Holdings
Broad Run Investment Management, LLC
As of Jun 30, 2026, Broad Run Investment Management, LLC reported 22 positions worth US$616M. Largest: Ast Spacemobile, Inc., Applied Materials, Inc. and Sunbelt Rentals Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ast Spacemobile, Inc. | 1.46M | US$129M | −7,125 | Jun 30, 2026 |
| Applied Materials, Inc. | 148K | US$107M | −808 | Jun 30, 2026 |
| Sunbelt Rentals Holdings, Inc. | 702K | US$51.4M | −2,452 | Jun 30, 2026 |
| Brookfield Corporation | 1.2M | US$51.3M | −6,766 | Jun 30, 2026 |
| Markel Group Inc. | 20,578 | US$40.2M | −131 | Jun 30, 2026 |
| O'reilly Automotive, Inc. | 377K | US$34.7M | −1,871 | Jun 30, 2026 |
| Brookfield Asset Management Inc | 603K | US$27M | −928 | Jun 30, 2026 |
| Hilton Worldwide Holdings Inc. | 64,139 | US$21.2M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 56,343 | US$20.1M | −1,608 | Jun 30, 2026 |
| Nvr, Inc. | 2,662 | US$18.1M | −11 | Jun 30, 2026 |