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 Wins
| Position | Reported Price | Last Price | Est. P/L | Return | Est. Value |
|---|---|---|---|---|---|
| $341.79 | $525.70 | +$27M | +53.8% | $78M | |
| $41.58 | $58.47 | +$5M | +40.6% | $17M | |
| $139.82 | $190.26 | +$3M | +36.1% | $12M | |
| $286.86 | $370.21 | +$5M | +29.1% | $21M | |
| $287.56 | $370.92 | +$211k | +29% | $940k | |
| $44.45 | $52.39 | +$5M | +17.9% | $32M | |
| $62.73 | $72.99 | +$7M | +16.4% | $51M | |
| $322.78 | $355.15 | +$3M | +10% | $36M | |
| $40.47 | $44.30 | +$5M | +9.46% | $54M | |
| $189.60 | $205.04 | +$1M | +8.14% | $15M | |
| $121.02 | $130.86 | +$1M | +8.13% | $16M | |
| $304.08 | $323.26 | +$1M | +6.31% | $21M | |
| $1,158.96 | $1,207.42 | +$523k | +4.18% | $13M | |
| $1,914.07 | $1,922.77 | +$180k | +0.45% | $40M |