Broad Run's top holdings (April 2026) include AST SpaceMobile Inc (ASTS), a company focused on building a space-based cellular broadband network.

Broad Run is an investment management firm that focuses on identifying companies with strong fundamentals and long-term growth potential. They employ a disciplined approach to investment selection, concentrating their portfolio on a select number of holdings. The firm engages in in-depth research to understand the intrinsic value of companies across various sectors.

AST SpaceMobile Inc (ASTS)

AST SpaceMobile is developing a space-based cellular broadband network designed to connect directly to standard mobile phones globally. The company aims to provide ubiquitous mobile connectivity, especially in underserved areas, leveraging its patented technology. Its market capitalization is $31.36B. The current value of Broad Run's position in AST SpaceMobile Inc is $130.26M. Analysts have set a price target of $137.0 for the company. A discounted cash flow analysis for the company suggests a value of -$2.54 per share.
Here's an overview of Broad Run's trades in AST SpaceMobile Inc:

Applied Materials Inc. (AMAT)

Applied Materials Inc. is a leading provider of equipment, services, and software to the semiconductor, display, and related industries. The company's technology is critical for manufacturing virtually every new chip and advanced display worldwide. Applied Materials Inc. has a market capitalization of $267.58B, with Broad Run's holding currently valued at $53.7M. The company's discounted cash flow analysis indicates a value of $168.7 per share, and analysts project a price target of $386.09.
Here's an overview of Broad Run's trades in Applied Materials Inc.:

Brookfield Corporation (BN)

Brookfield Corporation is a global alternative asset manager with a focus on real assets. Its operations span across real estate, renewable power and transition, infrastructure, private equity, and credit, managing a diverse portfolio of assets worldwide. The company's market cap stands at $87.25B, while the current value of Broad Run's holding is $49.17M. Analysts have set a price target of $55.4 for Brookfield Corporation.
Here's an overview of Broad Run's trades in Brookfield Corporation:

Markel Group Inc (MKL)

Markel Group Inc operates as a diverse financial holding company, primarily known for its specialty insurance and reinsurance operations. Beyond insurance, the company also owns a portfolio of diverse businesses operating across various sectors. Markel Group Inc has a market capitalization of $23.55B. Broad Run's position in the company is currently valued at $39.29M. The discounted cash flow value for the company is $5.82K per share, and analysts have a price target of $2.1K.
Here's an overview of Broad Run's trades in Markel Group Inc:

O`Reilly Automotive, Inc. (ORLY)

OReilly Automotive, Inc. is a leading specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories. The company serves both professional service providers and do-it-yourself customers across the United States. The current value of Broad Run's position in OReilly Automotive, Inc. is $36.8M. The company's market capitalization is $76.06B. Its discounted cash flow value is $98.64 per share, and analysts set a price target of $108.64.
Here's an overview of Broad Run's trades in O`Reilly Automotive, Inc.: