BROAD RUN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASTS | 1.46M | $121.25M |
 | BN | 1.21M | $49.00M |
 | SHEN | 878K | $13.54M |
 | SUNB | 705K | $44.20M |
 | CCOI | 663K | $12.49M |
 | BAM | 604K | $26.83M |
 | ORLY | 379K | $34.96M |
 | KMX | 284K | $11.82M |
 | AMAT | 148K | $50.69M |
 | CDW | 125K | $15.08M |
 | AMT | 106K | $18.22M |
 | AON | 101K | $32.65M |
 | DHR | 71K | $13.45M |
 | HLT | 64K | $19.50M |
 | RH | 63K | $8.74M |
 | FND | 62K | $3.15M |
 | GOOG | 56K | $15.94M |
 | RELX | 47K | $1.56M |
 | DIS | 34K | $3.30M |
 | BNT | 24K | $976.25K |
AST SpaceMobile, Inc.
ASTS
Shares Held
1.46M
Value
$121.25M
Brookfield Corporation
BN
Shares Held
1.21M
Value
$49.00M
Shenandoah Telecommunications Company
SHEN
Shares Held
878K
Value
$13.54M
Sunbelt Rentals Holdings Inc
SUNB
Shares Held
705K
Value
$44.20M
Cogent Communications Holdings, Inc.
CCOI
Shares Held
663K
Value
$12.49M
Brookfield Asset Management Ltd.
BAM
Shares Held
604K
Value
$26.83M
O'Reilly Automotive, Inc.
ORLY
Shares Held
379K
Value
$34.96M
CarMax, Inc.
KMX
Shares Held
284K
Value
$11.82M
Applied Materials, Inc.
AMAT
Shares Held
148K
Value
$50.69M
CDW Corporation
CDW
Shares Held
125K
Value
$15.08M
American Tower Corporation
AMT
Shares Held
106K
Value
$18.22M
Aon plc
AON
Shares Held
101K
Value
$32.65M
Danaher Corporation
DHR
Shares Held
71K
Value
$13.45M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
64K
Value
$19.50M
Rh
RH
Shares Held
63K
Value
$8.74M
Floor & Decor Holdings, Inc.
FND
Shares Held
62K
Value
$3.15M
Alphabet Inc.
GOOG
Shares Held
56K
Value
$15.94M
RELX Plc
RELX
Shares Held
47K
Value
$1.56M
The Walt Disney Company
DIS
Shares Held
34K
Value
$3.30M
Brookfield Wealth Solutions Ltd.
BNT
Shares Held
24K
Value
$976.25K