The Broad Run team is a group of investment professionals who work to identify durable, high-quality businesses whose long-term growth prospects are undervalued by the market. The company was founded in 2012 and currently has clients including endowments, foundations, and family offices among others. the company is based in Washington D.C.
Broad Run Investment's top five stock holdings exemplify a diversified and strategic portfolio approach in the investment landscape. The firm's leading position, Brookfield Corporation - Ordinary Shares - Class A, underscores an affinity for global alternative asset management with robust infrastructure and renewable energy investments. Markel Group Inc claims a spot as a cornerstone investment, where Broad Run reveals a preference for insurers with a blend of specialty insurance and focus on long-term capital growth akin to Berkshire Hathaway’s model.
The presence of O’Reilly Automotive, Inc. in their portfolio highlights Broad Run's interest in solid performering companies within the retail sector, particularly those benefiting from recession-resistant demand for auto parts. Aon plc's inclusion reflects confidence in professional services firms offering risk, retirement, and health solutions, indicating attention to resilient financial sectors.
Lastly, Carmax Inc rounds out the top stocks list, representing Broad Run’s bet on revolutionary businesses within the used car market, leveraging technology and scale to capitalize on changing consumer behavior.
This combination paints a picture of Broad Run's selective investment philosophy aimed at capitalizing on established companies possessing competitive advantages, sound management teams, and strong potential for sustainable growth. Investors analyzing this portfolio gain insight into a thematic commitment towards structural growth, stability, and adaptability across various economic conditions.
Q1 2024
Sold 37.2% shares
Sold 37.2% in Q1 2024
Q1 2024
Increased shares by 141.5%
Added 141.5% in Q1 2024
Q1 2024
Increased shares by 104.8%
Added 104.8% in Q1 2024
Q1 2024
Increased shares by 92.9%
Added 92.9% in Q1 2024
Q1 2024
New holding
New holding in Q1 2024
Q1 2024
Increased shares by 10.9%
Added 10.9% in Q1 2024
Q1 2024
Increased shares by 21.1%
Added 21.1% in Q1 2024
Q1 2024
Increased shares by 21.8%
Added 21.8% in Q1 2024
Q1 2024
Sold 5.0% shares
Sold 5.0% in Q1 2024
Q1 2024
Sold 2.9% shares
Sold 2.9% in Q1 2024
Q1 2024
Sold 3.0% shares
Sold 3.0% in Q1 2024
Q1 2024
Sold 2.6% shares
Sold 2.6% in Q1 2024
Q1 2024
Sold 1.7% shares
Sold 1.7% in Q1 2024
Q1 2024
Increased shares by 1.9%
Added 1.9% in Q1 2024
Q1 2024
Sold 1.4% shares
Sold 1.4% in Q1 2024
Q1 2024
Sold 0.9% shares
Sold 0.9% in Q1 2024
Q1 2024
Sold 1.8% shares
Sold 1.8% in Q1 2024
Q1 2024
Sold 26.6% shares
Sold 26.6% in Q1 2024
Q1 2024
Sold -3.34 Thousand shares
Sold 100% in Q1 2024
Q1 2024
Sold 0.9% shares
Sold 0.9% in Q1 2024
Q1 2024
Sold 2.5% shares
Sold 2.5% in Q1 2024
Q1 2024
Sold 0.6% shares
Sold 0.6% in Q1 2024
Q1 2024
Sold 0.6% shares
Sold 0.6% in Q1 2024
Q1 2024
Sold 0.2% shares
Sold 0.2% in Q1 2024
Q4 2023
Sold 69.8% shares
Sold 69.8% in Q4 2023
Q3 2023
Increased shares by 10.1%
Added 10.1% in Q3 2023
Q2 2023
Sold -387 Thousand shares
Sold 100% in Q2 2023
Q1 2023
Sold -41.2 Thousand shares
Sold 100% in Q1 2023
Q4 2022
Sold -15.7 Thousand shares
Sold 100% in Q4 2022
Q4 2022
Sold -1.11 Million shares
Sold 100% in Q4 2022
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