13f Filing
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Most Owned Stocks
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Broad Run
Broad Run Investment Management, LLC
Period:
Q1, 2026
Filed Date:
May 15, 2026
Reported Date:
Mar 31, 2026
No. of Stocks:
24
Portfolio Value:
567.86M
SEC Reference
Holding
Activity
Stock
% of portfoliio
Activity
Shares
Value
Recent Price
ASTS - Ast spacemobile inc
21.351%
Reduced 6.92%
1.46M
121.25M
$82.870
AMAT - Applied materials inc
8.927%
Reduced 5.59%
148.32K
50.69M
$341.790
BN - Brookfield corp
8.629%
Reduced 0.34%
1.21M
49.00M
$40.470
Sunbelt rentals holdings inc
7.783%
Buy
704.53K
44.20M
$62.732
MKL - Markel group inc.
6.980%
Add 0.90%
20.709K
39.64M
$1914.070
ORLY - O'reilly automotive inc
6.156%
Reduced 5.03%
378.688K
34.96M
$92.310
AON - Aon plc
5.750%
Reduced 5.08%
101.157K
32.65M
$322.780
BAM - Brookfield asset management ltd.
4.725%
Add 49.65%
603.637K
26.83M
$44.450
HLT - Hilton worldwide holdings inc
3.435%
64.139K
19.50M
$304.080
AMT - American tower corp
3.209%
Reduced 3.91%
105.578K
18.22M
$172.580
NVR - Nvr inc
3.102%
Reduced 3.95%
2673
17.61M
$6589.830
GOOG - Alphabet inc
2.806%
Reduced 18.20%
55.551K
15.94M
$286.860
CDW - Cdw corp
2.656%
Reduced 0.97%
124.611K
15.08M
$121.020
SHEN - Shenandoah telecommunications co
2.385%
Reduced 1.44%
878.264K
13.54M
$15.420
DHR - Danaher corp
2.368%
70.935K
13.45M
$189.600
TDG - Transdigm group inc
2.204%
10.801K
12.52M
$1158.960
CCOI - Cogent communications holdings inc
2.200%
Reduced 0.08%
663.2K
12.49M
$18.840
KMX - Carmax inc
2.082%
Reduced 0.41%
284.385K
11.82M
$41.580
RH - Rh
1.540%
Reduced 1.60%
62.534K
8.74M
$139.820
DIS - Walt disney co
0.582%
Reduced 13.91%
34.27K
3.30M
$96.379
FND - Floor & decor holdings, inc.
0.555%
62K
3.15M
$50.800
RELX - Relx plc
0.274%
47K
1.56M
$33.150
Brookfield wealth sol ltd
0.172%
23.581K
976.253K
$41.400
GOOGL - Alphabet inc
0.128%
2535
728.965K
$287.560