Broad Run Investment
Broad Run Investment Management · SEC CIK 1568621
Long horizon, low turnover, high conviction.
Q1 2026
Latest 13F
$567.86M
Filed US book
24
Positions
Largest holdings, as filed
Top 15 of 24 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| AST SPACEMOBILE INC | ASTS | $121.25M | 21.4% |
| APPLIED MATLS INC | AMAT | $50.69M | 8.9% |
| BROOKFIELD CORP | BN | $49.00M | 8.6% |
| SUNBELT RENTALS HOLDINGS INC | SUNB | $44.20M | 7.8% |
| MARKEL CORP | MKL | $39.64M | 7.0% |
| OREILLY AUTOMOTIVE INC | ORLY | $34.96M | 6.2% |
| AON PLC | $32.65M | 5.8% | |
| BROOKFIELD ASSET MANAGMT LTD | BAM | $26.83M | 4.7% |
| HILTON WORLDWIDE HLDGS INC | HLT | $19.50M | 3.4% |
| AMERICAN TOWER CORP NEW | AMT | $18.22M | 3.2% |
| NVR INC | NVR | $17.61M | 3.1% |
| ALPHABET INC | GOOG | $15.94M | 2.8% |
| CDW CORP | CDW | $15.08M | 2.7% |
| SHENANDOAH TELECOMMUNICATION | SHEN | $13.54M | 2.4% |
| DANAHER CORPORATION | DHR | $13.45M | 2.4% |
Inside the app: the full book for Broad Run Investment Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.