Broad Run Investment Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Broad Run Investment Management, LLC held in its portfolio 24 assets valued at $538,467,385 (i.e. $538.47M).

The most valuable assets in the portfolio included: AST SPACEMOBILE INC ($114.16M), BROOKFIELD CORP ($55.76M), and MARKEL CORP ($44.12M).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Broad Run Investment Management, LLC Portfolio

AST SPACEMOBILE INC

BROOKFIELD CORP

MARKEL CORP

APPLIED MATLS INC

AON PLC

OREILLY AUTOMOTIVE INC

ALPHABET INC

BROOKFIELD ASSET MANAGMT LTD

NVR INC

AMERICAN TOWER CORP NEW

Broad Run Investment Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
AST SPACEMOBILE INC	1571837	114162521	COM CL A
BROOKFIELD CORP	1214963	55754652	CL A LTD VT SH
MARKEL CORP	20525	44121566	COM
APPLIED MATLS INC	157103	40373900	COM
AON PLC	106567	37605363	SHS CL A
OREILLY AUTOMOTIVE INC	398754	36370352	COM
ALPHABET INC	67914	21311413	CAP STK CL C
BROOKFIELD ASSET MANAGMT LTD	403356	21131821	CL A LMT VTG SHS
NVR INC	2783	20295779	COM
AMERICAN TOWER CORP NEW	109875	19290754	COM
HILTON WORLDWIDE HLDGS INC	64139	18423928	COM
CDW CORP	125837	17138999	COM
DANAHER CORPORATION	70935	16238440	COM
TRANSDIGM GROUP INC	10801	14363710	COM
COGENT COMMUNICATIONS HLDGS	663700	14309372	COM NEW
RH	63554	11385699	COM
CARMAX INC	285542	11033343	COM
SHENANDOAH TELECOMMUNICATION	891096	10301070	COM
DISNEY WALT CO	39806	4528672	COM
FLOOR & DECOR HLDGS INC	62000	3775180	CL A
ISHARES TR	18657	2774109	CORE S&P TTL STK
RELX PLC	47000	1899740	SPONSORED ADR
BROOKFIELD WEALTH SOL LTD	23581	1083547	CL A EXCHANGEAB
ALPHABET INC	2535	793455	CAP STK CL A