The Analysis of Broad Run Investment Management, LLC's Holdings

Currently, Broad Run Investment Management, LLC holds 24 types of securities in its portfolio with a total value $610.9M. In the most recent quarter, they have decreased their positions in ECPG (-500.4K shares, valued at $20.9M), ASTS (-125.0K shares, valued at $6.1M), ORLY (-39.6K shares, valued at $4.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ASTS AST SPACEMOBILE INC3.6M shares-3.39%2025-09-302025-11-14

BN BROOKFIELD CORP811.0K shares-5.71%2025-09-302025-11-14

ORLY OREILLY AUTOMOTIVE INC399.6K shares-9.01%2025-09-302025-11-14

MKL MARKEL CORP20.5K shares-5.86%2025-09-302025-11-14

AON AON PLC106.6K shares-5.85%2025-09-302025-11-14

AMAT APPLIED MATLS INC162.2K shares-6.18%2025-09-302025-11-14

CCOI COGENT COMMUNICATIONS HLDGS644.0K shares-4.99%2025-09-302025-11-14

BAM BROOKFIELD ASSET MANAGMT LTD403.6K shares-2.89%2025-09-302025-11-14

Sponsored

NVR NVR INC2.8K shares-4.62%2025-09-302025-11-14

AMT AMERICAN TOWER CORP NEW112.3K shares-6.67%2025-09-302025-11-14

CDW CDW CORP128.5K shares-3.42%2025-09-302025-11-14

HLT HILTON WORLDWIDE HLDGS INC64.1K shares0.00%2025-09-302025-11-14

GOOG ALPHABET INC68.2K shares-17.73%2025-09-302025-11-14

TDG TRANSDIGM GROUP INC10.8K shares0.00%2025-09-302025-11-14

DHR DANAHER CORPORATION70.9K shares0.00%2025-09-302025-11-14

KMX CARMAX INC300.1K shares-5.65%2025-09-302025-11-14

Sponsored

RH RH64.6K shares-3.66%2025-09-302025-11-14

SHEN SHENANDOAH TELECOMMUNICATION897.5K shares-2.48%2025-09-302025-11-14

DIS DISNEY WALT CO42.1K shares-18.60%2025-09-302025-11-14

FND FLOOR & DECOR HLDGS INC62.0K shares0.00%2025-09-302025-11-14

RELX RELX PLC47.0K shares0.00%2025-09-302025-11-14

ECPG ENCORE CAP GROUP INC35.7K shares-93.33%2025-09-302025-11-14

BNT BROOKFIELD WEALTH SOL LTD15.7K shares0.00%2025-09-302025-11-14

GOOGL ALPHABET INC2.5K shares-5.06%2025-09-302025-11-14