Broad Run

Broad Run

Broad Run operates as a 13F manager, revealing its investment strategies through SEC filings. The firm has disclosed a total of 199 trades from August 14, 2024, to May 15, 2026, showcasing a mix of position increases, reductions, and exits. Notably, the largest move involved adding $86.7 million in AST SpaceMobile, Inc. (ASTS), while its portfolio reflects a concentration in sectors such as Communication Services and Financial Services.

Latest Trades

CompanyValueActionChangePriceLast Price
Sunbelt Rentals Holdings IncSUNB$44M704.5k sharesOtherQ1 2026 13F$44M$62.73$72.99
Applied Materials, Inc. - Common StockAMAT$51M148.3k sharesAddQ1 2026 13F$10M$336.38$525.70
AST SpaceMobile, Inc.ASTS$121M1.5M sharesAddQ1 2026 13F$7M$82.87$66.57
Brookfield CorporationBN$49M1.2M sharesTrimQ1 2026 13F$7M$44.32$44.30
Brookfield Asset Management Ltd.BAM.TO$27M603.6k sharesAddQ1 2026 13F$6M$44.45$52.39
Alphabet Inc.GOOG$16M55.6k sharesTrimQ1 2026 13F$5M$314.16$370.21
Aon plcAON$33M101.2k sharesTrimQ1 2026 13F$5M$324.18$355.15
Markel CorpMKL$40M20.7k sharesTrimQ1 2026 13F$4M$2,029.46$1,922.77
Shenandoah Telecommunications CompanySHEN$14M878.3k sharesAddQ1 2026 13F$3M$15.42$12.27
Danaher CorpDHR$13M70.9k sharesTrimQ1 2026 13F$3M$212.96$205.04
iShares Core S&P Total U.S. Stock Market ETFITOT$-2.8MExitQ1 2026 13F$3M$148.70$164.62
NVR IncNVR$18M2.7k sharesTrimQ1 2026 13F$3M$7,288.33$6,497.57
RH (1)RH$9M62.5k sharesTrimQ1 2026 13F$3M$134.51$190.26
CDW CorporationCDW$15M124.6k sharesTrimQ1 2026 13F$2M$126.36$130.86
TransDigm Group IncTDG$13M10.8k sharesTrimQ1 2026 13F$2M$1,310.87$1,207.42
Cogent Communications Holdings, Inc.CCOI$12M663.2k sharesTrimQ1 2026 13F$2M$18.84$11.71
O'Reilly Automotive IncORLY$35M378.7k sharesTrimQ1 2026 13F$1M$93.79$86.25
The Walt Disney CompanyDIS$3M34.3k sharesTrimQ1 2026 13F$1M$105.69$96.22
Hilton Worldwide Holdings IncHLT$20M64.1k sharesAddQ1 2026 13F$1M$306.04$323.26
American Tower CorpAMT$18M105.6k sharesTrimQ1 2026 13F$1M$179.93$168.92
CarMax IncKMX$12M284.4k sharesAddQ1 2026 13F$791k$43.78$58.47
Broad Run trim Unmapped 13F securityPORTFOLIO$3M62k sharesTrimQ1 2026 13F$626k$50.80--
Broad Run trim Unmapped 13F securityPORTFOLIO$2M47k sharesTrimQ1 2026 13F$342k$33.15--
Broad Run trim Unmapped 13F securityPORTFOLIO$976k23.6k sharesTrimQ1 2026 13F$107k$41.40--
Alphabet IncGOOGL$729k2.5k sharesTrimQ1 2026 13F$64k$314.21$370.92