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.

Biggest Losses

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Cogent Communications Holdings, Inc.CCOI · Q1 2026$18.84$11.71-$5M-37.8%$8M
Shenandoah Telecommunications CompanySHEN · Q1 2026$15.42$12.27-$3M-20.4%$11M
AST SpaceMobile, Inc.ASTS · Q1 2026$82.87$66.57-$24M-19.7%$97M
O'Reilly Automotive IncORLY · Q1 2026$92.31$86.25-$2M-6.56%$33M
American Tower CorpAMT · Q1 2026$172.58$168.92-$386k-2.12%$18M
NVR IncNVR · Q1 2026$6,589.83$6,497.57-$247k-1.4%$17M
The Walt Disney CompanyDIS · Q1 2026$96.38$96.22-$5.4k-0.16%$3M