Broad Run Investment Management

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