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Broad Run 13F portfolio summary

Broad Run of BROAD RUN INVESTMENT MANAGEMENT, LLC has 24 current stock holdings with a reported portfolio value of $567.9M. The portfolio 1 year return is +22.77%. Top holdings include ASTS (21.35%), AMAT (8.93%), BN (8.63%), SUNB (7.78%), MKL (6.98%).

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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 496 among the investors we track. The portfolio is valued at approximately $567.86M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Broad Run ranks #43 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is SHEN (SHENANDOAH TELECOMMUNICATION) with returns of +33.39% from their average buy price, held for approximately 16.0 quarters. Over the past year, Broad Run's portfolio at BROAD RUN INVESTMENT MANAGEMENT, LLC has delivered returns of +22.77%. Their 3-year annualized return is +61.96%. Looking at the 5-year horizon, Broad Run has achieved +49.70% annualized returns at BROAD RUN INVESTMENT MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.77%
#36/75
3 Year
+61.96%
#43/75
5 Year
+49.70%
#45/75

Portfolio Value

$567.86M

Alpha Score

43.0

#43 of 75

Holdings

24

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change