Broad Run Investment Management, LLC Top Holdings and 13F Report (2025) About Broad Run Investment Management, LLCInvestment ActivityBroad Run Investment Management, LLC has $599.02 million in total holdings as of March 31, 2025.Broad Run Investment Management, LLC owns shares of 24 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.40% of the portfolio was purchased this quarter.About 18.93% of the portfolio was sold this quarter.This quarter, Broad Run Investment Management, LLC has purchased 24 new stocks and bought additional shares in 0 stocks.Broad Run Investment Management, LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings AST SpaceMobile $85,416,647Brookfield $52,765,392AON $46,727,453Markel Group $45,633,441O'Reilly Automotive $45,173,545 Largest New Holdings this Quarter 759530108 - Relx $2,369,270 Holding Largest Purchases this Quarter Relx 47,000 shares (about $2.37M) Largest Sales this Quarter O'Reilly Automotive 13,978 shares (about $20.02M)American Tower 82,523 shares (about $17.96M)AON 44,091 shares (about $17.60M)Markel Group 8,448 shares (about $15.79M)CarMax 166,280 shares (about $12.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroad Run Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorASTSAST SpaceMobile$85,416,647$390,628 ▼-0.5%3,756,22914.3%Computer and TechnologyBNBrookfield$52,765,392$3,496,009 ▼-6.2%1,006,7818.8%FinanceAONAON$46,727,453$17,596,277 ▼-27.4%117,0857.8%FinanceMKLMarkel Group$45,633,441$15,794,465 ▼-25.7%24,4087.6%Multi-Sector ConglomeratesORLYO'Reilly Automotive$45,173,545$20,024,603 ▼-30.7%31,5337.5%Retail/WholesaleCCOICogent Communications$42,798,243$139,787 ▼-0.3%698,0637.1%Computer and TechnologyAMATApplied Materials$29,813,308$1,728,815 ▼-5.5%205,4395.0%Computer and TechnologyAMTAmerican Tower$27,833,651$17,957,005 ▼-39.2%127,9124.6%FinanceKMXCarMax$27,140,861$12,956,538 ▼-32.3%348,3174.5%Retail/WholesaleCDWCDW$24,472,503$3,012,567 ▼-11.0%152,7054.1%Computer and TechnologyECPGEncore Capital Group$22,647,459$9,877,439 ▼-30.4%660,6613.8%FinanceNVRNVR$22,450,365$470,885 ▼-2.1%3,0993.7%ConstructionBAMBrookfield Asset Management$21,930,989$873,796 ▼-3.8%452,6523.7%FinanceTDGTransDigm Group$17,707,495$1,373,607 ▼-7.2%12,8013.0%AerospaceRHRH$16,048,646$1,119,542 ▼-6.5%68,4642.7%Consumer StaplesHLTHilton Worldwide$15,618,804$2,785,212 ▼-15.1%68,6392.6%Consumer DiscretionaryDHRDanaher$14,541,6750.0%70,9352.4%MedicalGOOGAlphabet$14,298,170$302,305 ▼-2.1%91,5202.4%Computer and TechnologySHENShenandoah Telecommunications$11,735,050$591 ▼0.0%933,5762.0%UtilitiesDISWalt Disney$5,660,297$129,296 ▼-2.2%57,3490.9%Consumer DiscretionaryFNDFloor & Decor$4,989,1400.0%62,0000.8%Retail/WholesaleRELXRelx$2,369,270$2,369,270 ▲New Holding47,0000.4%Computer and TechnologyBROOKFIELD WEALTH SOL LTD$820,3220.0%15,7210.1%CL A EXCHANGEABGOOGLAlphabet$425,8790.0%2,7540.1%Computer and TechnologyWMGWarner Music Group$0$3,335,631 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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