BROAD RUN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASTS | 3.56M | $174.60M |
 | SHEN | 897K | $12.04M |
 | BN | 811K | $55.62M |
 | CCOI | 644K | $24.70M |
 | BAM | 404K | $22.98M |
 | ORLY | 400K | $43.08M |
 | KMX | 300K | $13.47M |
 | AMAT | 162K | $33.21M |
 | CDW | 129K | $20.47M |
 | AMT | 112K | $21.59M |
 | AON | 107K | $38.02M |
 | DHR | 71K | $14.06M |
 | GOOG | 68K | $16.61M |
 | RH | 65K | $13.12M |
 | HLT | 64K | $16.64M |
 | FND | 62K | $4.57M |
 | RELX | 47K | $2.24M |
 | DIS | 42K | $4.82M |
 | ECPG | 36K | $1.49M |
 | MKL | 21K | $39.27M |
AST SpaceMobile, Inc.
ASTS
Shares Held
3.56M
Value
$174.60M
Shenandoah Telecommunications Company
SHEN
Shares Held
897K
Value
$12.04M
Brookfield Corporation
BN
Shares Held
811K
Value
$55.62M
Cogent Communications Holdings, Inc.
CCOI
Shares Held
644K
Value
$24.70M
Brookfield Asset Management Ltd.
BAM
Shares Held
404K
Value
$22.98M
O'Reilly Automotive, Inc.
ORLY
Shares Held
400K
Value
$43.08M
CarMax, Inc.
KMX
Shares Held
300K
Value
$13.47M
Applied Materials, Inc.
AMAT
Shares Held
162K
Value
$33.21M
CDW Corporation
CDW
Shares Held
129K
Value
$20.47M
American Tower Corporation
AMT
Shares Held
112K
Value
$21.59M
Aon plc
AON
Shares Held
107K
Value
$38.02M
Danaher Corporation
DHR
Shares Held
71K
Value
$14.06M
Alphabet Inc.
GOOG
Shares Held
68K
Value
$16.61M
Rh
RH
Shares Held
65K
Value
$13.12M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
64K
Value
$16.64M
Floor & Decor Holdings, Inc.
FND
Shares Held
62K
Value
$4.57M
RELX Plc
RELX
Shares Held
47K
Value
$2.24M
The Walt Disney Company
DIS
Shares Held
42K
Value
$4.82M
Encore Capital Group, Inc.
ECPG
Shares Held
36K
Value
$1.49M
Markel Corporation
MKL
Shares Held
21K
Value
$39.27M