BR
Broad Run disclosed increased in BROOKFIELD ASSET MANAGMT LTD
Broad Run filed a 13F change in BROOKFIELD ASSET MANAGMT LTD (113004105) on 2025-02-14, covering period end 2024-12-31.
Action
Increased
Capital
$25,506,529 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
24 changes from Broad Run, filed 2025-02-14 for period end 2024-12-31.
$736.0M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
00217D100 AST SPACEMOBILE INC | Reduced | -$19.7M | $79.6M | 2.68% |
03027X100 AMERICAN TOWER CORP NEW | Reduced | -$18.7M | $38.6M | 2.53% |
143130102 CARMAX INC | Reduced | -$10.0M | $42.1M | 1.36% |
12514G108 CDW CORP | Reduced | -$9.2M | $29.8M | 1.25% |
38222105 APPLIED MATLS INC | Reduced | -$9.0M | $35.3M | 1.22% |
11271J107 BROOKFIELD CORP | Reduced | -$7.3M | $61.7M | 0.99% |
62944T105 NVR INC | Reduced | -$5.4M | $25.9M | 0.74% |
292554102 ENCORE CAP GROUP INC | Reduced | -$4.9M | $45.3M | 0.67% |
570535104 MARKEL CORP | Increased | $4.8M | $56.7M | 0.65% |
67103H107 OREILLY AUTOMOTIVE INC | Reduced | -$4.0M | $54.0M | 0.54% |
235851102 DANAHER CORPORATION | Reduced | -$3.4M | $16.3M | 0.47% |
74967X103 RH | Reduced | -$3.0M | $28.8M | 0.41% |
893641100 TRANSDIGM GROUP INC | Reduced | -$2.2M | $17.5M | 0.30% |
02079K107 ALPHABET INC | Increased | $1.7M | $17.8M | 0.23% |
339750101 FLOOR & DECOR HLDGS INC | Reduced | -$1.5M | $6.2M | 0.21% |
82312B106 SHENANDOAH TELECOMMUNICATION | Reduced | -$1.5M | $11.8M | 0.20% |
G0403H108 AON PLC | Reduced | -$800,928 | $57.9M | 0.11% |
254687106 DISNEY WALT CO | Increased | $706,117 | $6.5M | 0.10% |
43300A203 HILTON WORLDWIDE HLDGS INC | Increased | $563,744 | $20.0M | 0.08% |
19239V302 COGENT COMMUNICATIONS HLDGS | Increased | $300,982 | $54.0M | 0.04% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Increased | $198,765 | $25.5M | 0.03% |
G17434104 BROOKFIELD WEALTH SOL LTD | Increased | $67,286 | $903,014 | 0.01% |
02079K305 ALPHABET INC | Increased | $64,581 | $521,332 | 0.01% |
934550203 WARNER MUSIC GROUP CORP | Reduced | -$32,280 | $3.3M | 0.00% |