§ 13F · FUND PROFILE
Broad Run Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $610.9T (13F)Positions · 24Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ASTS | AST SPACEMOBILE INC | 1.57M | $114.2T | 21.2% | −56% |
| 2 | BN | BROOKFIELD CORP | 1.21M | $55.8T | 10.4% | +50% |
| 3 | MKL | MARKEL CORP | 21K | $44.1T | 8.2% | ±0% |
| 4 | AMAT | APPLIED MATLS INC | 157K | $40.4T | 7.5% | −3% |
| 5 | AON | AON PLC | 107K | $37.6T | 7.0% | ±0% |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | 399K | $36.4T | 6.8% | ±0% |
| 7 | GOOG | ALPHABET INC | 68K | $21.3T | 4.0% | ±0% |
| 8 | BAM | BROOKFIELD ASSET MANAGMT LTD | 403K | $21.1T | 3.9% | ±0% |
| 9 | NVR | NVR INC | 3K | $20.3T | 3.8% | ±0% |
| 10 | AMT | AMERICAN TOWER CORP NEW | 110K | $19.3T | 3.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROAD SIGNAL
AC read
Broad Run Investment Management, LLC is a Other fund managing $610932.6 trillion in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed