Broad Run Portfolio Holdings

Broad Run Investment Management, LLC

  • $531 Million
  • Q3 2025

Broad Run Investment Management, LLC, under direction of Broad Run has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $531 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ast Space Mobile, Inc. with a value of $175M, O Reilly Automotive Inc with a value of $43.1M, Markel Corp with a value of $39.3M, Aon PLC with a value of $38M, and Applied Materials Inc with a value of $33.2M.

Examining the 13F form we can see an decrease of $44.4M in the current position value, from $576M to 531M.

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 $531 Million
Communication Services: $236 Million
Consumer Cyclical: $113 Million
Financial Services: $78.8 Million
Technology: $53.7 Million
Real Estate: $21.6 Million
Industrials: $14.2 Million
Healthcare: $14.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.9B
$39.3 Million 7.39% of portfolio
20,547
Q3 2025 Reduced 5.86%
$72.4B
$38 Million 7.16% of portfolio
106,617
Q3 2025 Reduced 5.85%
$194B
$33.2 Million 6.25% of portfolio
162,214
Q3 2025 Reduced 6.18%
$23.4B
$22.4 Million 4.21% of portfolio
2,786
Q3 2025 Reduced 4.62%
$85.5B
$21.6 Million 4.06% of portfolio
112,276
Q3 2025 Reduced 6.67%
$19.6B
$20.5 Million 3.85% of portfolio
128,518
Q3 2025 Reduced 3.42%
$72.9B
$16.6 Million 3.13% of portfolio
64,139
Q2 2025 Reduced 6.56%
$72.7B
$14.2 Million 2.68% of portfolio
10,801
Q2 2025 Reduced 15.62%
$161B
$14.1 Million 2.65% of portfolio
70,935
Q2 2024 Reduced 11.48%
$193B
$4.82 Million 0.91% of portfolio
42,094
Q3 2025 Reduced 18.6%
$79.2B
$2.24 Million 0.42% of portfolio
47,000
Q1 2025 New
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

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $531 Million
  • Prior Value $576 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 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.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email