Broad Run Portfolio Holdings

Broad Run Investment Management, LLC

  • $523 Million
  • Q1 2025

Broad Run Investment Management, LLC, under direction of Broad Run has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $523 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 $85.4M, Aon PLC with a value of $46.7M, Markel Corp with a value of $45.6M, O Reilly Automotive Inc with a value of $45.2M, and Cogent Communications Holdings, Inc. with a value of $42.8M.

Examining the 13F form we can see an decrease of $124M in the current position value, from $648M to 523M.

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 $523 Million
Communication Services: $163 Million
Consumer Cyclical: $131 Million
Financial Services: $115 Million
Technology: $54.3 Million
Real Estate: $27.8 Million
Industrials: $17.7 Million
Healthcare: $14.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.31B
$85.4 Million 16.32% of portfolio
3,756,229
Q1 2025 Reduced 0.46%
$916M
$22.6 Million 4.33% of portfolio
660,661
Q1 2025 Reduced 30.37%
$626M
$11.7 Million 2.24% of portfolio
933,576
Q1 2025 Reduced 0.01%
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 24
  • Current Value $523 Million
  • Prior Value $648 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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