Institutions / Broad Run Investment Management, LLC
Broad Run Investment Management, LLC
CIK 1568621 · Institution · as of Dec 31, 2025
Portfolio value
$538.47M
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AST SpaceMobile, Inc. | $114.16M | 21.2% |
| Brookfield Corp | $55.75M | 10.4% |
| Markel Group Inc | $44.12M | 8.2% |
| Applied Materials Inc /De | $40.37M | 7.5% |
| Aon plc | $37.61M | 7.0% |
| O Reilly Automotive Inc | $36.37M | 6.8% |
| Alphabet Inc. | $21.31M | 4.0% |
| Brookfield Asset Managmt Ltd | $21.13M | 3.9% |
| Nvr Inc | $20.30M | 3.8% |
| American Tower Corp | $19.29M | 3.6% |
| Hilton Worldwide Holdings Inc. | $18.42M | 3.4% |
| CDW Corp | $17.14M | 3.2% |
| Danaher Corp /De | $16.24M | 3.0% |
| TransDigm Group Inc. | $14.36M | 2.7% |
| Cogent Communications Holdings, Inc. | $14.31M | 2.7% |
| Rh | $11.39M | 2.1% |
| CarMax Inc | $11.03M | 2.0% |
| Shenandoah Telecommunications CO/VA | $10.30M | 1.9% |
| Walt Disney Co | $4.53M | 0.8% |
| Floor & Decor Holdings Inc | $3.78M | 0.7% |
| iShares MSCI UAE ETF | $2.77M | 0.5% |
| Relx PLC | $1.90M | 0.4% |
| Brookfield Wealth Sol Ltd | $1.08M | 0.2% |
| Alphabet Inc. | $793.5K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.