Broad Run

Broad Run

Broad Run is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Broad Run portfolio page tracks Broad Run holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Broad Run owns and how disclosed positions change over time. Broad Run's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Applied Materials, Inc. - Common Stock (AMAT), Hilton Worldwide Holdings Inc. Common Stock (HLT), and Alphabet Cl A (GOOGL). Investors use Broad Run 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Portfolio Moves

CompanyPortfolio ValuePortfolio ChangePosition ChangeAvg Buy PriceCurrent Price
Applied Materials, Inc. - Common StockAMAT$51M148.3k sharesAddQ1 2026 13F$10M$336.38$492.17
Hilton Worldwide Holdings Inc. Common StockHLT$20M64.1k sharesAddQ1 2026 13F$1.1M$306.04$340.63
Alphabet Cl AGOOGL$729k2.5k sharesTrimQ1 2026 13F$64k$314.21$363.31
Applied Materials, Inc. - Common StockAMAT$40M157.1k sharesAddQ4 2025 13F$7.2M$239.74$492.17
Hilton Worldwide Holdings Inc. Common StockHLT$18M64.1k sharesAddQ4 2025 13F$1.8M$292.36$340.63

Portfolio Move History

CompanyPortfolio ValuePortfolio ChangePosition ChangeAvg Buy PriceCurrent Price
Applied Materials, Inc. - Common StockAMAT$40M157.1k sharesAddQ4 2025 13F$7.2M$239.74$492.17
Hilton Worldwide Holdings Inc. Common StockHLT$18M64.1k sharesAddQ4 2025 13F$1.8M$292.36$340.63
Alphabet Cl AGOOGL$793k2.5k sharesAddQ4 2025 13F$177k$285.73$363.31
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