account_balance
Investment manager · 13F filer · SEC CIK 1568621
Broad Run Investment Management, LLC
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Reported value$650Mas of Jun 30, 2026
Positions24 0 new, 0 sold out
Top 10 weight79.2%ASTS alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ASTSAST SpaceMobile, Inc.
19.9%
AMATApplied Materials Inc
16.4%
SUNBSunbelt Rentals Holdings, Inc.
7.9%
BNBrookfield Corp
7.9%
MKLMarkel Group Inc.
6.2%
ORLYO'Reilly Automotive Inc
5.3%
AONAon PLC
5.1%
BAMBrookfield Asset Management Ltd.
4.2%
HLTHilton Worldwide Holdings Inc.
3.3%
GOOGAlphabet Inc.
3.0%
NVRNVR Inc
2.8%
CDWCDW Corp
2.7%
ASTSAST SpaceMobile, Inc.
19.9%
AMATApplied Materials Inc
16.4%
SUNBSunbelt Rentals Holdings, Inc.
7.9%
BNBrookfield Corp
7.9%
MKLMarkel Group Inc.
6.2%
ORLYO'Reilly Automotive Inc
5.3%
AONAon PLC
5.1%
BAM4.2%HLT3.3%GOOGNVR2.8%CDW2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ASTS AST SpaceMobile, Inc. 19.9% HeldAMAT Applied Materials Inc 16.4% HeldSUNB Sunbelt Rentals Holdings, Inc. 7.9% HeldBN Brookfield Corp 7.9% HeldMKL Markel Group Inc. 6.2% HeldORLY O'Reilly Automotive Inc 5.3% HeldAON Aon PLC 5.1% HeldBAM Brookfield Asset Management Ltd. 4.2% HeldHLT Hilton Worldwide Holdings Inc. 3.3% HeldGOOG Alphabet Inc. 3.0% Trimmed −2%NVR NVR Inc 2.8% HeldCDW CDW Corp 2.7% Held
What changed
Biggest moves since Mar 31, 2026
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