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
CarMax IncKMX$-11.5MTrimQ2 2024 13F$11M--$47.50
RH (1)RH$-10.8MTrimQ2 2024 13F$11M--$143.56
Aon PLCAON$-9.1MTrimQ2 2024 13F$9.1M--$328.69
O'Reilly Automotive IncORLY$-8.5MTrimQ2 2024 13F$8.5M$69.13$89.02
Markel CorpMKL$-7.1MTrimQ2 2024 13F$7.1M$1,552.86$1,847.87
SS&C Technologies Holdings IncSSNC$-6.7MExitQ2 2024 13F$6.7M--$68.20
Brookfield CorporationBN$-6.5MTrimQ2 2024 13F$6.5M--$44.23
CDW CorpCDW$-6.5MTrimQ2 2024 13F$6.5M--$114.19
Encore Capital Group, Inc.ECPG$-5.0MTrimQ2 2024 13F$5.0M--$81.85
NVR IncNVR$-4.8MTrimQ2 2024 13F$4.8M$7,647.13$6,828.62
Applied Materials, Inc. - Common StockAMAT$-3.6MTrimQ2 2024 13F$3.6M$214.68$592.92
TransDigm Group IncTDG$-3.5MTrimQ2 2024 13F$3.5M$1,282.14$1,206.28
Alphabet Cl CGOOG$-2.8MTrimQ2 2024 13F$2.8M$170.10$334.69
Brookfield Asset Management Ltd.BAM.TO$-2.6MTrimQ2 2024 13F$2.6M----
The Walt Disney CoDIS$-2.5MTrimQ2 2024 13F$2.5M$107.65$98.87
Danaher CorpDHR$-2.3MTrimQ2 2024 13F$2.3M--$183.53
American Tower CorpAMT$-2.2MTrimQ2 2024 13F$2.2M$186.91$174.46
Hilton Worldwide Holdings Inc. Common StockHLT$-2.0MTrimQ2 2024 13F$2.0M--$340.63
Broad Run trim Unmapped 13F securityPORTFOLIO$6.2M62k sharesTrimQ2 2024 13F$1.9M$99.41--
Shenandoah Telecommunications CompanySHEN$-1.4MTrimQ2 2024 13F$1.4M--$16.31
Cogent Communications Holdings, Inc.CCOI$-779.7KTrimQ2 2024 13F$780k--$21.62
Alphabet IncGOOGL$-521.4KTrimQ2 2024 13F$521k$168.57$337.39
Warner Music Group Corp.WMG$-392.5KTrimQ2 2024 13F$392k--$33.30
Broad Run trim Unmapped 13F securityPORTFOLIO$654k15.7k sharesTrimQ2 2024 13F$69k$41.59--
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