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
Cogent Communications Holdings, Inc.CCOI$-10.1MTrimQ2 2025 13F$10M--$21.62
Aon PLCAON$-6.3MTrimQ2 2025 13F$6.3M--$328.69
CarMax IncKMX$-5.8MTrimQ2 2025 13F$5.8M--$47.50
O'Reilly Automotive IncORLY$-5.6MTrimQ2 2025 13F$5.6M$91.25$89.02
RH (1)RH$-3.4MTrimQ2 2025 13F$3.4M--$143.56
Markel CorpMKL$-2.0MTrimQ2 2025 13F$2.0M$1,875.11$1,847.87
Encore Capital Group, Inc.ECPG$-1.9MTrimQ2 2025 13F$1.9M--$81.85
Applied Materials, Inc. - Common StockAMAT$1.8MAddQ2 2025 13F$1.8M$158.25$592.92
Hilton Worldwide Holdings Inc. Common StockHLT$1.5MAddQ2 2025 13F$1.5M--$340.63
TransDigm Group IncTDG$-1.3MTrimQ2 2025 13F$1.3M$1,404.17$1,206.28
American Tower CorpAMT$-1.2MTrimQ2 2025 13F$1.2M$215.92$174.46
Brookfield Asset Management Ltd.BAM.TO$1.0MAddQ2 2025 13F$1.0M----
NVR IncNVR$-876.9KTrimQ2 2025 13F$877k$7,168.22$6,828.62
Shenandoah Telecommunications CompanySHEN$836.2KAddQ2 2025 13F$836k--$16.31
The Walt Disney CoDIS$752.6KAddQ2 2025 13F$753k$103.82$98.87
CDW CorpCDW$-708.1KTrimQ2 2025 13F$708k--$114.19
Danaher CorpDHR$-529.2KTrimQ2 2025 13F$529k$195.91$183.53
Brookfield CorporationBN$433.9KAddQ2 2025 13F$434k--$44.23
Alphabet Cl CGOOG$409.4KAddQ2 2025 13F$409k$165.11$334.69
Broad Run trim Unmapped 13F securityPORTFOLIO$4.7M62k sharesTrimQ2 2025 13F$280k$75.96--
Broad Run add Unmapped 13F securityPORTFOLIO$2.6M47k sharesAddQ2 2025 13F$185k$54.34--
Broad Run add Unmapped 13F securityPORTFOLIO$971k15.7k sharesAddQ2 2025 13F$151k$61.78--
Alphabet IncGOOGL$44.7KAddQ2 2025 13F$45k$163.55$337.39
Encore Capital Group, Inc.ECPG$-22.7MTrimQ1 2025 13F$23M--$81.85
CarMax IncKMX$-14.9MTrimQ1 2025 13F$15M--$47.50
RH (1)RH$-12.8MTrimQ1 2025 13F$13M--$143.56
Cogent Communications Holdings, Inc.CCOI$-11.2MTrimQ1 2025 13F$11M--$21.62
Aon PLCAON$-11.2MTrimQ1 2025 13F$11M--$328.69
Markel CorpMKL$-11.1MTrimQ1 2025 13F$11M$1,839.75$1,847.87
American Tower CorpAMT$-10.8MTrimQ1 2025 13F$11M$196.17$174.46
Brookfield CorporationBN$-8.9MTrimQ1 2025 13F$8.9M--$44.23
O'Reilly Automotive IncORLY$-8.8MTrimQ1 2025 13F$8.8M$86.99$89.02
AST SpaceMobile, Inc.ASTS$5.8MAddQ1 2025 13F$5.8M--$71.45
Applied Materials, Inc. - Common StockAMAT$-5.5MTrimQ1 2025 13F$5.5M$168.16$592.92
CDW CorpCDW$-5.4MTrimQ1 2025 13F$5.4M--$114.19
Hilton Worldwide Holdings Inc. Common StockHLT$-4.4MTrimQ1 2025 13F$4.4M--$340.63
Brookfield Asset Management Ltd.BAM.TO$-3.6MTrimQ1 2025 13F$3.6M----
Alphabet Cl CGOOG$-3.5MTrimQ1 2025 13F$3.5M$183.12$334.69
NVR IncNVR$-3.4MTrimQ1 2025 13F$3.4M$7,605.45$6,828.62
Warner Music Group Corp.WMG$-3.3MExitQ1 2025 13F$3.3M--$33.30
Broad Run other Unmapped 13F securityPORTFOLIO$2.4M47k sharesOtherQ1 2025 13F$2.4M$50.41--
Danaher CorpDHR$-1.7MTrimQ1 2025 13F$1.7M$203.59$183.53
Broad Run trim Unmapped 13F securityPORTFOLIO$5.0M62k sharesTrimQ1 2025 13F$1.2M$80.47--
The Walt Disney CoDIS$-871.3KTrimQ1 2025 13F$871k$107.47$98.87
TransDigm Group IncTDG$226.6KAddQ1 2025 13F$227k$1,333.33$1,206.28
Alphabet IncGOOGL$-95.5KTrimQ1 2025 13F$95k$181.36$337.39
Broad Run trim Unmapped 13F securityPORTFOLIO$820k15.7k sharesTrimQ1 2025 13F$83k$52.18--
Shenandoah Telecommunications CompanySHEN$-37.9KTrimQ1 2025 13F$38k--$16.31
AST SpaceMobile, Inc.ASTS$-19.7MTrimQ4 2024 13F$20M--$71.45
American Tower CorpAMT$-18.7MTrimQ4 2024 13F$19M$207.21$174.46
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