Broad Run Investment Management, LLC
Annual return '25
+27.5%
SPY '25
+17.7%
Alpha
+9.7ptsvs SPY
Invested
$567.9M
Holdings
24
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ASTS
AST SPACEMOBILE INC
Held since at least Q1 2024
21.4%
02
$AMAT
APPLIED MATLS INC
Q1 2026: Increased +16.4% (3.5k → 4.0k shares)
8.9%
03
$BN
BROOKFIELD CORP
Q1 2026: New position (9.5k shares)
8.6%
04
$SUNB
SUNBELT RENTALS HOLDINGS INC
Held since at least Q1 2024
7.8%
05
$MKL
MARKEL CORP
Held since at least Q1 2024
7.0%
06
$ORLY
OREILLY AUTOMOTIVE INC
Q1 2026: New position (3.6k shares)
6.2%
07
$AON
AON PLC
Q1 2026: New position (10.1k shares)
5.7%
08
$BAM
BROOKFIELD ASSET MANAGMT LTD
Held since at least Q1 2024
4.7%
09
$HLT
HILTON WORLDWIDE HLDGS INC
Q1 2026: New position (2.8k shares)
3.4%
10
$AMT
AMERICAN TOWER CORP NEW
Q1 2026: New position (2.2k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.