Broad Run's top dividend stocks (May 2025) include Cogent Communications Holdings Inc (CCOI), a multinational internet service provider specializing in bandwidth services for businesses.

Broad Run is an investment management firm focusing on long-term value creation through strategic investments. The company analyzes various sectors to identify opportunities aligning with its investment philosophy. Their portfolio reflects a commitment to companies with solid fundamentals and growth potential.

Cogent Communications Holdings Inc (CCOI)

Cogent Communications is a global internet service provider, delivering high-bandwidth data, internet access, and colocation services. They primarily cater to businesses, focusing on providing dedicated internet access and transport services. Cogent's network spans North America, Europe, and Asia.

Broad Run's current position in Cogent Communications is valued at $38.06M. The company's TTM dividend rate is $3.96, and it currently yields a dividend of 7.40%. The discounted cash flow value is $23.81.

Here's an overview of Broad Run's trades in Cogent Communications Holdings Inc:

Transdigm Group Incorporated (TDG)

Transdigm Group is a leading global designer, producer, and supplier of highly engineered aircraft components. The company's products are used on nearly all commercial and military aircraft in service today. They focus on proprietary products with significant aftermarket content.

With a TTM dividend rate of $75.0, Transdigm currently offers a dividend yield of 5.44%. Broad Run's current portfolio position in Transdigm is worth $19.49M. Analysts have set a price target of $1.41K, while the discounted cash flow value is $695.15.

Here's an overview of Broad Run's trades in Transdigm Group Incorporated:

American Tower Corp. (AMT)

American Tower is a real estate investment trust (REIT) and a leading independent owner, operator, and developer of multitenant communications real estate. The company provides infrastructure for wireless and broadcast communications in the United States and internationally. They lease space on towers to wireless service providers, radio and television broadcast companies, and government agencies.

Currently, Broad Run holds a $47.43M position in American Tower. The company's TTM dividend rate is $6.56, providing a dividend yield of 3.11%. The analyst price target for the stock is $232.67, and the discounted cash flow value is $202.92.

Here's an overview of Broad Run's trades in American Tower Corp.:

Brookfield Asset Management Inc. (BAM)

Brookfield Asset Management is a leading global alternative asset manager. They focus on real estate, infrastructure, renewable power and transition, and private equity. Brookfield manages assets on behalf of institutional and retail clients.

Broad Run's portfolio currently holds a $25.1M position in Brookfield Asset Management. The company's TTM dividend rate is $1.58, resulting in a dividend yield of approximately 2.98%. The discounted cash flow value is $3.13.

Here's an overview of Broad Run's trades in Brookfield Asset Management Inc.:

CDW Corp (CDW)

CDW is a leading multi-brand technology solutions provider to business, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. They offer a wide array of products and services, including hardware, software, and IT solutions.

CDW Corp currently provides a dividend yield of 1.58%, with a TTM dividend rate of $2.49. Broad Run's current position in CDW is valued at $27.54M. The discounted cash flow value is $134.93.

Here's an overview of Broad Run's trades in CDW Corp: