Broad Run Investment Management, LLC, under direction of Broad Run has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $665 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Tower Corp with a value of $60.9M, Markel Corp with a value of $60.8M, Encore Capital Group Inc with a value of $57.2M, Carmax Inc with a value of $55.1M, and Aon PLC with a value of $55M.

Examining the 13F form we can see an decrease of $14.8M in the current position value, from $680M to 665M.

Broad Run Investment Management, LLC is based out at Arlington, VA

Below you can find more details about Broad Run portfolio as well as his latest detailed transactions.

Portfolio value $665 Million
Consumer Cyclical: $198 Million
Financial Services: $173 Million
Communication Services: $128 Million
Technology: $87 Million
Real Estate: $60.9 Million
Healthcare: $9.05 Million
Industrials: $8.98 Million
ETFs: $351,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Broad Run

Broad Run

Broad Run is the investment firm founded by successful investor, Eric Cinnamond. The firm focuses on value investing and has generated strong returns for its clients over the long term.
Track Broad Run's portfolio


  • Portfolio
  • No. of Stocks 26
  • Current Value $665 Million
  • Prior Value $680 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 14, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track Broad Run's Portfolio

Track Broad Run Portfolio

Follow Broad Run (Broad Run Investment Management, LLC) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Broad Run Investment Management, LLC, based on Form 13F filings with the SEC.


Stay updated on Broad Run Investment Management, LLC and Broad Run with notifications on news.