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Broad Run Investment Management, LLC - Portfolio Stock Holdings

Broad Run Investment Management, LLC disclosed 24 stock positions in a recent SEC 13F filing. $650,915,122 of stock holdings were filed, with the largest holdings including ASTS, AMAT, and SUNB. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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.

Report Period:

June 30, 2026

No. of Stocks:

24

Est. Stock Holding Value:

$650,915,122

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Broad Run Investment Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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