BR
Broad Run disclosed increased in APPLIED MATLS INC
Broad Run filed a 13F change in APPLIED MATLS INC (38222105) on 2026-02-17, covering period end 2025-12-31.
Action
Increased
Capital
$40,373,900 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
25 changes from Broad Run, filed 2026-02-17 for period end 2025-12-31.
$538.5M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
00217D100 AST SPACEMOBILE INC | Reduced | -$60.4M | $114.2M | 11.22% |
19239V302 COGENT COMMUNICATIONS HLDGS | Reduced | -$10.4M | $14.3M | 1.93% |
38222105 APPLIED MATLS INC | Increased | $7.2M | $40.4M | 1.33% |
67103H107 OREILLY AUTOMOTIVE INC | Reduced | -$6.7M | $36.4M | 1.25% |
570535104 MARKEL CORP | Increased | $4.8M | $44.1M | 0.90% |
02079K107 ALPHABET INC | Increased | $4.7M | $21.3M | 0.87% |
12514G108 CDW CORP | Reduced | -$3.3M | $17.1M | 0.62% |
464287150 ISHARES TR | New | $2.8M | $2.8M | 0.52% |
143130102 CARMAX INC | Reduced | -$2.4M | $11.0M | 0.45% |
03027X100 AMERICAN TOWER CORP NEW | Reduced | -$2.3M | $19.3M | 0.43% |
235851102 DANAHER CORPORATION | Increased | $2.2M | $16.2M | 0.40% |
62944T105 NVR INC | Reduced | -$2.1M | $20.3M | 0.39% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Reduced | -$1.8M | $21.1M | 0.34% |
43300A203 HILTON WORLDWIDE HLDGS INC | Increased | $1.8M | $18.4M | 0.33% |
82312B106 SHENANDOAH TELECOMMUNICATION | Reduced | -$1.7M | $10.3M | 0.32% |
74967X103 RH | Reduced | -$1.7M | $11.4M | 0.32% |
292554102 ENCORE CAP GROUP INC | Sold out | -$1.5M | $0 | 0.28% |
339750101 FLOOR & DECOR HLDGS INC | Reduced | -$794,220 | $3.8M | 0.15% |
G0403H108 AON PLC | Reduced | -$412,127 | $37.6M | 0.08% |
759530108 RELX PLC | Reduced | -$344,980 | $1.9M | 0.06% |
254687106 DISNEY WALT CO | Reduced | -$291,034 | $4.5M | 0.05% |
02079K305 ALPHABET INC | Increased | $177,196 | $793,455 | 0.03% |
11271J107 BROOKFIELD CORP | Increased | $135,243 | $55.8M | 0.03% |
893641100 TRANSDIGM GROUP INC | Increased | $127,776 | $14.4M | 0.02% |
G17434104 BROOKFIELD WEALTH SOL LTD | Increased | $6,816 | $1.1M | 0.00% |