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 Sunbelt Rentals Holdings Inc (SUNB), Applied Materials, Inc. - Common Stock (AMAT), AST SpaceMobile, Inc. (ASTS), Brookfield Corporation (BN), and Brookfield Asset Management Ltd. (BAM.TO). 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.

History Trades

CompanyValueActionChangePriceCurrent Price
AST SpaceMobile, Inc.ASTS$-60.4MTrimQ4 2025 13F$60M--$71.45
Cogent Communications Holdings, Inc.CCOI$-10.4MTrimQ4 2025 13F$10M--$21.62
Applied Materials, Inc. - Common StockAMAT$7.2MAddQ4 2025 13F$7.2M$239.74$592.92
O'Reilly Automotive IncORLY$-6.7MTrimQ4 2025 13F$6.7M$97.70$89.02
Markel CorpMKL$4.8MAddQ4 2025 13F$4.8M$2,025.92$1,847.87
Alphabet Cl CGOOG$4.7MAddQ4 2025 13F$4.7M$286.47$334.69
CDW CorpCDW$-3.3MTrimQ4 2025 13F$3.3M$145.21$114.19
iShares Core S&P Total U.S. Stock Market ETFITOT$2.8MOtherQ4 2025 13F$2.8M--$164.05
CarMax IncKMX$-2.4MTrimQ4 2025 13F$2.4M--$47.50
American Tower CorpAMT$-2.3MTrimQ4 2025 13F$2.3M$181.97$174.46
Danaher CorpDHR$2.2MAddQ4 2025 13F$2.2M$214.99$183.53
NVR IncNVR$-2.1MTrimQ4 2025 13F$2.1M$7,476.40$6,828.62
Brookfield Asset Management Ltd.BAM.TO$-1.8MTrimQ4 2025 13F$1.8M----
Hilton Worldwide Holdings Inc. Common StockHLT$1.8MAddQ4 2025 13F$1.8M$292.36$340.63
Shenandoah Telecommunications CompanySHEN$-1.7MTrimQ4 2025 13F$1.7M--$16.31
RH (1)RH$-1.7MTrimQ4 2025 13F$1.7M--$143.56
Encore Capital Group, Inc.ECPG$-1.5MExitQ4 2025 13F$1.5M--$81.85
Broad Run trim Unmapped 13F securityPORTFOLIO$3.8M62k sharesTrimQ4 2025 13F$794k$60.89--
Aon PLCAON$-412.1KTrimQ4 2025 13F$412k$341.14$328.69
Broad Run trim Unmapped 13F securityPORTFOLIO$1.9M47k sharesTrimQ4 2025 13F$345k$40.42--
The Walt Disney CoDIS$-291.0KTrimQ4 2025 13F$291k$110.13$98.87
Alphabet IncGOOGL$177.2KAddQ4 2025 13F$177k$285.73$337.39
Brookfield CorporationBN$135.2KAddQ4 2025 13F$135k--$44.23
TransDigm Group IncTDG$127.8KAddQ4 2025 13F$128k$1,310.75$1,206.28
Broad Run add Unmapped 13F securityPORTFOLIO$1.1M23.6k sharesAddQ4 2025 13F$6.8k$45.95--
Encore Capital Group, Inc.ECPG$-19.3MTrimQ3 2025 13F$19M--$81.85
Cogent Communications Holdings, Inc.CCOI$-8.0MTrimQ3 2025 13F$8.0M--$21.62
CarMax IncKMX$-7.9MTrimQ3 2025 13F$7.9M$61.38$47.50
American Tower CorpAMT$-5.0MTrimQ3 2025 13F$5.0M$208.34$174.46
Markel CorpMKL$-4.3MTrimQ3 2025 13F$4.3M$1,960.42$1,847.87
O'Reilly Automotive IncORLY$3.5MAddQ3 2025 13F$3.5M$100.52$89.02
CDW CorpCDW$-3.3MTrimQ3 2025 13F$3.3M--$114.19
AST SpaceMobile, Inc.ASTS$2.5MAddQ3 2025 13F$2.5M--$71.45
Brookfield CorporationBN$2.4MAddQ3 2025 13F$2.4M--$44.23
Aon PLCAON$-2.4MTrimQ3 2025 13F$2.4M$362.58$328.69
TransDigm Group IncTDG$-2.2MTrimQ3 2025 13F$2.2M$1,429.54$1,206.28
Alphabet Cl CGOOG$1.9MAddQ3 2025 13F$1.9M$210.20$334.69
The Walt Disney CoDIS$-1.6MTrimQ3 2025 13F$1.6M$117.78$98.87
Applied Materials, Inc. - Common StockAMAT$1.6MAddQ3 2025 13F$1.6M$181.44$592.92
NVR IncNVR$811.0KAddQ3 2025 13F$811k$7,950.13$6,828.62
Shenandoah Telecommunications CompanySHEN$-527.2KTrimQ3 2025 13F$527k--$16.31
RH (1)RH$449.7KAddQ3 2025 13F$450k--$143.56
Hilton Worldwide Holdings Inc. Common StockHLT$-442.6KTrimQ3 2025 13F$443k$263.70$340.63
Broad Run trim Unmapped 13F securityPORTFOLIO$2.2M47k sharesTrimQ3 2025 13F$309k$47.76--
Alphabet IncGOOGL$145.7KAddQ3 2025 13F$146k$209.46$337.39
Broad Run trim Unmapped 13F securityPORTFOLIO$4.6M62k sharesTrimQ3 2025 13F$140k$73.70--
Broad Run add Unmapped 13F securityPORTFOLIO$1.1M15.7k sharesAddQ3 2025 13F$105k$68.49--
Danaher CorpDHR$51.1KAddQ3 2025 13F$51k$194.47$183.53
Brookfield Asset Management Ltd.BAM.TO$5.1KAddQ3 2025 13F$5.1k----
AST SpaceMobile, Inc.ASTS$86.7MAddQ2 2025 13F$87M$24.84$71.45
Showing 1-50 of 174
Broad Run History Trades | TradingNote