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Broad Run

Broad Run Investment Management, LLC

Period:  Q4, 2025
Filed Date:  Feb 17, 2026
Reported Date:  Dec 31, 2025
No. of Stocks:  24
Portfolio Value:  538.47M
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

ASTS - Ast spacemobile inc

21.201%Reduced 55.82%1.57M114.16M$72.630

BN - Brookfield corp

10.354%Add 49.81%1.21M55.75M$45.890

MKL - Markel group inc.

8.194%Reduced 0.11%20.525K44.12M$2149.650

AMAT - Applied materials inc

7.498%Reduced 3.15%157.103K40.37M$256.990

AON - Aon plc

6.984%Reduced 0.05%106.567K37.61M$352.880

ORLY - O'reilly automotive inc

6.754%Reduced 0.21%398.754K36.37M$91.210

GOOG - Alphabet inc

3.958%Reduced 0.43%67.914K21.31M$313.800

BAM - Brookfield asset management ltd.

3.924%Reduced 0.06%403.356K21.13M$52.390

NVR - Nvr inc

3.769%Reduced 0.11%278320.30M$7292.770

AMT - American tower corp

3.583%Reduced 2.14%109.875K19.29M$175.570

HLT - Hilton worldwide holdings inc

3.422%64.139K18.42M$287.250

CDW - Cdw corp

3.183%Reduced 2.09%125.837K17.14M$136.200

DHR - Danaher corp

3.016%70.935K16.24M$228.920

TDG - Transdigm group inc

2.668%10.801K14.36M$1329.850

CCOI - Cogent communications holdings inc

2.657%Add 3.05%663.7K14.31M$21.560

RH - Rh

2.114%Reduced 1.62%63.554K11.39M$179.150

KMX - Carmax inc

2.049%Reduced 4.85%285.542K11.03M$38.640

SHEN - Shenandoah telecommunications co

1.913%Reduced 0.71%891.096K10.30M$11.560

DIS - Walt disney co

0.841%Reduced 5.44%39.806K4.53M$113.769

FND - Floor & decor holdings, inc.

0.701%62K3.78M$60.890

ITOT - Ishares core s&p total u.s.

0.515%Buy18.657K2.77M$148.690

RELX - Relx plc

0.353%47K1.90M$40.420
Brookfield wealth sol ltd
0.201%Add 50.00%23.581K1.08M$45.950

GOOGL - Alphabet inc

0.147%2535793.455K$313.000