13F Insight
DOSSIER · 13F-HR · Q1 2026

Broad Run Investment Management, LLC

$568M in tracked AUM across 24 positions as of Q1 2026.

BR
CIK 0001568621 · last filed Mar 31, 2026
Total AUM
$568M
as of Q1 2026
Holdings
24
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Broad Run Investment Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ASTS
AST SPACEMOBILE INC
$121M1.5M21.4%02
AMAT
APPLIED MATLS INC
$51M148K8.9%03
BN
BROOKFIELD CORP
$49M1.2M8.6%04
SUNB
SUNBELT RENTALS HOLDINGS INC
$44M705K7.8%05
MKL
MARKEL CORP
$40M21K7.0%06
ORLY
OREILLY AUTOMOTIVE INC
$35M379K6.2%07
G0403H108
AON PLC
$33M101K5.7%08
BAM
BROOKFIELD ASSET MANAGMT LTD
$27M604K4.7%09
HLT
HILTON WORLDWIDE HLDGS INC
$20M64K3.4%10
AMT
AMERICAN TOWER CORP NEW
$18M106K3.2%

Filing history

2026Q1Mar 31
$568M▲ 5.5%
24 positionsView →2025Q4Dec 31
$538M▼ 11.9%
24 positionsView →2025Q3Sep 30
$611M▼ 6.4%
24 positionsView →2025Q2Jun 30
$653M▲ 9.0%
24 positionsLocked2025Q1Mar 31
$599M▼ 18.6%
24 positionsLocked2024Q4Dec 31
$736M▼ 11.1%
24 positionsLocked2024Q3Sep 30
$828M▲ 13.4%
24 positionsLocked2024Q2Jun 30
$730M▼ 10.3%
25 positionsLocked2024Q1Mar 31
$814M▲ 8.8%
26 positionsLocked2023Q4Dec 31
$748M▼ 1.1%
26 positionsLocked2023Q3Sep 30
$757M▼ 10.5%
25 positionsLocked2023Q2Jun 30
$845M▲ 0.7%
25 positionsLocked
Showing 12 of 51