Broad Run Investment Management, LLC
Top Portfolio Positions
23 positions ·
$553,587,844 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ASTS |
AST SpaceMobile, Inc.
Technology
|
1,463,094 | $121,246,599 | 21.90% | |
| AMAT |
Applied Materials Inc /De
Technology
|
148,320 | $50,694,292 | 9.16% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
1,210,847 | $49,002,978 | 8.85% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
704,530 | $45,857,857 | 8.28% | |
| MKL |
Markel Group Inc.
Financial Services
|
20,709 | $39,638,473 | 7.16% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
378,688 | $34,956,689 | 6.31% | |
| AON |
Aon plc
Financial Services
|
101,157 | $32,651,456 | 5.90% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
603,637 | $26,831,664 | 4.85% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
64,139 | $19,503,387 | 3.52% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
105,578 | $18,220,651 | 3.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KMX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,824,728 | 284,385 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,033,342 | 285,542 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,465,980 | 300,111 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,378,896 | 318,091 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,140,860 | 348,317 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $42,073,450 | 514,597 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $52,071,168 | 672,928 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,254,694 | 685,229 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $61,723,097 | 708,565 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $55,120,346 | 718,274 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $57,324,755 | 810,473 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $71,620,248 | 855,678 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $63,445,259 | 987,014 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $60,508,037 | 993,727 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $67,928,968 | 1,028,915 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $96,490,224 | 1,066,426 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $111,839,133 | 1,159,195 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $150,241,662 | 1,153,664 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $145,294,485 | 1,135,468 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $147,287,051 | 1,140,434 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $154,073,711 | 1,161,418 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $133,112,181 | 1,409,191 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $133,467,106 | 1,452,150 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $148,263,278 | 1,655,648 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $126,832,415 | 2,356,166 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||