Universe · entity
Broad Run Investment Management, LLC
Institutional manager (13F) · CIK 1568621
13F holdings · as of 2026-03-31 · top 24 · reported portfolio $568M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AST SPACEMOBILE INC | $121M | 1,463,094 |
| 2 | APPLIED MATLS INC | $51M | 148,320 |
| 3 | BROOKFIELD CORP | $49M | 1,210,847 |
| 4 | SUNBELT RENTALS HOLDINGS INC | $44M | 704,530 |
| 5 | MARKEL CORP | $40M | 20,709 |
| 6 | OREILLY AUTOMOTIVE INC | $35M | 378,688 |
| 7 | AON PLC | $33M | 101,157 |
| 8 | BROOKFIELD ASSET MANAGMT LTD | $27M | 603,637 |
| 9 | HILTON WORLDWIDE HLDGS INC | $20M | 64,139 |
| 10 | AMERICAN TOWER CORP NEW | $18M | 105,578 |
| 11 | NVR INC | $18M | 2,673 |
| 12 | ALPHABET INC | $16M | 55,551 |
| 13 | CDW CORP | $15M | 124,611 |
| 14 | SHENANDOAH TELECOMMUNICATION | $14M | 878,264 |
| 15 | DANAHER CORPORATION | $13M | 70,935 |
| 16 | TRANSDIGM GROUP INC | $13M | 10,801 |
| 17 | COGENT COMMUNICATIONS HLDGS | $12M | 663,200 |
| 18 | CARMAX INC | $12M | 284,385 |
| 19 | RH | $9M | 62,534 |
| 20 | DISNEY WALT CO | $3M | 34,270 |
| 21 | FLOOR & DECOR HLDGS INC | $3M | 62,000 |
| 22 | RELX PLC | $2M | 47,000 |
| 23 | BROOKFIELD WEALTH SOL LTD | $976k | 23,581 |
| 24 | ALPHABET INC | $729k | 2,535 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.