Broad Run Investment Management, LLC holds a focused book of 24 stocks worth $567.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Ast Spacemobile Inc. Their largest long position is Ast Spacemobile Inc at 21% of the equity book. Cloning the disclosed picks since 2013 would be +239% (+10.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +317.0%, a 78.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Broad Run Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Broad Run Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 25 / 24 | $333.4B |
| FMR LLC | 25 / 24 | $119.2B |
| MORGAN STANLEY | 25 / 24 | $76.5B |
| JPMORGAN CHASE & CO | 25 / 24 | $74.6B |
| BANK OF AMERICA CORP /DE/ | 25 / 24 | $40.7B |
| GOLDMAN SACHS GROUP INC | 25 / 24 | $34.7B |
| ROYAL BANK OF CANADA | 25 / 24 | $26.7B |
| WELLS FARGO & COMPANY/MN | 25 / 24 | $26.3B |
Ranked by how many of Broad Run Investment Management, LLC's top 24 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ast Spacemobile Inc COM CL A | $121.2M | 1.46M | 21.4% | ▼−6.9% Reduced · −109K sh | |
| 2 | Applied Matls Inc COM | $50.7M | 148.3K | 8.9% | ▼−5.6% Reduced · −9K sh | |
| 3 | Brookfield Corp CL A LTD VT SH | $49.0M | 1.21M | 8.6% | ▼−0.3% Reduced · −4K sh | |
| 4 | Sunbelt Rentals Holdings Inc SHS | $44.2M | 704.5K | 7.8% | ▲New New position | |
| 5 | Markel Corp COM | $39.6M | 20.7K | 7.0% | ▲+0.9% Added · +184 sh | |
| 6 | Oreilly Automotive Inc COM | $35.0M | 378.7K | 6.2% | ▼−5.0% Reduced · −20K sh | |
| 7 | Aon PLC SHS CL A | $32.7M | 101.2K | 5.7% | ▼−5.1% Reduced · −5K sh | |
| 8 | Brookfield Asset Managmt Ltd CL A LMT VTG SHS | $26.8M | 603.6K | 4.7% | ▲+50% Added · +200K sh | |
| 9 | Hilton Worldwide Hldgs Inc COM | $19.5M | 64.1K | 3.4% | —Held | |
| 10 | American Tower Corp New COM | $18.2M | 105.6K | 3.2% | ▼−3.9% Reduced · −4K sh | |
| 11 | NVR Inc COM | $17.6M | 2.7K | 3.1% | ▼−4.0% Reduced · −110 sh | |
| 12 | Alphabet Inc CAP STK CL C | $15.9M | 55.6K | 2.8% | ▼−18% Reduced · −12K sh | |
| 13 | CDW Corp COM | $15.1M | 124.6K | 2.7% | ▼−1.0% Reduced · −1K sh | |
| 14 | Shenandoah Telecommunication COM | $13.5M | 878.3K | 2.4% | ▼−1.4% Reduced · −13K sh | |
| 15 | Danaher Corporation COM | $13.4M | 70.9K | 2.4% | —Held | |
| 16 | Transdigm Group Inc COM | $12.5M | 10.8K | 2.2% | —Held | |
| 17 | Cogent Communications Hldgs COM NEW | $12.5M | 663.2K | 2.2% | ▼−0.1% Reduced · −500 sh | |
| 18 | Carmax Inc COM | $11.8M | 284.4K | 2.1% | ▼−0.4% Reduced · −1K sh | |
| 19 | RH COM | $8.7M | 62.5K | 1.5% | ▼−1.6% Reduced · −1K sh | |
| 20 | Disney Walt Co COM | $3.3M | 34.3K | 0.6% | ▼−14% Reduced · −6K sh | |
| 21 | Floor & Decor Hldgs Inc CL A | $3.1M | 62.0K | 0.6% | —Held | |
| 22 | Relx PLC SPONSORED ADR | $1.6M | 47.0K | 0.3% | —Held | |
| 23 | Brookfield Wealth Sol Ltd CL A EXCHANGEAB | $976K | 23.6K | 0.2% | —Held | |
| 24 | Alphabet Inc CAP STK CL A | $729K | 2.5K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1568621/holdings"
Use Arkolith to show Broad Run Investment Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 24 | $567.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 24 | $538.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 24 | $610.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 24 | $652.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 24 | $599.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 24 | $736.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 24 | $828.4M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 25 | $730.2M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 26 | $814.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 26 | $748.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 25 | $756.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 25 | $845.2M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 26 | $839.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 28 | $830.3M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 22 | $912.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 24 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 22 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 23 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 24 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 24 | $1.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 22 | $1.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 22 | $1.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 22 | $1.5B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 22 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.