Stock Taper 
BROAD RUN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AST SpaceMobile, Inc. | ASTS | 1.46M | $129.38M |
 Brookfield Corporation | BN | 1.2M | $51.28M |
 Sunbelt Rentals Holdings Inc | SUNB | 702.08K | $51.35M |
 Cogent Communications Holdings, Inc. | CCOI | 660.13K | $9.16M |
 Shenandoah Telecommunications Company | SHEN | 658.57K | $9.93M |
 Brookfield Asset Management Ltd. | BAM | 602.71K | $27.03M |
 O'Reilly Automotive, Inc. | ORLY | 376.82K | $34.7M |
 CarMax, Inc. | KMX | 283.23K | $14.98M |
 Applied Materials, Inc. | AMAT | 147.51K | $106.65M |
 CDW Corporation | CDW | 124.31K | $17.48M |
 American Tower Corporation | AMT | 105K | $17.18M |
 Aon plc | AON | 100.65K | $33.38M |
 Danaher Corporation | DHR | 70.94K | $13.51M |
 Hilton Worldwide Holdings Inc. | HLT | 64.14K | $21.2M |
 Rh | RH | 62.36K | $10.27M |
 Floor & Decor Holdings, Inc. | FND | 62K | $3.68M |
 Alphabet Inc. | GOOG | 54.42K | $19.23M |
 RELX Plc | RELX | 47K | $1.49M |
 The Walt Disney Company | DIS | 33.56K | $3.23M |
 Markel Corporation | MKL | 20.58K | $40.19M |