Broad Run Investment Management, LLC — 13F holdings

Broad Run Investment Management, LLC reported 24 holdings worth $650M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ASTS AST SPACEMOBILE INC — $129M (19.9%)
2. AMAT APPLIED MATLS INC — $107M (16.4%)
3. SUNB SUNBELT RENTALS HOLDINGS INC — $51.4M (7.9%)
4. BN Brookfield Corp — $51.3M (7.9%)
5. MKL MARKEL GROUP INC — $40.2M (6.2%)
6. ORLY OREILLY AUTOMOTIVE INC — $34.7M (5.3%)
7. AON AON PLC — $33.4M (5.1%)
8. BAM BROOKFIELD ASSET MANAGMT LTD — $27.0M (4.2%)
9. HLT HILTON WORLDWIDE HLDGS INC — $21.2M (3.3%)
10. GOOG ALPHABET INC — $19.2M (3.0%)