Broad Run Investment Management, LLC: 13F holdings
CIK 15686212026Q2
| Positions | 24 |
|---|---|
| Reported value | $649.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ASTS AST SPACEMOBILE INC | 1,455,969 | $129.4m | 19.9% |
| AMAT APPLIED MATLS INC | 147,512 | $106.7m | 16.4% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 702,078 | $51.4m | 7.9% |
| BN BROOKFIELD CORP | 1,204,081 | $51.3m | 7.9% |
| MKL MARKEL CORP | 20,578 | $40.2m | 6.2% |
| ORLY OREILLY AUTOMOTIVE INC | 376,817 | $34.7m | 5.3% |
| AON PLC | 100,650 | $33.4m | 5.1% |
| BAM BROOKFIELD ASSET MANAGMT LTD | 602,709 | $27.0m | 4.2% |
| HLT HILTON WORLDWIDE HLDGS INC | 64,139 | $21.2m | 3.3% |
| GOOG ALPHABET INC | 54,423 | $19.2m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1568621")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.