BROAD RUN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASTS | 1.57M | $114.16M |
 | BN | 1.21M | $55.75M |
 | SHEN | 891K | $10.30M |
 | CCOI | 664K | $14.31M |
 | BAM | 403K | $21.13M |
 | ORLY | 399K | $36.37M |
 | KMX | 286K | $11.03M |
 | AMAT | 157K | $40.37M |
 | CDW | 126K | $17.14M |
 | AMT | 110K | $19.29M |
 | AON | 107K | $37.61M |
 | DHR | 71K | $16.24M |
 | GOOG | 68K | $21.31M |
 | HLT | 64K | $18.42M |
 | RH | 64K | $11.39M |
 | FND | 62K | $3.78M |
 | RELX | 47K | $1.90M |
 | DIS | 40K | $4.53M |
 | BNT | 24K | $1.08M |
 | MKL | 21K | $44.12M |
AST SpaceMobile, Inc.
ASTS
Shares Held
1.57M
Value
$114.16M
Brookfield Corporation
BN
Shares Held
1.21M
Value
$55.75M
Shenandoah Telecommunications Company
SHEN
Shares Held
891K
Value
$10.30M
Cogent Communications Holdings, Inc.
CCOI
Shares Held
664K
Value
$14.31M
Brookfield Asset Management Ltd.
BAM
Shares Held
403K
Value
$21.13M
O'Reilly Automotive, Inc.
ORLY
Shares Held
399K
Value
$36.37M
CarMax, Inc.
KMX
Shares Held
286K
Value
$11.03M
Applied Materials, Inc.
AMAT
Shares Held
157K
Value
$40.37M
CDW Corporation
CDW
Shares Held
126K
Value
$17.14M
American Tower Corporation
AMT
Shares Held
110K
Value
$19.29M
Aon plc
AON
Shares Held
107K
Value
$37.61M
Danaher Corporation
DHR
Shares Held
71K
Value
$16.24M
Alphabet Inc.
GOOG
Shares Held
68K
Value
$21.31M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
64K
Value
$18.42M
Rh
RH
Shares Held
64K
Value
$11.39M
Floor & Decor Holdings, Inc.
FND
Shares Held
62K
Value
$3.78M
RELX Plc
RELX
Shares Held
47K
Value
$1.90M
The Walt Disney Company
DIS
Shares Held
40K
Value
$4.53M
Brookfield Wealth Solutions Ltd.
BNT
Shares Held
24K
Value
$1.08M
Markel Corporation
MKL
Shares Held
21K
Value
$44.12M