Broad Run Investment Management, LLC

Position in SHEN — Shenandoah Telecommunications Co/Va/

CIK 1568621 ARLINGTON, VA

Position in SHEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,542,830

+$3,241,761 QoQ

Shares Held

878,264

-1.4% QoQ

Ownership

1.59%

of shares outstanding

% of Portfolio

2.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Communication Services · as of Mar 31, 2026

Broad Run Investment Management, LLC holds $26,037,518 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	878,264	$13,542,830
2	CCOI	Cogent Communications Holdings, Inc.	663,200	$12,494,688

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,542,830	878,264	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$10,301,069	891,096	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$12,044,114	897,475	-2.5%	Shares	Sole	2025-11-14
2025-06-30	$12,571,284	920,299	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$11,735,050	933,576	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$11,772,986	933,623	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$13,280,628	941,221	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$15,510,250	949,801	-2.2%	Shares	Sole	2024-08-14
2024-03-31	$16,870,282	971,231	-0.6%	Shares	Sole	2024-05-15
2023-12-31	$21,130,696	977,368	-3.6%	Shares	Sole	2024-02-14
2023-09-30	$20,888,111	1,013,494	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$19,898,282	1,024,101	-3.5%	Shares	Sole	2023-08-14
2023-03-31	$20,178,926	1,060,932	-0.8%	Shares	Sole	2023-05-15
2022-12-31	$16,985,359	1,069,607	+10.1%	Shares	Sole	2023-02-14
2022-09-30	$16,536,274	971,579	+45.5%	Shares	Sole	2022-11-14
2022-06-30	$14,823,517	667,726	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.