Broad Run Investment Management, LLC

Position in CCOI — Cogent Communications Holdings, Inc.

CIK 1568621 ARLINGTON, VA

Position in CCOI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,162,604

-$3,332,084 QoQ

Shares Held

660,130

-0.5% QoQ

Ownership

1.29%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#15

of 224 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Communication Services · as of Jun 30, 2026

Broad Run Investment Management, LLC holds $19,093,794 across 2 Telecom Services names. CCOI ranks #2 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SHEN	Shenandoah Telecommunications Co/Va/	658,567	$9,931,190
2	CCOI	Cogent Communications Holdings, Inc. This page	660,130	$9,162,604

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,162,604	660,130	-0.5%	Shares	Sole	2026-08-14
2026-03-31	$12,494,688	663,200	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$14,309,372	663,700	+3.1%	Shares	Sole	2026-02-17
2025-09-30	$24,698,550	644,030	-5.0%	Shares	Sole	2025-11-14
2025-06-30	$32,680,884	677,886	-2.9%	Shares	Sole	2025-08-14
2025-03-31	$42,798,242	698,063	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$53,975,435	700,343	-0.9%	Shares	Sole	2025-02-14
2024-09-30	$53,674,453	706,987	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$40,595,203	719,263	+13.6%	Shares	Sole	2024-08-14
2024-03-31	$41,374,926	633,322	-0.9%	Shares	Sole	2024-05-15
2023-12-31	$48,592,984	638,877	-4.6%	Shares	Sole	2024-02-14
2023-09-30	$41,456,348	669,731	+61.6%	Shares	Sole	2023-11-14
2023-06-30	$27,880,467	414,333	-4.4%	Shares	Sole	2023-08-14
2023-03-31	$27,609,684	433,297	+185.6%	Shares	Sole	2023-05-15
2022-12-31	$8,659,892	151,715	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.