BR
Broad Run disclosed new in SUNBELT RENTALS HOLDINGS INC
Broad Run filed a 13F change in SUNBELT RENTALS HOLDINGS INC (866966104) on 2026-05-15, covering period end 2026-03-31.
Action
New
Capital
$44,196,543 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 2026-05-15 for period end 2026-03-31.
$567.9M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
866966104 SUNBELT RENTALS HOLDINGS INC | New | $44.2M | $44.2M | 7.78% |
38222105 APPLIED MATLS INC | Increased | $10.3M | $50.7M | 1.82% |
00217D100 AST SPACEMOBILE INC | Increased | $7.1M | $121.2M | 1.25% |
11271J107 BROOKFIELD CORP | Reduced | -$6.8M | $49.0M | 1.19% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Increased | $5.7M | $26.8M | 1.00% |
02079K107 ALPHABET INC | Reduced | -$5.4M | $15.9M | 0.95% |
G0403H108 AON PLC | Reduced | -$5.0M | $32.7M | 0.87% |
570535104 MARKEL CORP | Reduced | -$4.5M | $39.6M | 0.79% |
82312B106 SHENANDOAH TELECOMMUNICATION | Increased | $3.2M | $13.5M | 0.57% |
235851102 DANAHER CORPORATION | Reduced | -$2.8M | $13.4M | 0.49% |
464287150 ISHARES TR | Sold out | -$2.8M | $0 | 0.49% |
62944T105 NVR INC | Reduced | -$2.7M | $17.6M | 0.47% |
74967X103 RH | Reduced | -$2.6M | $8.7M | 0.47% |
12514G108 CDW CORP | Reduced | -$2.1M | $15.1M | 0.36% |
893641100 TRANSDIGM GROUP INC | Reduced | -$1.8M | $12.5M | 0.33% |
19239V302 COGENT COMMUNICATIONS HLDGS | Reduced | -$1.8M | $12.5M | 0.32% |
67103H107 OREILLY AUTOMOTIVE INC | Reduced | -$1.4M | $35.0M | 0.25% |
254687106 DISNEY WALT CO | Reduced | -$1.2M | $3.3M | 0.22% |
43300A203 HILTON WORLDWIDE HLDGS INC | Increased | $1.1M | $19.5M | 0.19% |
03027X100 AMERICAN TOWER CORP NEW | Reduced | -$1.1M | $18.2M | 0.19% |
143130102 CARMAX INC | Increased | $791,385 | $11.8M | 0.14% |
339750101 FLOOR & DECOR HLDGS INC | Reduced | -$625,580 | $3.1M | 0.11% |
759530108 RELX PLC | Reduced | -$341,690 | $1.6M | 0.06% |
G17434104 BROOKFIELD WEALTH SOL LTD | Reduced | -$107,294 | $976,253 | 0.02% |
02079K305 ALPHABET INC | Reduced | -$64,490 | $728,965 | 0.01% |