BR
Broad Run disclosed increased in DANAHER CORPORATION
Broad Run filed a 13F change in DANAHER CORPORATION (235851102) on 2025-11-14, covering period end 2025-09-30.
Action
Increased
Capital
$14,063,573 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 2025-11-14 for period end 2025-09-30.
$610.9M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
292554102 ENCORE CAP GROUP INC | Reduced | -$19.3M | $1.5M | 3.15% |
19239V302 COGENT COMMUNICATIONS HLDGS | Reduced | -$8.0M | $24.7M | 1.31% |
143130102 CARMAX INC | Reduced | -$7.9M | $13.5M | 1.30% |
03027X100 AMERICAN TOWER CORP NEW | Reduced | -$5.0M | $21.6M | 0.82% |
570535104 MARKEL CORP | Reduced | -$4.3M | $39.3M | 0.71% |
67103H107 OREILLY AUTOMOTIVE INC | Increased | $3.5M | $43.1M | 0.57% |
12514G108 CDW CORP | Reduced | -$3.3M | $20.5M | 0.54% |
00217D100 AST SPACEMOBILE INC | Increased | $2.5M | $174.6M | 0.41% |
11271J107 BROOKFIELD CORP | Increased | $2.4M | $55.6M | 0.40% |
G0403H108 AON PLC | Reduced | -$2.4M | $38.0M | 0.39% |
893641100 TRANSDIGM GROUP INC | Reduced | -$2.2M | $14.2M | 0.36% |
02079K107 ALPHABET INC | Increased | $1.9M | $16.6M | 0.31% |
254687106 DISNEY WALT CO | Reduced | -$1.6M | $4.8M | 0.26% |
38222105 APPLIED MATLS INC | Increased | $1.6M | $33.2M | 0.26% |
62944T105 NVR INC | Increased | $811,050 | $22.4M | 0.13% |
82312B106 SHENANDOAH TELECOMMUNICATION | Reduced | -$527,169 | $12.0M | 0.09% |
74967X103 RH | Increased | $449,734 | $13.1M | 0.07% |
43300A203 HILTON WORLDWIDE HLDGS INC | Reduced | -$442,559 | $16.6M | 0.07% |
759530108 RELX PLC | Reduced | -$309,260 | $2.2M | 0.05% |
02079K305 ALPHABET INC | Increased | $145,725 | $616,259 | 0.02% |
339750101 FLOOR & DECOR HLDGS INC | Reduced | -$140,120 | $4.6M | 0.02% |
G17434104 BROOKFIELD WEALTH SOL LTD | Increased | $105,488 | $1.1M | 0.02% |
235851102 DANAHER CORPORATION | Increased | $51,073 | $14.1M | 0.01% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Increased | $5,140 | $23.0M | 0.00% |