Broad Run Portfolio Holdings

Broad Run Investment Management, LLC, under direction of Broad Run has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $733 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 $99.3M, Aon PLC with a value of $58.7M, O Reilly Automotive Inc with a value of $57.9M, American Tower Corp with a value of $57.2M, and Cogent Communications Holdings, Inc. with a value of $53.7M.

Examining the 13F form we can see an increase of $81.6M in the current position value, from $652M to 733M.

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.