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Broad Run 13F Portfolio
BROAD RUN INVESTMENT MANAGEMENT, LLC
Latest SEC 13F filing: 2026-06-30
Broad Run runs BROAD RUN INVESTMENT MANAGEMENT, LLC and currently holds 24 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $649.75M. Their top holdings are ASTS, AMAT, SUNB, BN, MKL. The top five represent 58.3% of reported portfolio weight. Broad Run ranks #N/A out of 1000 investors tracked by Alpha Score. They trimmed 17 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
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Top 5 Holdings
ASTS19.9%
AMAT16.4%
SUNB7.9%
BN7.9%
MKL6.2%
Top 5: 58.3%
Portfolio Returns
1 Year
+31.78%
#0/10003 Year
+86.62%
#0/10005 Year
+79.55%
#0/1000Portfolio Value
$649.75M
Alpha Score
65.7
#0 of 1000
Holdings
24
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Broad Run Current 13F Holdings
Reported holdings from BROAD RUN INVESTMENT MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
24 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ASTS AST SPACEMOBILE INC | 19.91% | $8.53 | $59.86 | +601.76% | Trimmed -0.49% |
 AMAT APPLIED MATLS INC | 16.41% | $131.19 | $456.49 | +247.96% | Trimmed -0.54% |
 SUNB SUNBELT RENTALS HOLDINGS INC | 7.90% | $65.09 | $72.74 | +11.75% | Trimmed -0.35% |
 BN BROOKFIELD CORP | 7.89% | $20.97 | $38.21 | +82.20% | Trimmed -0.56% |
 MKL MARKEL CORP | 6.19% | $570.53 | $1,786.04 | +213.05% | Trimmed -0.63% |
 ORLY OREILLY AUTOMOTIVE INC | 5.34% | $7.92 | $85.82 | +983.59% | Trimmed -0.49% |
 AON AON PLC | 5.14% | $192.60 | $302.68 | +57.15% | Trimmed -0.50% |
 BAM BROOKFIELD ASSET MANAGMT LTD | 4.16% | $35.49 | $47.25 | +33.12% | Trimmed -0.15% |
 HLT HILTON WORLDWIDE HLDGS INC | 3.26% | $176.95 | $306.19 | +73.04% | Held |
 GOOG ALPHABET INC | 2.96% | $46.35 | $335.45 | +623.73% | Trimmed -2.03% |
Showing 1-10 of 24