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 Holdings
| Holding | Reported Value | Weight | Shares | Last Price | Est. Value | Return |
|---|---|---|---|---|---|---|
| $121M | 21% | 1.5M | $66.57 | $97M | -19.7% | |
| $51M | 8.9% | 148.3k | $525.70 | $78M | +53.8% | |
| $49M | 8.6% | 1.2M | $44.30 | $54M | +9.46% | |
| $44M | 7.8% | 704.5k | $72.99 | $51M | +16.4% | |
| $40M | 7% | 20.7k | $1,922.77 | $40M | +0.45% | |
| $35M | 6.2% | 378.7k | $86.25 | $33M | -6.56% | |
| $33M | 5.7% | 101.2k | $355.15 | $36M | +10% | |
| $27M | 4.7% | 603.6k | $52.39 | $32M | +17.9% | |
| $20M | 3.4% | 64.1k | $323.26 | $21M | +6.31% | |
| $18M | 3.2% | 105.6k | $168.92 | $18M | -2.12% | |
| $18M | 3.1% | 2.7k | $6,497.57 | $17M | -1.4% | |
| $16M | 2.8% | 55.6k | $370.21 | $21M | +29.1% | |
| $15M | 2.7% | 124.6k | $130.86 | $16M | +8.13% | |
| $14M | 2.4% | 878.3k | $12.27 | $11M | -20.4% | |
| $13M | 2.4% | 70.9k | $205.04 | $15M | +8.14% | |
| $13M | 2.2% | 10.8k | $1,207.42 | $13M | +4.18% | |
| $12M | 2.2% | 663.2k | $11.71 | $8M | -37.8% | |
| $12M | 2.1% | 284.4k | $58.47 | $17M | +40.6% | |
| $9M | 1.5% | 62.5k | $190.26 | $12M | +36.1% | |
| $3M | 0.6% | 34.3k | $96.22 | $3M | -0.16% | |
| $3M | 0.6% | 62k | -- | -- | -- | |
| $2M | 0.3% | 47k | -- | -- | -- | |
| $976k | 0.2% | 23.6k | -- | -- | -- | |
| $729k | 0.1% | 2.5k | $370.92 | $940k | +29% |