Broad Run Investment Management, LLC

CIK 1568621 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$649.7M
#3.215 dari 9.443 berdasarkan nilai 13F · top 34.0%
Posisi
24
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +14.4% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
79,17%
Bobot 25 kepemilikan teratas
100,00%
Posisi di atas 1%
19
Jumlah posisi efektif
10,4

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 0,0% Perkiraan pembelian $0 · penjualan $6.446.852

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 88,9% masih dipegang

Posisi baru
0
Meningkat
0
Menurun
17
Tertutup
1
Di halaman ini

Kinerja vs S&P 500

Dilacak Q2 2025–Q2 2026
+33.2%
Total imbal hasil S&P 500 (jendela yang sama)
+21.7%
Imbal hasil berlebih
+11.6%

Tahunan: +33.2% · S&P 500: +21.7%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 97,9% · Opsi dikecualikan: 0,0%

Rincian sektor

Telecommunication
22,9%
Technology
16,4%
Financial Services
12,1%
Financials
11,5%
Retail
9,8%
Industrials
5,1%
Communication Services
3,6%
Consumer Discretionary
3,3%
Consumer products
2,8%
Real Estate
2,6%
Healthcare
2,1%
Lainnya/Tidak terpetakan
7,9%

Portofolio lengkap 24 posisi

Tipe Rentetan Tren 8 kuartal
ASTS AST SpaceMobile, Inc. - Class A Common Stock $129.377.405 19,91% 1.455.969 $8.130.805 Turun ×6
AMAT Applied Materials, Inc. - Common Stock $106.651.176 16,41% 147.512 $55.956.883 Turun ×6
Penerbit tidak dikenal (CUSIP: 866966104) $51.353.306 7,90% 702.078 $7.156.763 Turun ×1
BN Brookfield Corporation Class A Limited Voting Shares $51.281.810 7,89% 1.204.081 $2.278.832 Turun ×2
MKL Markel Group Inc. Common Stock $40.189.040 6,19% 20.578 $550.564 Turun ×1
ORLY O'Reilly Automotive, Inc. - Common Stock $34.701.078 5,34% 376.817 $-255.611 Turun ×4
AON Aon plc Class A Ordinary Shares (Ireland) $33.384.599 5,14% 100.650 $733.143 Turun ×6
BAM Brookfield Asset Management Inc Class A Limited Voting Shares $27.031.499 4,16% 602.709 $199.834 Turun ×1
HLT Hilton Worldwide Holdings Inc. Common Stock $21.195.374 3,26% 64.139 $1.691.987
GOOG Alphabet Inc. - Class C Capital Stock $19.229.279 2,96% 54.423 $3.293.919 Turun ×6
NVR NVR, Inc. Common Stock $18.137.271 2,79% 2.662 $522.655 Turun ×6
CDW CDW Corporation - Common Stock $17.482.958 2,69% 124.310 $2.402.535 Turun ×6
AMT American Tower Corporation (REIT) Common Stock $17.175.668 2,64% 105.005 $-1.044.983 Turun ×6
KMX CarMax Inc $14.979.823 2,31% 283.226 $3.155.095 Turun ×6
TDG Transdigm Group Incorporated Common Stock $14.387.364 2,21% 10.801 $1.869.437
DHR Danaher Corporation Common Stock $13.511.699 2,08% 70.935 $62.423
RH RH Common Stock $10.272.069 1,58% 62.357 $1.528.565 Turun ×6
SHEN Shenandoah Telecommunications Co - Common Stock $9.931.190 1,53% 658.567 $-3.611.641 Turun ×6
CCOI Cogent Communications Holdings, Inc. - Common Stock $9.162.604 1,41% 660.130 $-3.332.084 Turun ×2
FND Floor & Decor Holdings, Inc. Common Stock $3.680.320 0,57% 62.000 $530.720
DIS Walt Disney Company (The) Common Stock $3.230.006 0,50% 33.559 $-72.888 Turun ×6
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $1.488.490 0,23% 47.000 $-69.560
BNT Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares $1.005.965 0,15% 23.581 $29.712
GOOGL Alphabet Inc. - Class A Common Stock $905.933 0,14% 2.535 $176.968

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
AMAT Dipangkas -808 +$56.0M
ASTS Dipangkas -7K +$8.1M
Dipangkas -2K +$7.2M
SHEN Dipangkas -220K -$3.6M
CCOI Dipangkas -3K -$3.3M
GOOG Dipangkas -1K +$3.3M
KMX Dipangkas -1K +$3.2M
CDW Dipangkas -301 +$2.4M
BN Dipangkas -7K +$2.3M
TDG Hanya pergerakan harga +0 +$1.9M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
WMG 31 Maret 2025 107.601 $3.335.631 -12,3%
ITOT 31 Maret 2026 18.657 $2.774.109 Tidak lagi dilacak
ECPG 31 Des. 2025 35.733 $1.491.495 83,6%