Broad Run's top holdings (April 2025) include AST SpaceMobile Inc (ASTS), a company focused on building a space-based cellular broadband network.

Broad Run is an investment firm focused on identifying and investing in businesses across various sectors. The firm's investment approach centers on fundamental analysis and a long-term perspective. Broad Run seeks to build concentrated portfolios of what it believes are high-quality companies.

AST SpaceMobile Inc (ASTS)

AST SpaceMobile is working to provide cellular broadband from space, aiming to connect the approximately half of the world's population that lacks cellular broadband. Their primary focus is on enabling connectivity directly to standard mobile phones without the need for specialized hardware. The current value of Broad Run's position is $82.45M. The company's market cap stands at $7.61B, and analysts have set a price target of $47.9 for AST SpaceMobile. The discounted cash flow value is $2.08.

Here's an overview of Broad Run's trades in AST SpaceMobile Inc:
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O`Reilly Automotive, Inc. (ORLY)

O'Reilly Automotive is a major retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. They serve both professional service providers and do-it-yourself customers. The company's market cap is $80.63B, with Broad Run's position currently valued at $65.16M. The company's discounted cash flow analysis suggests a value of $1.36K per share.

Here's an overview of Broad Run's trades in O`Reilly Automotive, Inc.:
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Aon plc. (AON)

Aon plc is a global professional services firm providing a broad range of risk, retirement, and health solutions. Their services include commercial risk solutions, reinsurance solutions, retirement solutions, and health solutions. Broad Run's holding in Aon plc is currently worth $64.28M. Aon plc has a market capitalization of $85.22B and the discounted cash flow value is $323.01.

Here's an overview of Broad Run's trades in Aon plc.:
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Markel Group Inc (MKL)

Markel Group is a financial holding company that markets and underwrites specialty insurance products. The company operates through three segments: insurance, investing, and Markel Ventures. Markel Corp has a market capitalization of $23.69B. This holding in Broad Run's portfolio is currently worth $61.11M. Markel Group Inc's discounted cash flow value is $1.8K.

Here's an overview of Broad Run's trades in Markel Group Inc:
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Brookfield Corporation (BN)

Brookfield Corporation is a global alternative asset manager with approximately $900 billion in assets under management. They invest in long-life, high-quality assets and businesses across real estate, infrastructure, renewable power and transition, private equity, and credit. The current value of Broad Run's position is $57.75M. Brookfield Corporation's market cap stands at $80.06B.

Here's an overview of Broad Run's trades in Brookfield Corporation:
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