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.
Latest Holdings
| Holding | Reported Value | Weight | Shares | Current Price | Est. Value | Return |
|---|---|---|---|---|---|---|
| $121M | 21% | 1.5M | $71.45 | $105M | -13.8% | |
| $51M | 8.9% | 148k | $592.92 | $88M | +73.5% | |
| $49M | 8.6% | 1.2M | $44.23 | $54M | +9.29% | |
| $44M | 7.8% | 705k | $79.04 | $56M | +26.0% | |
| $40M | 7.0% | 21k | $1,847.87 | $38M | -3.46% | |
| $35M | 6.2% | 379k | $89.02 | $34M | -3.56% | |
| $33M | 5.7% | 101k | $328.69 | $33M | +1.83% | |
| $27M | 4.7% | 604k | -- | -- | -- | |
| $20M | 3.4% | 64k | $340.63 | $22M | +12.0% | |
| $18M | 3.2% | 106k | $174.46 | $18M | +1.09% | |
| $18M | 3.1% | 2.7k | $6,828.62 | $18M | +3.62% | |
| $16M | 2.8% | 56k | $334.69 | $19M | +16.7% | |
| $15M | 2.7% | 125k | $114.19 | $14M | -5.64% | |
| $14M | 2.4% | 878k | $16.31 | $14M | +5.77% | |
| $13M | 2.4% | 71k | $183.53 | $13M | -3.20% | |
| $13M | 2.2% | 11k | $1,206.28 | $13M | +4.08% | |
| $12M | 2.2% | 663k | $21.62 | $14M | +14.8% | |
| $12M | 2.1% | 284k | $47.50 | $14M | +14.2% | |
| $8.7M | 1.5% | 63k | $143.56 | $9.0M | +2.67% | |
| $3.3M | 0.6% | 34k | $98.87 | $3.4M | +2.59% | |
| $3.1M | 0.6% | 62k | -- | -- | -- | |
| $1.6M | 0.3% | 47k | -- | -- | -- | |
| $976k | 0.2% | 24k | -- | -- | -- | |
| $729k | 0.1% | 2.5k | $337.39 | $855k | +17.3% |