Broad Run Portfolio Holdings

Broad Run Investment Management, LLC

  • $652 Million
  • Q2 2024

Broad Run Investment Management, LLC, under direction of Broad Run has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $652 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Markel Corp with a value of $56.2M, Applied Materials Inc with a value of $54M, O Reilly Automotive Inc with a value of $53.8M, Aon PLC with a value of $53.4M, and American Tower Corp with a value of $52.6M.

Examining the 13F form we can see an decrease of $74.7M in the current position value, from $726M to 652M.

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 $652 Million
Consumer Cyclical: $185 Million
Financial Services: $154 Million
Communication Services: $131 Million
Technology: $93 Million
Real Estate: $52.6 Million
Healthcare: $17.7 Million
Industrials: $17.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.04T
$18.7 Million 2.87% of portfolio
102,046
Q2 2024 Reduced 27.87%
$1.01T
$501,000 0.08% of portfolio
2,754
Q2 2024 Reduced 59.37%
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.
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Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $652 Million
  • Prior Value $726 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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