Broad Run Investment Management as of Dec. 31, 2025
Portfolio Holdings for Broad Run Investment Management
Broad Run Investment Management holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ast Spacemobile Com Cl A (ASTS) | 21.2 | $114M | 1.6M | 72.63 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 10.4 | $56M | 1.2M | 45.89 | |
| Markel Corporation (MKL) | 8.2 | $44M | 21k | 2149.65 | |
| Applied Materials (AMAT) | 7.5 | $40M | 157k | 256.99 | |
| Aon Shs Cl A (AON) | 7.0 | $38M | 107k | 352.88 | |
| O'reilly Automotive (ORLY) | 6.8 | $36M | 399k | 91.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $21M | 68k | 313.80 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 3.9 | $21M | 403k | 52.39 | |
| NVR (NVR) | 3.8 | $20M | 2.8k | 7292.77 | |
| American Tower Reit (AMT) | 3.6 | $19M | 110k | 175.57 | |
| Hilton Worldwide Holdings (HLT) | 3.4 | $18M | 64k | 287.25 | |
| Cdw (CDW) | 3.2 | $17M | 126k | 136.20 | |
| Danaher Corporation (DHR) | 3.0 | $16M | 71k | 228.92 | |
| TransDigm Group Incorporated (TDG) | 2.7 | $14M | 11k | 1329.85 | |
| Cogent Communications Hldgs Com New (CCOI) | 2.7 | $14M | 664k | 21.56 | |
| Rh (RH) | 2.1 | $11M | 64k | 179.15 | |
| CarMax (KMX) | 2.0 | $11M | 286k | 38.64 | |
| Shenandoah Telecommunications Company (SHEN) | 1.9 | $10M | 891k | 11.56 | |
| Walt Disney Company (DIS) | 0.8 | $4.5M | 40k | 113.77 | |
| Floor & Decor Hldgs Cl A (FND) | 0.7 | $3.8M | 62k | 60.89 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $2.8M | 19k | 148.69 | |
| Relx Sponsored Adr (RELX) | 0.4 | $1.9M | 47k | 40.42 | |
| Brookfield Wealth Sol Cl A Exchangeab (BNT) | 0.2 | $1.1M | 24k | 45.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $794k | 2.5k | 313.00 |
