13f Filing
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Most Owned Stocks
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Broad Run
Broad Run Investment Management, LLC
Period:
Q3, 2025
Filed Date:
Nov 14, 2025
Reported Date:
Sep 30, 2025
No. of Stocks:
24
Portfolio Value:
610.93M
SEC Reference
Holding
Activity
Stock
% of portfoliio
Activity
Shares
Value
Recent Price
Ast spacemobile inc
28.579%
Reduced 3.39%
3.56M
174.60M
$49.080
Brookfield corp
9.104%
Reduced 5.71%
811.015K
55.62M
$68.580
Oreilly automotive inc
7.052%
Reduced 9.01%
399.595K
43.08M
$107.810
Markel corp
6.428%
Reduced 5.86%
20.547K
39.27M
$1911.360
Aon plc
6.223%
Reduced 5.85%
106.617K
38.02M
$356.580
Applied matls inc
5.436%
Reduced 6.18%
162.214K
33.21M
$204.740
Cogent communications hldgs
4.043%
Reduced 4.99%
644.03K
24.70M
$38.350
Brookfield asset managmt ltd
3.762%
Reduced 2.89%
403.61K
22.98M
$56.940
Nvr inc
3.664%
Reduced 4.62%
2786
22.38M
$8034.660
American tower corp new
3.534%
Reduced 6.67%
112.276K
21.59M
$192.320
Cdw corp
3.351%
Reduced 3.42%
128.518K
20.47M
$159.280
Hilton worldwide hldgs inc
2.724%
64.139K
16.64M
$259.440
Alphabet inc
2.719%
Reduced 17.73%
68.209K
16.61M
$243.550
Transdigm group inc
2.330%
10.801K
14.24M
$1318.020
Danaher corporation
2.302%
70.935K
14.06M
$198.260
Carmax inc
2.204%
Reduced 5.65%
300.111K
13.47M
$44.870
Rh
2.148%
Reduced 3.66%
64.603K
13.12M
$203.160
Shenandoah telecommunication
1.971%
Reduced 2.48%
897.475K
12.04M
$13.420
Disney walt co
0.789%
Reduced 18.60%
42.094K
4.82M
$114.499
Floor & decor hldgs inc
0.748%
62K
4.57M
$73.700
Relx plc
0.367%
47K
2.24M
$47.760
Encore cap group inc
0.244%
Reduced 93.33%
35.733K
1.49M
$41.740
Brookfield wealth sol ltd
0.176%
15.721K
1.08M
$68.490
Alphabet inc
0.101%
Reduced 5.06%
2535
616.259K
$243.100