Broad Run Investment Management as of March 31, 2026
Portfolio Holdings for Broad Run Investment Management
Broad Run Investment Management holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ast Spacemobile Com Cl A (ASTS) | 21.4 | $121M | 1.5M | 82.87 | |
| Applied Materials (AMAT) | 8.9 | $51M | 148k | 341.79 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 8.6 | $49M | 1.2M | 40.47 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 7.8 | $44M | 705k | 62.73 | |
| Markel Corporation (MKL) | 7.0 | $40M | 21k | 1914.07 | |
| O'reilly Automotive (ORLY) | 6.2 | $35M | 379k | 92.31 | |
| Aon Shs Cl A (AON) | 5.7 | $33M | 101k | 322.78 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 4.7 | $27M | 604k | 44.45 | |
| Hilton Worldwide Holdings (HLT) | 3.4 | $20M | 64k | 304.08 | |
| American Tower Reit (AMT) | 3.2 | $18M | 106k | 172.58 | |
| NVR (NVR) | 3.1 | $18M | 2.7k | 6589.83 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $16M | 56k | 286.86 | |
| Cdw (CDW) | 2.7 | $15M | 125k | 121.02 | |
| Shenandoah Telecommunications Company (SHEN) | 2.4 | $14M | 878k | 15.42 | |
| Danaher Corporation (DHR) | 2.4 | $13M | 71k | 189.60 | |
| TransDigm Group Incorporated (TDG) | 2.2 | $13M | 11k | 1158.96 | |
| Cogent Communications Hldgs Com New (CCOI) | 2.2 | $13M | 663k | 18.84 | |
| CarMax (KMX) | 2.1 | $12M | 284k | 41.58 | |
| Rh (RH) | 1.5 | $8.7M | 63k | 139.82 | |
| Walt Disney Company (DIS) | 0.6 | $3.3M | 34k | 96.38 | |
| Floor & Decor Hldgs Cl A (FND) | 0.6 | $3.1M | 62k | 50.80 | |
| Relx Sponsored Adr (RELX) | 0.3 | $1.6M | 47k | 33.15 | |
| Brookfield Wealth Sol Cl A Exchangeab (BNT) | 0.2 | $976k | 24k | 41.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $729k | 2.5k | 287.56 |
