Broad Run Investment Management, LLC - Portfolio Stock Holdings

Broad Run Investment Management, LLC disclosed 25 stock positions in a recent SEC 13F filing. $558,951,908 of stock holdings were filed, with the largest holdings including ASTS, BN, and AMAT. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $681,750,049 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.