13F Insight
DOSSIER · 13F-HR · Q2 2026

Broad Run Investment Management, LLC

$650M in tracked AUM across 24 positions as of Q2 2026.

BR
CIK 0001568621 · last filed Jun 30, 2026
Total AUM
$650M
as of Q2 2026
Holdings
24
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Broad Run Investment Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ASTS
AST SPACEMOBILE INC
$129M1.5M19.9%02
AMAT
APPLIED MATLS INC
$107M148K16.4%03
SUNB
SUNBELT RENTALS HOLDINGS INC
$51M702K7.9%04
BN
BROOKFIELD CORP
$51M1.2M7.9%05
MKL
MARKEL CORP
$40M21K6.2%06
ORLY
OREILLY AUTOMOTIVE INC
$35M377K5.3%07
G0403H108
AON PLC
$33M101K5.1%08
BAM
BROOKFIELD ASSET MANAGMT LTD
$27M603K4.2%09
HLT
HILTON WORLDWIDE HLDGS INC
$21M64K3.3%10
GOOG
ALPHABET INC
$19M54K3.0%

Filing history

2026Q2Jun 30
$650M▲ 14.4%
24 positionsView →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 positionsLocked
Showing 12 of 52