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Broad Run
BROAD RUN INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-03-31
Broad Run runs BROAD RUN INVESTMENT MANAGEMENT, LLC and currently holds 24 stock positions, which is fewer than the average of 234 among the investors we track. The portfolio is valued at approximately $567.86M. Their top holdings are ASTS, AMAT, BN, SUNB, MKL. The top five represent 53.7% of reported portfolio weight. Broad Run ranks #729 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Broad Run initiated 1 new position. They added to 2 existing positions. They trimmed 14 positions. Their current best-performing preview position is SHEN with returns of +33.39%.
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24 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ASTS AST SPACEMOBILE INC | 21.35% | $8.53 | $56.55 | +562.95% | Trimmed -6.92% |
 AMAT APPLIED MATLS INC | 8.93% | $131.19 | $476.46 | +263.18% | Trimmed -5.59% |
 BN BROOKFIELD CORP | 8.63% | $35.64 | $42.37 | +18.88% | Trimmed -0.34% |
 SUNB SUNBELT RENTALS HOLDINGS INC | 7.78% | $65.09 | $75.51 | +16.01% | New Buy |
 MKL MARKEL CORP | 6.98% | $570.53 | $2,039.35 | +257.45% | Added +0.90% |
 ORLY OREILLY AUTOMOTIVE INC | 6.16% | $92.19 | $91.17 | -1.11% | Trimmed -5.03% |
 AON AON PLC | 5.75% | $192.60 | $381.26 | +97.95% | Trimmed -5.08% |
 BAM BROOKFIELD ASSET MANAGMT LTD | 4.72% | $35.49 | $48.05 | +35.39% | Added +49.65% |
 HLT HILTON WORLDWIDE HLDGS INC | 3.43% | $176.95 | $322.43 | +82.22% | Held |
 AMT AMERICAN TOWER CORP NEW | 3.21% | $85.84 | $171.50 | +99.79% | Trimmed -3.91% |
Showing 1-10 of 24