BR
Broad Run disclosed reduced in OREILLY AUTOMOTIVE INC
Broad Run filed a 13F change in OREILLY AUTOMOTIVE INC (67103H107) on 2025-08-14, covering period end 2025-06-30.
Action
Reduced
Capital
$39,580,499 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 2025-08-14 for period end 2025-06-30.
$652.8M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
00217D100 AST SPACEMOBILE INC | Increased | $86.7M | $172.1M | 13.28% |
19239V302 COGENT COMMUNICATIONS HLDGS | Reduced | -$10.1M | $32.7M | 1.55% |
G0403H108 AON PLC | Reduced | -$6.3M | $40.4M | 0.97% |
143130102 CARMAX INC | Reduced | -$5.8M | $21.4M | 0.88% |
67103H107 OREILLY AUTOMOTIVE INC | Reduced | -$5.6M | $39.6M | 0.86% |
74967X103 RH | Reduced | -$3.4M | $12.7M | 0.52% |
570535104 MARKEL CORP | Reduced | -$2.0M | $43.6M | 0.31% |
292554102 ENCORE CAP GROUP INC | Reduced | -$1.9M | $20.8M | 0.29% |
38222105 APPLIED MATLS INC | Increased | $1.8M | $31.7M | 0.28% |
43300A203 HILTON WORLDWIDE HLDGS INC | Increased | $1.5M | $17.1M | 0.22% |
893641100 TRANSDIGM GROUP INC | Reduced | -$1.3M | $16.4M | 0.20% |
03027X100 AMERICAN TOWER CORP NEW | Reduced | -$1.2M | $26.6M | 0.19% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Increased | $1.0M | $23.0M | 0.16% |
62944T105 NVR INC | Reduced | -$876,852 | $21.6M | 0.13% |
82312B106 SHENANDOAH TELECOMMUNICATION | Increased | $836,234 | $12.6M | 0.13% |
254687106 DISNEY WALT CO | Increased | $752,570 | $6.4M | 0.12% |
12514G108 CDW CORP | Reduced | -$708,067 | $23.8M | 0.11% |
235851102 DANAHER CORPORATION | Reduced | -$529,175 | $14.0M | 0.08% |
11271J107 BROOKFIELD CORP | Increased | $433,896 | $53.2M | 0.07% |
02079K107 ALPHABET INC | Increased | $409,412 | $14.7M | 0.06% |
339750101 FLOOR & DECOR HLDGS INC | Reduced | -$279,620 | $4.7M | 0.04% |
759530108 RELX PLC | Increased | $184,710 | $2.6M | 0.03% |
G17434104 BROOKFIELD WEALTH SOL LTD | Increased | $150,921 | $971,243 | 0.02% |
02079K305 ALPHABET INC | Increased | $44,655 | $470,534 | 0.01% |