | |
| CarMax (KMX) | 7.0 | $216M | 3.4M | 64.13 | |
| Aon | 6.2 | $193M | 1.4M | 134.00 | |
| American Woodmark Corporation (AMWD) | 6.1 | $189M | 1.4M | 130.25 | |
| Hexcel Corporation (HXL) | 5.9 | $184M | 3.0M | 61.85 | |
| Alphabet Inc Class C cs (GOOG) | 4.9 | $151M | 144k | 1046.40 | |
| Twenty-first Century Fox | 4.5 | $141M | 4.1M | 34.53 | |
| NVR (NVR) | 4.3 | $133M | 38k | 3508.22 | |
| Gaming & Leisure Pptys (GLPI) | 4.2 | $129M | 3.5M | 37.00 | |
| Encore Capital (ECPG) | 3.9 | $121M | 2.9M | 42.10 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $74M | 70k | 1053.40 | |
| Henry Schein (HSIC) | 1.5 | $47M | 676k | 69.88 | |
| Ametek (AME) | 1.3 | $41M | 568k | 72.47 | |
| Penn National Gaming (PENN) | 1.2 | $38M | 1.2M | 31.33 | |
| Mistras (MG) | 1.2 | $37M | 1.6M | 23.47 | |
| Marlin Business Services | 0.9 | $27M | 1.2M | 22.40 | |
| Drive Shack (DSHK) | 0.5 | $16M | 2.9M | 5.53 | |
| Fox News | 0.4 | $12M | 361k | 34.12 | |
| Sba Communications Corp (SBAC) | 0.2 | $7.5M | 46k | 163.36 | |
| AutoZone (AZO) | 0.1 | $4.3M | 6.0k | 711.33 |
