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Equibles

Broad Run Investment Management, LLC

Position in SHEN — Shenandoah Telecommunications Co/Va/

CIK 1568621 ARLINGTON, VA
Back to SHEN Full portfolio

Position in SHEN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$9,931,190
-$3,611,640 QoQ
Shares Held
658,567
-25.0% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#14
of 184 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SHEN Over Time

Shares Held

Position Value (USD)

Position in Telecom Services

Communication Services · as of Jun 30, 2026

Broad Run Investment Management, LLC holds $19,093,794 across 2 Telecom Services names. SHEN ranks #1 (52.0% of the industry book) .

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

All Filings in SHEN

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,931,190 658,567
2026-03-31 $13,542,830 878,264
2025-12-31 $10,301,069 891,096
2025-09-30 $12,044,114 897,475
2025-06-30 $12,571,284 920,299
2025-03-31 $11,735,050 933,576
2024-12-31 $11,772,986 933,623
2024-09-30 $13,280,628 941,221
2024-06-30 $15,510,250 949,801
2024-03-31 $16,870,282 971,231
2023-12-31 $21,130,696 977,368
2023-09-30 $20,888,111 1,013,494
2023-06-30 $19,898,282 1,024,101
2023-03-31 $20,178,926 1,060,932
2022-12-31 $16,985,359 1,069,607
2022-09-30 $16,536,274 971,579
2022-06-30 $14,823,517 667,726